Convexitas Joins The Wealth Engineering Expert Sourcing Consortium

Lake Mary FL, September 16, 2025 – The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of CSG Partners as a core component of its Expert Sourcing Consortium. CSG joins other leading financial services practices that provide a comprehensive toolkit of M&A, client management, and practice management solutions to WE’s network of RIA, CPA, legal, and diversified wealth advisory firms representing over 11,400 specialists nationwide. Read more
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CSG Partners Joins The Wealth Engineering Expert Sourcing Consortium

Lake Mary FL, September 16, 2025 – The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of CSG Partners as a core component of its Expert Sourcing Consortium. CSG joins other leading financial services practices that provide a comprehensive toolkit of M&A, client management, and practice management solutions to WE’s network of RIA, CPA, legal, and diversified wealth advisory firms representing over 11,400 specialists nationwide. Read more
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Holistico Joins The Wealth Engineering Expert Sourcing Consortium

Lake Mary FL, August 21, 2025 – The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of Holistico as a 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. Read more
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