Wealth Enhancement Group key facts
as of Oct 2026- Provider of financial advisory and wealth management services intended for comprehensive personal and institutional financial planning.
- Wealth Enhancement Group is valued at approximately $107.0M as of Oct 2026 (last reported valuation).
- It has raised $741.6M; the latest was PE Growth/Expansion ($500K) in Apr 2026.
- Notable investors include Primark Capital, Onex, TA Associates Management.
- Status: Privately Held (backing).
Wealth Enhancement Group's last reported valuation, Jun 2015. Nothing priced has surfaced since.
- ·Watch Wealth Enhancement Group: the Monday email on marks, rounds and moves
Wealth Enhancement Group funding rounds
No funding rounds for Wealth Enhancement Group are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
Who backs Wealth Enhancement Group
3Wealth Enhancement Group valuation
Wealth Enhancement Group's last reported valuation was $107 million in Jun 2015. No priced round, secondary trade or fund mark has surfaced since.
Wealth Enhancement Group investors
3 investors are on record for Wealth Enhancement Group, including Primark Capital, Onex and TA Associates Management.
About Wealth Enhancement Group
Provider of financial advisory and wealth management services intended for comprehensive personal and institutional financial planning. The company integrates investment management, retirement strategies, tax-efficient planning, and insurance solutions, enabling clients to achieve long-term financial security and optimized wealth outcomes.
- Sector
- Financial Services
- HQ
- Plymouth, MN, United States
- Founded
- 1997
- Employees
- 1,841
- Website
- wealthenhancement.com/
- Ownership
- Privately Held (backing)
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