Wealth Engineering

What Wealth Engineering does

Wealth Engineering (legal entity The Family Business Hub, LLC, doing business as My Wealth Hub) is a US-based, privately held consulting firm and technology platform operating since 1996. It serves wealth advisory and CPA practices — reportedly 2,170+ firms and 13,400+ advisors with $480B+ in aggregate AUM and $9.3T in client net worth — by helping them transition from AUM-based billing to fee-based, holistic advisory models.

The product surface combines a proprietary methodology (FusionPowered Wealth Advisor), a multi-pillar service architecture (Engineering Strategies, OpenOption Dream Engineering, Expert Sourcing), an operating platform (MFO Platform, Wealth Ecosystem Dashboard hosted at mywealth-hub.com), and three self-administered professional designations (ChWE, ChCCA, ChFOA) that credential advisors. Distribution is driven by an annual Wealth Engineering Conference held each September and a recurring Mastermind Group that functions as a peer community for member firms.

The firm monetizes through a mix of recurring subscriptions to the platform and methodology, professional-services engagements, licensing/royalty income tied to designations and curriculum, and event-driven revenue from the conference and community programs. Go-to-market is sales-led and community-led, with no disclosed funding events, M&A activity, or leadership transitions in the available data.

Name

Wealth Engineering

Legal name

The Family Business Hub, LLC

Website

https://thefei.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

1–10 employees

Short description

Wealth Engineering is a US consulting firm and technology platform, founded in 1996, that helps wealth advisory and CPA firms convert from AUM fees to fee-based holistic advisory models via methodology, software, and proprietary professional designations.

Ownership category

akta.pro rank

Product category

Wealth Management Consulting

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (525920)

SIC

Investment Advice (6282)

akta.pro primary industry

Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)

akta.pro secondary industries

Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE), Estate Planning & Trust Structuring Advisory (FSAEAKAC), Private Banking & UHNW Wealth Advisory (FSAEABAC)

Keywords

• Wealth advisory consulting
• White label solutions
• Expert sourcing network
• Family office advisory
• Professional designations

Headquarters

HQ city

Lake Mary

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Technology or R&D, Operations

Revenue model

1. Non-AUM Fee Structures: Growing organically through fee-based structures separate from traditional AUM (Assets Under Management) model. Provides a 'fee-based mall of capabilities' allowing advisors to add new ingredients to their products and services.
2. Expert Sourcing Services: Arsenal of best-of-breed expert sourcing firms providing multi-disciplined professional services to amplify value and success of wealth advisory firms
3. White Label Solutions Licensing: Modular white-label solutions including strategies, marketing materials, coaching, training and case design sold to wealth advisory firms

Pricing tiers

Go-to-market motion3 records

Distribution channels2 records

Marketing channels6 records

Core offering

Wealth Engineering provides multi-disciplinary consulting services to wealth advisory and CPA firms, helping them transition from traditional AUM-based models to fee-based holistic wealth solutions. Core offerings include white-label modular strategies, expert sourcing across insurance, investment, legal, accounting, and estate planning, plus the Wealth Ecosystem Dashboard platform and the FusionPowered Wealth Advisor framework. The firm also serves as governing body for the Chartered Wealth Engineer (ChWE), Chartered Charitable Capital Advisor (ChCCA), and Chartered Family Office Advisor (ChFOA) professional designations.

Product overview

Wealth Engineering offers a platform-plus-modules architecture anchored by the MFO Platform (mywealth-hub.com) and the FusionPowered Wealth Advisor, which serves as the core fee-based solution enabling advisors to grow through non-AUM structures. The Wealth Ecosystem Dashboard provides the tech interface while Expert Sourcing, Engineering Strategies, and OpenOption Dream Engineering function as modular service layers. The company also grants three professional designations: Chartered Wealth Engineer (ChWE), Chartered Charitable Capital Advisor (ChCCA), and Chartered Family Office Advisor (ChFOA). The offering is described as a "fee-based mall of capabilities" combining white label modular solutions with advanced strategies and marketing support.

Differentiator

Problem solved

Functional benefit

Products and services

• MFO Platform (mywealth-hub.com)

Quantifiable outcome

• Serving 2,170+ wealth advisory and CPA firms with 13,400+ advisors
• +1 more outcomes

Segments8 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Riskalyze (now Nitrogen): Risk-tolerance and proposal-generation software for advisors — comparable as a content/methodology-plus-software enabler helping advisors differentiate client engagement, similar GTM to advisory firms.
• Mark Matson / Matson Money: Advisor coaching firm combining behavioral finance research, training, and proprietary methodology to help advisors deliver holistic fee-based advice — near-direct comparison to Wealth Engineering's fusion/methodology plus coaching model.
• CEG Worldwide: Consulting and coaching firm for wealth management firms and RIAs — directly comparable business model: advisory consulting to financial advisors seeking growth and differentiation, including conference and training offerings.
• FMG Suite (Curated Brands): Marketing and content library provider for financial advisors — highly comparable white-label content, websites, and educational materials sold into the same wealth advisory buyer.

Broad incumbents

• Mercer Advisors: National RIA offering comprehensive fee-based wealth management with multi-family office capabilities — overlapping with Wealth Engineering's holistic/fee-based message and HNW/MFO customer segment.
• Orion Advisor Technology: Large-scale wealthtech platform offering portfolio management, CRM, and advisor dashboards to RIAs and wealth management firms — directly comparable infrastructure layer for the same advisor customer segment Wealth Engineering serves.
• Envestnet: Public TAMP and advisor technology provider powering wealth management ecosystems for thousands of advisors — same buyer (wealth advisory firms), with both practice management software and managed investment solutions.
• Addepar: Wealth management data and analytics platform serving large RIAs, family offices, and private banks — comparable in targeting advisors managing HNW and UHNW household wealth via technology.
• Schwab Advisor Services (TAMP/Schwab Wealth): Leading custodian and TAMP for RIAs — comparable advisor enablement layer providing custody, technology, and practice management resources to the same independent wealth advisor base.

Emerging players

• Advisor Growth Strategies: Coaching and consulting firm focused on helping financial advisors and firm owners scale — comparable practice management and growth consulting for the same advisor buyer, smaller scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/the-wealth-engineering-family-of-companies

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wealth Engineering