Wealth Engineering Family of Companies

What Wealth Engineering Family of Companies does

Wealth Engineering Family of Companies is a private consulting and ecosystem platform founded in 1996 by Nick Gregory and headquartered in Lake Mary, Florida. The company provides multi-disciplinary wealth engineering services, expert sourcing, and technology-enabled programs to wealth management firms, multi-family offices, CPA firms, broker-dealers, and insurance and investment organizations across the United States. It reports a network of 2,170+ wealth advisory and CPA firms encompassing 13,400+ top-tier advisors, with $480B+ in AUM and access to $9.3T in client net worth. The core technology stack includes the proprietary WealthEngineering™ Platform, the FusionPowered Wealth Advisory model that converts practices from AUM/Product Providers into Holistic Fee-Based/AUM Solutions Providers, and the OpenOption Practice Engineering Dashboards, all supported by a wealth ecosystem dashboard harmonizing advisory and technology workflows.

The business operates an Expert Sourcing Consortium of more than 14 best-of-breed partner firms covering AI-enabled private investment monitoring (Tamarix, Sofistic.AI), estate planning (Vanilla), managed cybersecurity (CyFlare), document management (FamVault), digital balance sheet aggregation (Allposit), options-based risk management (Convexitas), AI advisor tools (Holistico, Unlimited.AI, Continuum), technology consulting (Versoft), and business valuation (Fair Market Value). Revenue is generated through subscription and membership fees for the consortium and Wealth Engineering Alliance, professional services including coaching, training, marketing, case design, and modular engineering programs, and grants of proprietary professional designations (ChWE, ChFOA, ChCCA). The organizational structure includes six affiliated firms: The Wealth Engineering Institute, The Wealth Engineering Hub, The Charitable Capital Design Center, EBenefits Hub, My Wealth Hub, and the non-profit Give Back Nation, with a National CPA Firm Alliance extending distribution through BDO USA, LLP. No external funding, pricing, or revenue figures are publicly disclosed.

Name

Wealth Engineering Family of Companies

Legal name

The Family Business Hub, LLC

Website

https://mywehub.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

1–10 employees

Short description

Wealth Engineering Family of Companies is a private consulting and ecosystem platform providing multi-disciplinary wealth engineering services, expert sourcing, and technology-enabled programs to over 2,170 wealth management firms, multi-family offices, CPA firms, broker-dealers, and insurance organizations across the United States.

Ownership category

akta.pro rank

Product category

Wealth Management Consulting and Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742), Services-Membership Organizations (8600)

akta.pro primary industry

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

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Estate Planning & Trust Structuring Advisory (FSAEAKAC)

Keywords

• Wealth management consulting
• Advisory firm services
• Expert sourcing consortium
• Multi-family office solutions
• Professional wealth designations

Headquarters

HQ city

Lake Mary

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Expert Sourcing Consortium Fees: Revenue generated from offering a consortium of expert sourcing partner firms to WE's network of wealth management firms; partner firms pay to join and gain access to WE's 2,170+ firm network
2. Wealth Engineering Alliance Membership: Membership programs for wealth management firms providing access to WE's elastic infrastructure, coaching, training, marketing, case design, and cache of advanced strategies
3. Professional Designation Programs: WE serves as governing body and grantor of professional designations - Chartered Wealth Engineer (ChWE), Chartered Family Office Advisor (ChFOA), and Chartered Charitable Capital Advisor (ChCCA)
4. Engineering Strategy Programs: Modular consulting programs including coaching, training, marketing materials, case design, and web-based calculators with administration and tax reporting; private labeling available

Go-to-market motion1 record

Distribution channels5 records

Marketing channels7 records

Core offering

Wealth Engineering Family of Companies provides multi-disciplinary consulting, expert sourcing, and technology-enabled programs for wealth management firms, multi-family offices, CPA firms, and broker-dealers. Core deliverables include the WealthEngineering™ Platform, FusionPowered Wealth Advisory model, OpenOption Practice Engineering Dashboards, the Expert Sourcing Consortium of partner firms, and chartered professional designations (ChWE, ChFOA, ChCCA). The firm essentially operates as a consulting intermediary that helps advisory practices transform from AUM/Product Providers into Holistic Fee-Based/AUM Solutions Providers.

