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Wealth Enhancement is an acquired company based in Minneapolis (United States), founded in 1997 by Bruce Helmer. It operates as a Diversified investment management firm. Wealth Enhancement has raised $1.8M in funding from Onex. The company has 9101 active competitors, including 255 funded and 873 that have exited. Its top competitors include companies like Investec, Fidelity Investments and Landis+Gyr.
Company Details
- Website
- www.wealthenhancement.com/s/
- Social
- Registered Address
- Plymouth, Minnesota
Key Metrics
Founded Year
1997
Location
Minneapolis, United States
Stage
Acquired
Total Funding
$1.8M in 4 rounds
Latest Funding Round
Ranked
15th among 9101 active competitors
Employee Count
1,277 as on Dec 31, 2023
Investment & Acquisitions
Similar Companies
XP & 29266 more
Exit Details
Acquired by TA (Jul 31, 2019)
Legal entities associated with Wealth Enhancement
Wealth Enhancement is associated with 2 legal entities given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Documents |
|---|---|---|---|---|
Dec 31, 1999 | - | 7 (as on Dec 31, 2022) | - | |
Dec 26, 999 | - | 1277 (as on Dec 31, 2023) | - |
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Wealth Enhancement's acquisition details
Wealth Enhancement got acquired by TA on Jul 31, 2019. It was facilitated by Raymond James.
Click here to take a look at Wealth Enhancement's acquisition in detail
Wealth Enhancement's funding and investors
Filter this listWealth Enhancement has raised a total funding of $1.8M over 4 rounds. Its first funding round was on Aug 24, 2021.
Wealth Enhancement has 3 institutional investors including Onex, Norwest Equity Partners and Lightyear Capital.
Here is the list of recent funding rounds of Wealth Enhancement:
Date of funding | Funding Amount | Round Name | Post money valuation | Revenue multiple | Investors |
|---|---|---|---|---|---|
Feb 05, 2024 | $80.4K | Unattributed | 4002777 | 6189773 | - |
Jun 15, 2022 | $985K | Unattributed | 7799274 | 8038431 | - |
Feb 24, 2022 | $736K | Unattributed | 4524714 | 6259672 | - |
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Wealth Enhancement's founders and board of directors
Founder? Claim ProfileThe founders of Wealth Enhancement is Bruce Helmer.
Here are the details of Wealth Enhancement's key team members:
- Bruce Helmer: Co-Founder of Wealth Enhancement.
View details of Wealth Enhancement's Founder profiles and Board Members
Wealth Enhancement's employee count trend
Wealth Enhancement has 1,277 employees as of Dec 23. The total employee count is 16.0% more than what it was in Dec 22. Here is Wealth Enhancement's employee count trend over the years:Uncover Wealth Enhancement's growth story! Sign up today!Access Tracxn on any website
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Wealth Enhancement's Competitors and alternates
Top competitors of Wealth Enhancement include Investec, Fidelity Investments and Landis+Gyr. Here is the list of Top 10 competitors of Wealth Enhancement, ranked by Tracxn score:
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Overall Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Investec 1974, London (United Kingdom), Acquired | Provider of global banking, investment, and wealth management services | - | 75/100 | |
2nd | Fidelity Investments 1946, Boston (United States), Public | Provider of financial advisory services | - | 75/100 | |
3rd | Landis+Gyr 1896, Zug (Switzerland), Public | Provider of end-to-end energy management solutions | $1.03B | 72/100 | |
4th | Guggenheim Partners 1999, New York City (United States), Acquired | Provider of asset management and investment advisory services | $21M | 70/100 | |
5th | USAA 1922, San Antonio (United States), Acquired | Integrated financial service company | - | - | 69/100 |
6th | Principal 1879, Des Moines (United States), Public | Provider of retirement, investment, and insurance products and services | - | 69/100 | |
7th | Morgan Stanley 1935, New York City (United States), Public | Provider of wealth, financial management, and investment advisory services | - | 69/100 | |
8th | S&P Global 1917, New York City (United States), Public | Platform offering business intelligence solutions that combine data and actionable analytics for clients | - | 69/100 | |
9th | Northwestern Mutual 1857, Milwaukee (United States), Public | Provider of diversified asset management services | - | 69/100 | |
10th | State Street 1792, Boston (United States), Public | Financial services for asset managers | - | 68/100 | |
15th | Wealth Enhancement 1997, Minneapolis (United States), Acquired | Diversified investment management firm | $1.8M | 66/100 |
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Wealth Enhancement's Investments and acquisitions
Filter this listWealth Enhancement has made 1 investments in companies including Gilead. Wealth Enhancement has also acquired 59 companies including XO Wealth Management and Capstone Wealth Advisors. Here is the list of investments & acquisitions:
Date of Investment/Acquisition | Type | Company Name | Founded Year | Location |
|---|---|---|---|---|
Mar 28, 2025 | Acquisition | 2015 | Dallas, United States | |
Feb 06, 2025 | Acquisition | 2012 | Salem, United States | |
Jan 27, 2025 | Investments | 1987 | Foster City, United States |
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Here is the latest report on Wealth Enhancement's sector:
News related to Wealth Enhancement
Filter this listMedia has covered Wealth Enhancement for a total of 130 events in the last 1 year, 102 of them have been about company updates.
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Wealth Enhancement Advisory Services LLC Acquires 115,706 Shares of American International Group, Inc. (NYSE:AIG)MarketBeat•Jun 23, 2025•Wealth Enhancement, AIG
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Energy Transfer LP (NYSE:ET) Shares Acquired by Wealth Enhancement Advisory Services LLCMarketBeat•Jun 23, 2025•Energy Transfer Partners, Wealth Enhancement
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Wealth Enhancement Advisory Services LLC Acquires 21,991 Shares of Dominion Energy Inc. (NYSE:D)MarketBeat•Jun 23, 2025•Wealth Enhancement, Dominion Energy
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Wealth Enhancement Advisory Services LLC Acquires 19,327 Shares of Diageo plc (NYSE:DEO)MarketBeat•Jun 23, 2025•Wealth Enhancement, Diageo
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Wealth Enhancement Advisory Services LLC Acquires 68,487 Shares of Tractor Supply Company (NASDAQ:TSCO)MarketBeat•Jun 23, 2025•Wealth Enhancement, Tractor Supply
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Wealth Enhancement Advisory Services LLC Acquires 175,731 Shares of Amcor PLC (NYSE:AMCR)MarketBeat •Jun 23, 2025•Wealth Enhancement, Amcor
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Nucor Corporation (NYSE:NUE) Shares Acquired by Wealth Enhancement Advisory Services LLCMarketBeat•Jun 23, 2025•Nucor, Wealth Enhancement
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Wealth Enhancement Advisory Services LLC Acquires 106,082 Shares of Alphabet Inc. (NASDAQ:GOOGL)MarketBeat•Jun 19, 2025•Wealth Enhancement, Alphabet
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Wealth Enhancement Advisory Services LLC Invests $273,000 in Cheniere Energy Partners (NYSE:CQP)MarketBeat•Jun 16, 2025•Cheniere Energy, Wealth Enhancement
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Wealth Enhancement Advisory Services LLC Invests $434,000 in TXNM Energy, Inc. (NYSE:TXNM)MarketBeat•Jun 13, 2025•Wealth Enhancement, PNM Resources
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