Name

Encompass Group, LLC

Legal name

Encompass Group LLC

Website

https://encompass-group.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Private Banking & UHNW Wealth Advisory (FSAEABAC), Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO) (FSABADAK), Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)

Keywords

• Wealth architecture services
• Exit planning advisory
• Tax mitigation consulting
• Fractional executive services
• Business transition advisory

Headquarters

HQ city

West Suffield

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Strategic Advisory & Wealth Architecture Services: Bespoke financial advisory services for high-net-worth founders structuring exits, liquidity events, and wealth preservation. Services include business diagnosis, liquidity extraction strategy, M&A exit alignment, and post-sale sovereignty planning. Revenue derived from engagement fees and ongoing advisory retainers for coordinated wealth and exit strategy.
2. Fractional C-Suite Deployment: Deployment of fractional CFOs, COOs, and HR executives directly into client firms to drive operational improvements and enterprise valuation. Revenue model based on retainer engagements for embedded executive talent.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Encompass Group is a wealth architecture firm that coordinates business exit strategy, personal wealth planning, and tax mitigation for high-net-worth founders with $5M+ enterprise value, typically 3-5 years before a liquidity event. Core offerings include tax mitigation and estate freeze structures (Trust Encompass), embedded fractional executive leadership for EBITDA optimization (Consult Encompass), Custom Cash Balance retirement plans bypassing standard 401(k) caps (Ascensus), and B2B back-office partnership for financial professionals (Encompass for Brokers). Services are delivered via bespoke multi-year advisory engagements initiated through a "Clarity Call" consultation.

Product overview

Encompass Group, LLC is a wealth architecture firm operating as a platform of integrated services targeting high-net-worth founders with $5M+ enterprise value. The company is structured around four core service sub-brands: Trust Encompass (wealth coordination and tax mitigation), Consult Encompass (fractional C-suite executive services), Ascensus (institutional retirement architecture with Custom Cash Balance Plans), and Encompass for Brokers (B2B broker partnership services). These operate alongside a suite of 12 interactive financial planning tools and the Sovereign Wealth Protocol methodology. The ecosystem is coordinated through a unified platform approach, with sister companies sharing strategic frameworks for exit planning, tax efficiency, and multi-generational wealth preservation.

Differentiator

Problem solved

Functional benefit

Brands

• Trust Encompass: Advanced wealth architecture and tax mitigation services for high-net-worth founders
• Consult Encompass
• Ascensus
• Encompass for Brokers

Quantifiable outcome

• 100% federal capital gains tax deferral possible via Section 1042 ESOP Qualified Replacement Property mechanism
• +2 more outcomes

Named customers6 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Four partnerships are on record, tiered core and minor.

• Trust Encompass, LLCcoreStrategic or Co-development PartnerWealth architecture subsidiary providing sophisticated wealth coordination and tax mitigation services. Engineers legal and financial structures (tax mitigation, exit liquidity, estate freeze) for high-net-worth founders. Core member of the Encompass Group ecosystem.
• Consult Encompass, LLCcoreStrategic or Co-development PartnerFractional C-Suite subsidiary deploying embedded executive leadership (CFO, COO, HR) into client firms to drive enterprise valuation and operational efficiency 3-5 years pre-liquidity event. Focuses on EBITDA optimization, operations scaling, and HR strategy.
• AscensuscoreStrategic or Co-development PartnerRetirement architecture subsidiary specializing in advanced tax-advantaged wealth accumulation and Custom Cash Balance Plans for transitioning business owners. Enables bypass of standard 401(k) contribution caps.
• Encompass for BrokersminorChannel Partner/ Reseller/ DistributorB2B mentorship and back-office integration program designed for P&C and benefit insurance professionals seeking to scale revenue through wealth coordination services. Provides dedicated partnership resources for financial advisors.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Market position

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/encompass-groupllc

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries4 records

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 Encompass Group, LLC