Product overview

The Wealth Engineering Family of Companies is a consulting and advisory firm (not a single software product) offering a multi-disciplinary suite of services for wealth management, multi-family offices, accounting, investment, and insurance advisors. The core offerings include the FusionPowered Wealth Advisory model, the OpenOption Practice Engineering Dashboards (a modular, white-label platform), and the proprietary WealthEngineering Platform. The ecosystem is supported by an Expert Sourcing Consortium featuring approximately 15+ partner products/modules including: Tamarix and Sofistic.AI (AI-enabled private investment monitoring), Convexitas (options-based tail liquidity), CyFlare (managed cybersecurity), Vanilla (estate planning technology), Allposit (digital balance sheet), FamVault (secure document management), Unlimited.AI and Continuum (AI-powered advisor tools), Versoft Consulting (technology consulting), and Fair Market Value (business valuation). Additional modular programs include CharitableCapital Planning/Gift Annuity, TaxEngineered Accredited Investing, Private Label Trust Services, and various executive benefit programs. WE also grants professional designations: Chartered Wealth Engineer (ChWE) and Chartered Family Office Advisor (ChFOA).

Differentiator

Problem solved

Functional benefit

Brands

• FusionPowered Wealth Advisory: A model that transforms firms from AUM/Product Providers to Holistic Fee-Based/AUM Solutions Providers
• OpenOption Practice Engineering
• Wealth Ecosystem Dashboard
• Expert Sourcing Consortium
• Chartered Wealth Engineer (ChWE)
• Chartered Family Office Advisor (ChFOA)
• Chartered Charitable Capital Advisor (ChCCA)

Products and services

• FusionPowered Wealth Advisory WE's flagship advisory model that transforms wealth management firms from 'AUM/Product Providers' to 'Holistic Fee-Based/AUM Solutions Providers' by fusing advanced knowledge, services, and products with sound engineering principles to create a synchronized hub for client wealth building.
• OpenOption Practice Engineering Dashboards Elastic infrastructure providing wealth advisors with a dynamic portfolio of white label, modular solutions including advanced strategies, marketing materials, booklets, presentations, and more. Supported by coaching, training, marketing, and case design services.
• WealthEngineering™ Platform Proprietary platform developed by WE combining engineering principles with financial knowledge to help clients deal more effectively with their wealth ecosystems while avoiding prepackaging, complexity, and sales-intensive atmosphere.
• Vanilla Estate Planning Platform Patented estate planning technology platform (offered through the Expert Sourcing Consortium) that enables advisors to integrate estate planning into client relationships regardless of net worth size. Transforms complex legal documents into clear, interactive visuals. Firms using Vanilla have reported a 50% increase in AUM.
• CyFlare 360-Degree Managed Cybersecurity Exclusive managed cybersecurity partner providing 24/7 monitoring, real-time threat detection, and compliance-aligned reporting through the Expert Sourcing Consortium. Helps wealth advisors meet regulatory and cyber insurance requirements.
• Tamarix Alternative Investment Digital Platform AI-enabled operating platform (offered through the Expert Sourcing Consortium) that helps advisory firms and family offices monitor private investments more efficiently. Automatically collects documents from GPs, extracts and organizes data into a single source of truth.
• Sofistic.AI Wealth Management Platform
• FamVault Secure Document Management
• Allposit Digital Balance Sheet
• Convexitas Tail Liquidity Investment Structures
• Holistico AI-Powered Advisor Toolkit
• Unlimited.AI Holistic Family Office Platform
• Continuum Advisor AI Workspace
• Versoft Consulting Technology Solutions
• Fair Market Value Business Valuation
• CharitableCapital™ Planning Program
• CharitableCapital™ Gift Annuity Program
• Private Label Trust Services Program
• TaxEngineered Accredited Investing Platform
• EBenefitsHub Platform
• Chartered Wealth Engineer (ChWE) Designation
• Chartered Family Office Advisor (ChFOA) Designation
• Chartered Charitable Capital Advisor (ChCCA) Designation
• Wealth Engineering Alliance Membership
• Expert Sourcing Consortium

Quantifiable outcome

• 50% increase in AUM reported by firms using Vanilla estate planning platform
• +1 more outcomes

Named customers5 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability9 records

Feature5 records

Partnerships

18 partnerships are on record, tiered core.

