Wealth Enhancement Group - Crunchbase Company Profile & Funding

Q: Who invested in Wealth Enhancement Group?

Wealth Enhancement Group has 2 investors including Onex And Norwest Equity Partners (NEP).

Q: How much funding has Wealth Enhancement Group raised to date?

Wealth Enhancement Group has raised obfuscated.

Overview

Wealth Enhancement Group

Total Funding

obfuscation

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

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About Wealth Enhancement Group

CB Rank

7837

Wealth Enhancement Group offers customized financial planning and investment management services.

Acquired by

TA Associates

Founded

obfuscation

Private

Funding Round

Plymouth, Minnesota, United States

1001-5000

wealthenhancement.com/

Financial Services

Risk Management

Wealth Management

Funding Rounds

Funding Round

OBF

obfuscation

Funding Round

OBF

obfuscation

Private Equity

OBF

obfuscation

Key People

Brett Fingerhut: Sr. Vice President / Financial Advisor
Past Role: Investor Solutions, Partner
Rick Shideman: Chief Information Officer, Chief Information Security Officer

Details

Legal Name

Wealth Enhancement Group, LLC.

Operating Status

Active

Company Type

For Profit

Founders

Bruce Helmer

About the Company

Wealth Enhancement Group offers customized financial planning and investment management services. The company is dedicated to helping clients avoid the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts.

Phone Number

17634171701

Contact Email

info@wealthenhancement.com

Predictions & Insights

Growth Insight

See this Growth Insight

Wealth Enhancement Group is

Lorem

to be growing

Top Contributing Factors

Recently Raised Funding

Growth Prediction

See this Growth Prediction

Products & Services

Customized Financial Planning

A service that develops personalized financial plans tailored to individual client goals and circumstances.

Investment Management Services

A service that manages client investment portfolios to meet specific financial objectives and risk profiles.

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Financials

Company Funding

Funding Rounds

Investors

Total Funding Amount

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Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Funding Round - Wealth Enhancement Group	—	obfuscated obfuscation	—	Funding Round
obfuscated obfuscation	Funding Round - Wealth Enhancement Group	—	obfuscated obfuscation	—	Funding Round
obfuscated obfuscation	Funding Round - Wealth Enhancement Group	—	obfuscated obfuscation	—	Funding Round
obfuscated obfuscation	Funding Round - Wealth Enhancement Group	—	obfuscated obfuscation	—	Funding Round
obfuscated obfuscation	Funding Round - Wealth Enhancement Group	—	obfuscated obfuscation	—	Funding Round

Funding Rounds

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Funding Round - Wealth Enhancement Group	—	obfuscated obfuscation	—	Funding Round
obfuscated obfuscation	Funding Round - Wealth Enhancement Group	—	obfuscated obfuscation	—	Funding Round
obfuscated obfuscation	Funding Round - Wealth Enhancement Group	—	obfuscated obfuscation	—	Funding Round
obfuscated obfuscation	Funding Round - Wealth Enhancement Group	—	obfuscated obfuscation	—	Funding Round
obfuscated obfuscation	Funding Round - Wealth Enhancement Group	—	obfuscated obfuscation	—	Funding Round

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.

Investor Name	Lead Investor	Funding Round	Partners
Onex	Yes	Private Equity Round - Wealth Enhancement Group	Todd Clegg
Onex	Yes	Private Equity Round - Wealth Enhancement Group	Todd Clegg
Onex	Yes	Private Equity Round - Wealth Enhancement Group	Todd Clegg
Onex	Yes	Private Equity Round - Wealth Enhancement Group	Todd Clegg
Onex	Yes	Private Equity Round - Wealth Enhancement Group	Todd Clegg