Wealth Enhancement Tech Stack

Comprehensive wealth management firm serving mid and high-net-worth clients

Financial Services Plymouth, Minnesota 1,001–5,000 employees Privately Held

Wealth Enhancement is a 1,000+ person wealth management firm operating a six-specialist advisory model (Roundtable) paired with an internal process framework (UniFi). The tech stack is heavily Salesforce + Microsoft + Workday—enterprise tools typical for large advisory operations—with recent SharePoint adoption suggesting an internal collaboration push. Hiring skews heavily toward finance (48 roles) and support (31), with sales at 28 and sparse data/marketing functions, indicating a service-delivery and back-office-heavy organization wrestling with sales pipeline and client conversion rather than product innovation.

Tech Stack 19 technologies

Core StackSalesforce Workday DocuSign Jira HubSpot Google Ads Canva Power BI Microsoft Office Excel Microsoft 365 PowerPoint Word CCH Axcess Ironclad CRM YouTube Visio

AdoptingSharePoint

What Wealth Enhancement Is Building

◆Challenges

Sales growth
Complex service and investment needs
Grow territory
Converting strategy-only clients to full wealth management
Streamlining operational processes
Advisor retirement
Referral generation
Building a stronger sales pipeline
High-net-worth client onboarding
Data accuracy consistency

▲Active Projects

Grow territory
New client onboarding
M&a due diligence
Event coordination
Source and close prospects
Systematize review process
Mid and high net worth case closure
Expanding wallet share
Advisory practice integration
Platform enhancement training

Hiring Activity

Steady130 roles · 55 in 30d

Department

Finance

Support

Sales

Ops

Marketing

Data

Legal

Seniority

Senior

Mid

Junior

Manager

Intern

Director

Lead

Notable leadership hires: Director of Finance

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About Wealth Enhancement

Wealth Enhancement was founded in 1997 and operates across comprehensive financial planning, investment management, tax strategies, risk management, insurance, and estate planning for clients nationwide. The firm employs a team-based advisory model—the Roundtable—designed to consolidate multiple financial relationships under one roof and reduce client friction in wealth decision-making. Operations span six core wealth-management disciplines, supported by a three-step internal process (UniFi) for organizing and simplifying client financial lifecycles. Current focus areas include new client onboarding, mid and high-net-worth case closure, territory growth, and advisor practice integration.

HeadquartersPlymouth, Minnesota

Company Size1,001–5,000 employees

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Wealth Enhancement use?

Wealth Enhancement uses Salesforce, Workday, Microsoft 365, DocuSign, Jira, HubSpot, Power BI, and CCH Axcess. The firm recently adopted SharePoint for internal collaboration.