About Wealth Enhancement
Wealth Enhancement is a company based in Minneapolis (United States) founded in 1997 by Bruce Helmer was acquired by TA in July 2019. Wealth Enhancement has raised $2.41 million across 6 funding rounds from investors including Onex, TA Associates and Lightyear Capital. The company has 1,277 employees as of December 31, 2023. Wealth Enhancement has completed 60 acquisitions, including 10-15 Associates, AEPG and Atlas Fiduciary. Wealth Enhancement operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.
- Headquarter Minneapolis, United States
- Employees 1277 as on 31 Dec, 2023
- Founders Bruce Helmer
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Sectors
Financial Services
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Phone
Locked
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Website
Locked
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Social
Locked
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$2.41 M (USD)
in 6 rounds
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Latest Funding Round
$495.17 K (USD), Unspecified
Apr 01, 2026
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Investors
Onex
& 2 more
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Employee Count
1277
as on Dec 31, 2023
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Investments & Acquisitions
10-15 Associates
& 59 more
- Acquired by
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People of Wealth Enhancement
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Leadership Team
56 people
Finance and Accounting
38 people
Software Development Team
25 people
Sales and Marketing
11 people
Senior Team
9 people
Product Management Team
9 people
Legal and Compliance
8 people
Operations Team
7 people
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Funding Insights of Wealth Enhancement
Wealth Enhancement has successfully raised a total of $2.41M across 6 strategic funding rounds. The most recent funding activity was a Unspecified round of $495.17 thousand completed in April 2026. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investors in Wealth Enhancement
Wealth Enhancement has secured backing from 3 investors, including venture fund investors. Prominent investors backing the company include Onex, TA Associates and Lightyear Capital.
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Limited information is provided about Onex's activities.
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Multiple sectors are invested in by private equity firm TA.
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Private equity firm investing in financial services sector
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Investor details for Wealth Enhancement
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Verified entity values are shown only after access is granted.
Investments & Acquisitions by Wealth Enhancement
Wealth Enhancement has strategically engaged in corporate development activities, having acquired 60 companies. Notable acquisitions include 10-15 Associates, AEPG and Atlas Fiduciary.
Investment portfolio details for Wealth Enhancement
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
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Verified entity values are shown only after access is granted.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Financial services are provided to clients by the firm.
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Wealth management services are provided by Cimino Wealth Advisors.
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Financial advisory services are offered by the wealth management firm.
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Locked | Locked | 2017 | Locked |
Complete acquisition details for Wealth Enhancement
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- Transaction dates
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- Domains and locations
Verified entity values are shown only after access is granted.
Financial Statements - Wealth Enhancement
Detailed financials for Wealth Enhancement
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- Profit trends
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Wealth Enhancement Comparisons
Peer comparison for Wealth Enhancement
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- Named peers
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Competitors of Wealth Enhancement
Wealth Enhancement operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management, investment advisory, and financial services are provided.
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Northwestern Mutual is engaged in financial planning and insurance services.
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Retirement, investment, and insurance products and services are provided.
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Asset management and investment advisory services are provided to clients.
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Detailed competitors of Wealth Enhancement
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
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Verified entity values are shown only after access is granted.
Latest news on Wealth Enhancement
Complete news archive for Wealth Enhancement
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Frequently Asked Questions about Wealth Enhancement
Wealth Enhancement was founded in 1997 and raised its 1st funding round 24 years after it was founded.
Wealth Enhancement is headquartered in Minneapolis, United States. It is registered at Minneapolis, Minnesota, United States.
Wealth Enhancement is a funded company, having raised a total of $2.41M across 6 funding rounds to date.
As of Dec 31, 2023, the latest employee count at Wealth Enhancement is 1,277.
Wealth Enhancement was founded in 1997 and is headquartered in Minneapolis, United States. Operations focus on the financial services sector, where diversified investment management is handled. Services include portfolio management and advisory support for wealth accumulation. The firm serves clients across various asset classes, with co-founder Bruce Helmer contributing to its leadership. Geographic emphasis remains on the U.S. market.
Wealth Enhancement's top competitors include Fidelity Investments, Investec and S&P Global.
Wealth Enhancement has made 60 acquisitions, including 10-15 Associates, AEPG, and Atlas Fiduciary.
Wealth Enhancement has 3 investors. Key investors include Onex, TA Associates, and Lightyear Capital.