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Home
About
The Why
Executive Team
Mastermind Group
Latest Business News
Schedule Call/Meeting
MFO Platform
Engineering Strategies
Knowledge Center
Conferences
Fall Wealth Engineering Conference
Expert Sourcing
Wealth Advisory
Podcasts
Contact
News
Press Releases
Advisor Financing Joins The Wealth Engineering Expert Sourcing Consortium
The Wealth Engineering Family of Companies (WE) is pleased to announce its inclusion of Advisor Financing (AF), as an exclusive core component of its Expert Sourcing Consortium. “We are excited to include AF’s robust funding platform of specialized loan products and services for RIAs and Independent Advisors, Independent Insurance Agencies, and CPAs,.” said WE Founder and CEO, Nick Gregory, ChWE. “AF will serve the more than 2,170 wealth management, insurance and CPA firms that we consult with nationally. AF will help us continue to transform firms into a new wealth management dimension; magnifying their success by rejuvenating the contours of their practices to become more agile,” said Gregory.
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Trayecto Joins The Wealth Engineering Expert Sourcing Consortium
Lake Mary, FL, May 7th, 2025 – The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of Trayecto as an exclusive core component of its Expert Sourcing Consortium; synchronizing with our other expert sourcing firms and our elastic infrastructures – FusionPowered Wealth Advisory and OpenOption Practice Engineering Dashboards.
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InCap Group Joins The Wealth Engineering Expert Sourcing Consortium
Lake Mary, FL, February 27th, 2025 – The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of InCap Group as an exclusive core component of its Expert Sourcing Consortium
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