Enso Wealth Management
Enso Wealth Management appears to operate in the wealth management sector, serving individual and family clients with investment advisory and financial planning services, though no verifiable operational details are available in the provided source data.
- Company typePrivate
- Founded2014
- HeadquartersPetaluma, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
Enso Wealth Management firmographics
Firmographics- Name
- Enso Wealth Management
- Website
- https://ensowealth.com
- Company type
- Private
- Founded year
- 2014
- Headcount range
- 11–50 employees
- Short description
- Enso Wealth Management appears to operate in the wealth management sector, serving individual and family clients with investment advisory and financial planning services, though no verifiable operational details are available in the provided source data.
- Ownership category
- akta.pro rank
Enso Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industry
- Private Client/High-Net-Worth Advisory (FSAEAAAN)
Keywords
Where Enso Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Petaluma
- HQ country
- United States
- HQ region
- North America
Markets served
Enso Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Enso Wealth Management product offering
Product offeringCore offering
Enso Wealth Management is a wealth management firm whose business is implied by its name to provide investment advisory, portfolio management, and financial planning services to clients. The available source material contains only a parking/redirect URL from secureserver.net and provides no substantive details about the firm's specific offerings, client base, or service scope.
Differentiator
Problem solved
Functional benefit
Companies that use Enso Wealth Management
Customer profileIdeal customer profiles1 record
Enso Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Enso Wealth Management competitors and assessment
Company assessmentEmerging players
- Facet Wealth: Tech-enabled RIA offering flat-fee financial planning and investment management. Comparable as a digitally delivered, RIA-style wealth advisory firm targeting mass-affluent and HNW clients.
- Wealthfront: Leading automated investment advisor (robo-advisor) offering direct-to-consumer wealth management. Comparable as a digitally native RIA in the broader wealth management category, though with a very different delivery model.
Direct peers
- Bessemer Trust: Privately held wealth management and investment advisory firm focused exclusively on HNW and UHNW families. Comparable as a privately held, advisor-led RIA in the HNW wealth advisory segment.
- Creative Planning: Large independent RIA providing wealth management, financial planning, and tax services to HNW individuals. Comparable as a fast-growing, advisor-led RIA platform with a similar service model.
- Mariner Wealth Advisors: Independent, RIA-focused wealth advisory firm serving HNW and UHNW clients with planning, investment management, and family office-style services. Directly comparable as an independent RIA wealth manager built through organic growth and advisor acquisitions.
- Cerity Partners: Independent RIA offering wealth management, tax, and advisory services to HNW individuals, families, and institutions. Comparable as a multi-discipline independent wealth advisory firm.
Broad incumbents
- Goldman Sachs Private Wealth Management: Incumbent wealth advisory arm of a major global bank serving UHNW and HNW clients with investment advisory and planning services. Comparable as a large-scale, brand-rich private wealth advisory competitor.
- Charles Schwab Wealth Advisory: Schwab's wealth advisory offering combining advisor-led RIA services and digital tools across mass-affluent through HNW segments. Comparable as a scaled, hybrid RIA wealth management competitor.
- Edelman Financial Engines: One of the largest independent RIA platforms in the U.S., offering wealth advisory and planning to a broad mass-affluent and HNW client base. Comparable as a scaled RIA wealth manager with similar target customer segments.
- Fisher Investments: Large independent RIA managing significant client assets with a private client / HNW focus. Comparable as a high-scale independent wealth management firm competing in the same RIA advisory category that Enso Wealth Management is positioned in.
Market position
Customer concentration
Enso Wealth Management social profiles
Digital presenceEnso Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Enso Wealth Management leadership team
Management profileNumber of profiles
Enso Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Enso Wealth Management 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 Enso Wealth Management
What does Enso Wealth Management do?
Enso Wealth Management is a wealth management firm whose business is implied by its name to provide investment advisory, portfolio management, and financial planning services to clients. The available source material contains only a parking/redirect URL from secureserver.net and provides no substantive details about the firm's specific offerings, client base, or service scope.
When was Enso Wealth Management founded?
Enso Wealth Management was founded in 2014. It employs 11 to 50 people.
Where is Enso Wealth Management based?
Enso Wealth Management is headquartered in Petaluma, United States, in the North America region.
Who are Enso Wealth Management's main competitors?
Emerging players on record are Facet Wealth and Wealthfront. Direct peers are Bessemer Trust, Creative Planning, Mariner Wealth Advisors and Cerity Partners. Broad incumbents are Goldman Sachs Private Wealth Management, Charles Schwab Wealth Advisory, Edelman Financial Engines and Fisher Investments.
Does Enso Wealth Management have an API?
No public API is recorded for Enso Wealth Management.
What industry is Enso Wealth Management in?
Enso Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAEAAAN, Private Client/High-Net-Worth Advisory. Its NAICS code is 523991 and its SIC code is 6282.