Wealth Engineering
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.
- Company typePrivate
- Founded1996
- HeadquartersLake Mary, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
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.
Wealth Engineering firmographics
Firmographics- 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
Wealth Engineering industry classification
Industry- 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
Where Wealth Engineering is headquartered
LocationHeadquarters
- HQ city
- Lake Mary
- HQ country
- United States
- HQ region
- North America
Markets served
Wealth Engineering business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Technology or R&D, Operations
Revenue model
- 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.
- 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
- White Label Solutions Licensing: Modular white-label solutions including strategies, marketing materials, coaching, training and case design sold to wealth advisory firms
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise Advisory Solutions |
Go-to-market motion3 records
Distribution channels2 records
Marketing channels6 records
Wealth Engineering product offering
Product offeringCore 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
Companies that use Wealth Engineering
Customer profileSegments8 records
Ideal customer profiles1 record
Wealth Engineering technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
Wealth Engineering partnerships and signals
Strategic signalScale indicators3 records
Recent moves6 records
Expansion highlights5 records
Wealth Engineering competitors and assessment
Company assessmentDirect 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
Wealth Engineering social profiles
Digital presenceWealth Engineering financial estimates
Financial estimateRevenue estimate
Valuation estimate
Wealth Engineering leadership team
Management profileNumber of profiles
Wealth Engineering funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Wealth Engineering M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Wealth Engineering
What does Wealth Engineering do?
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.
Is Wealth Engineering a public or private company?
Wealth Engineering is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Wealth Engineering founded?
Wealth Engineering was founded in 1996. It employs 1 to 10 people.
Where is Wealth Engineering based?
Wealth Engineering is headquartered in Lake Mary, United States, in the North America region.
How does Wealth Engineering make money?
Three revenue lines are on record. Non-AUM Fee Structures are the primary driver. The others are expert Sourcing Services and white Label Solutions Licensing.
Who are Wealth Engineering's main competitors?
Direct peers on record are Riskalyze (now Nitrogen), Mark Matson / Matson Money, CEG Worldwide and FMG Suite (Curated Brands). Broad incumbents are Mercer Advisors, Orion Advisor Technology, Envestnet, Addepar and Schwab Advisor Services (TAMP/Schwab Wealth). Advisor Growth Strategies is listed as an emerging player.
Does Wealth Engineering have an API?
No public API is recorded for Wealth Engineering.
What industry is Wealth Engineering in?
Wealth Engineering's product category is Wealth Management Consulting. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech), with a secondary code of FSAAAAAE, Hybrid Advice (Advisor + Digital) Platforms. Its NAICS code is 523940 and its SIC code is 6282.