For Immediate Release
Eyeballs Financial Joins The Exclusive Wealth Engineering Expert Sourcing Consortium
A client-focused, voice-activated custom mobile app for wealth managers
Lake Mary, FL, March 15, 2023 – The Wealth Engineering Family of Companies (WE) is pleased to announce its inclusion of Eyeballs Financial (EF) as an exclusive core component of its Expert Sourcing Consortium. “We are excited to include EF’s custom advisor mobile app communication technology” said WE Founder and CEO, Nick Gregory, ChWE. “EF’s System, helps us better serve the more than 2,100 wealth management firms and multi-family offices, as well as CPA, B/D, insurance and investment organizations that we consult with nationally.”
For Immediate Release
Cumberland Trust Joins The Wealth Engineering Expert Sourcing Consortium
Lake Mary, FL, February 7, 2023 – The Wealth Engineering Family of Companies (WE) is pleased to announce its inclusion of Cumberland Trust (CT) as an exclusive core component of its Expert Sourcing Consortium. “We are excited to include Cumberland Trust’s robust platform,” said WE Founder and CEO, Nick Gregory, ChWE. “Its dynamic trust administration services infrastructure helps us better serve the more than 2,150 wealth management firms and multi-family offices, as well as CPA, B/D, insurance and investment organizations that we consult with nationally. This trust services platform 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.
For Immediate Release
Encorestate Plans Joins The Wealth Engineering Expert Sourcing Consortium
Lake Mary, FL, February 7, 2023 – The Wealth Engineering Family of Companies (WE) is pleased to announce its inclusion of Encorestate Plans (EP) as an exclusive core component of its Expert Sourcing Consortium. “We are excited to include EP’s estate planning platform.” said WE Founder and CEO, Nick Gregory, ChWE. “EP’s dynamic estate planning infrastructure helps us better serve the more than 2,100 wealth management firms and multi-family offices, as well as CPA, B/D, insurance and investment organizations that we consult with nationally.
For Immediate Release
Providing Wealth Managers A Truly Paperless, Digital Ecosystem For Alternative Investments
• Reduce transaction time from weeks to days •
Orlando, FL and Philadelphia, PA, November 3, 2021 – The Wealth Engineering Family of Companies (WE) and Alternative Investment Exchange (AIX) today announced that they have deepened their long term partnership with the renewal of AIX as the exclusive provider of it’s alternative investment ecosystem for the WE network of more than 2,100 wealth management firms encompassing 8,400+ wealth advisors.
For Immediate Release
FP Alpha Teams Up With The Wealth Engineering Family of Companies
Orlando Florida, October 28, 2020 – The Wealth Engineering Family of Companies (WE) is pleased to announce its addition of the FP Alpha intuitively structured planning platform for its network of over 2,100 wealth advisory firms.
For Immediate Release
Tri-Merit Teams up with The Wealth Engineering Family of Companies
Orlando Florida, July 22, 2020 – The Wealth Engineering Family of Companies is pleased to announce its selection of Tri-Merit as its preferred provider of Specialty Tax Services for its network of over 2,100 wealth advisory firms.
For Immediate Release
BDO Alliance USA and The Wealth Engineering Institute Renew Their Relationship
The Wealth Engineering Expert Sourcing Consortium
Orlando Florida, June 25, 2020 – The Wealth Engineering Institute is pleased to announce its renewal of BDO Alliance USA as its preferred provider of accounting and tax services for its network of over 2,100 wealth advisory firms.