• AllpositcoreTechnology or Integration · 23 April 2026Allposit joins WE's Expert Sourcing Consortium providing HNW and UHNW clients with comprehensive digital balance sheet. Product aggregates, normalizes, and enriches disparate data to create dynamic, flexible interface for wealth holders. Designed for family offices, multi-family offices, and RIAs with flexible, cost-effective solution.
• FamVaultcoreTechnology or Integration · 2 April 2026FamVault's secure digital document management platform joins WE's Expert Sourcing Consortium. Enables wealth managers, CPAs, and broker-dealers to organize and deliver critical legal, financial, and personal documents during life events, incapacity, and wealth transitions. Expands WE's ecosystem with document management and estate planning tools.
• Sofistic.AIcoreTechnology or Integration · 17 March 2026Sofistic.AI integrates AI-enabled wealth management technology into WE's platform. Automates data collection from private investments and provides portfolio monitoring tools for wealth managers, family offices, CPAs, and broker-dealers. Offered to WE's network of 2,150+ wealth management firms nationwide.
• CyFlarecoreTechnology or Integration · 12 March 2026CyFlare named exclusive core cybersecurity partner within WE's Expert Sourcing Consortium. Delivers 24/7 managed cybersecurity monitoring, real-time threat detection, and compliance-aligned reporting to WE's network of 2,170+ wealth management firms, multi-family offices, CPA firms, and broker-dealers. Addresses ransomware, business email compromise, data theft risks and rising regulatory and cyber insurance requirements.
• VanillacoreTechnology or Integration · 10 March 2026Vanilla selected as exclusive estate planning technology partner for WE's Expert Sourcing Consortium. Platform helps advisors transition from product-focused practices to holistic wealth advisory models. Firms using Vanilla have reported a 50% increase in AUM. Vanilla serves as estate planning infrastructure for WE's advisory firms.
• TamarixcoreTechnology or Integration · 24 February 2026Tamarix AI-enabled platform joins WE's Expert Sourcing Consortium. Automates data collection from private investments and delivers portfolio monitoring and reporting capabilities, reducing manual work and improving oversight for advisory firms. Offered to WE's network of 2,150+ wealth management firms.
• Versoft ConsultingcoreImplementation/ SI/ Consulting Partner · 5 February 2026Versoft Consulting, a boutique investment technology consulting firm founded in 2015 by Verity Larsen, joins WE's Expert Sourcing Consortium. Assists wealth management firms with technology evaluation, vendor selection, implementation, project management, data conversion and validation. Helps modernize technology ecosystems and transform firms into Holistic Fee-Based/AUM Solutions Providers.
• ConvexitascoreTechnology or Integration · 29 January 2026Convexitas joins WE's Expert Sourcing Consortium delivering risk management tools and options-based strategies. Empowers advisory firms with institutional quality, high investment merit options strategies ranging from tax-aware risk reduction to absolute return. Helps differentiate firms during asset raising and improve client outcomes.
• HolisticocoreTechnology or Integration · 21 August 2025Holistico AI-powered advisor toolkit joins WE's Expert Sourcing Consortium. Designed to help financial professionals grow AUM, deliver personalized strategies, and build client trust. Provides full investment cycle support from portfolio analysis to compliance management. Offered to WE's 2,150+ wealth management firms.
• Unlimited.AIcoreTechnology or IntegrationUnlimited.AI provides Holistic Family Office Platform to WE's Expert Sourcing Consortium. AI-native command center infrastructure for high net worth focused RIAs, multi-family offices, and single family offices. Founded by David Sawyer, former COO of Legacy Knight MFO.
• ContinuumcoreTechnology or IntegrationContinuum provides Advisor AI Workspace for Client Servicing to WE's consortium. AI-powered workspace for wealth advisors enhancing client servicing capabilities.
• Fair Market ValuecoreTechnology or IntegrationFair Market Value provides business valuation and analysis services to WE's Expert Sourcing Consortium. Offers fair market value business valuation and analysis for wealth management firms.
• R&T Deposit SolutionscoreTechnology or IntegrationR&T provides Bank Deposit Solutions to WE's Expert Sourcing Consortium for wealth management firms needing deposit solutions.
• My Wealth HubcoreTechnology or IntegrationMy Wealth Hub serves as WE's Multi-Family Office Platform within the Expert Sourcing Consortium ecosystem.
• MyIHub.netcoreTechnology or IntegrationMyIHub.net provides Insurance Hub services to WE's Expert Sourcing Consortium for insurance solutions within wealth management.
• The Charitable Capital Design CentercoreStrategic or Co-development PartnerCharitable Capital Design Center provides Planned Giving Consulting Services within WE's ecosystem. Operates under IRC Section 664 providing charitable remainder trusts, lead trusts, gift annuities, donor advised funds, and other planned giving tools.
• Give Back NationcoreStrategic or Co-development PartnerGive Back Nation provides Charitable Fundraising Services to WE's ecosystem. National community foundation serving hundreds of non-profits on a concierge services basis and thousands of giving Americans. Founded by WE leadership including Nick and Kyle Gregory.
• BDO USA, LLPcoreStrategic or Co-development PartnerNational CPA Firm Alliance with BDO USA, LLP provides accounting firm network access for WE's Expert Sourcing Consortium. Expands distribution to CPA firms nationwide through BDO's extensive accounting network.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• iCapital Network: Platform that connects alternative investments (private equity, private credit, hedge funds) to RIAs and wealth managers. Directly comparable to WE's role curating alt-investment and structured-product access (Tamarix, Sofistic.AI, Convexitas) for its advisor network.
• Nitrogen (formerly Riskalyze): Risk tolerance, proposal generation, and client engagement platform built for RIAs and wealth advisors. Overlaps with WE's practitioner-facing tooling and partner products like Holistico (AI-powered portfolio analysis and proposals).
• Envestnet: Long-standing TAMP and advisor technology platform serving thousands of RIAs and wealth managers with portfolio management, reporting, and practice management. Competes for the same advisor budgets WE monetizes.
• Orion Advisor Solutions: Provides a comprehensive advisor technology platform (TAMP, portfolio accounting, CRM, practice management) to RIAs. Directly comparable to WE's WealthEngineering Platform and OpenOption Practice Engineering Dashboards in serving advisory firms with technology and consulting.
• Tamarac (My Back Office): Advisor technology platform providing portfolio rebalancing, reporting, billing, and CRM to RIAs. Closely comparable to WE's enterprise consulting-and-tech bundle for advisory firms.
• Advyzon: Cloud-based wealth management platform offering CRM, portfolio management, reporting, and a TAMP. Competes with WE's OpenOption dashboards for the same RIA technology budget.

Broad incumbents

• SEI Investments: Large public asset management and technology services firm serving wealth managers and institutional investors. Operates a scaled TAMP and advisor services suite that overlaps with WE's enterprise offerings.
• Fidelity Institutional: Institutional services arm of Fidelity serving RIAs and wealth managers with custody, technology, and practice management. Broad incumbent comparable in target market and bundle of services.
• Schwab Advisor Services: Custodial and technology services arm of Charles Schwab serving RIAs. Provides bundled technology, consulting-style support, and practice management resources that broadly overlap with WE's value proposition.

Emerging players

• Vanilla: Patented estate planning technology platform for advisors. Listed as an Expert Sourcing Consortium partner of WE but operates as an independent vendor serving the same RIA customer base — making it a partial peer and partner hybrid.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/wealth-engineering

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries6 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 Wealth Engineering Family of Companies