NES Financial Becomes Wealth Management Group’s Exclusive Fund Administration Provider
Innovative Silicon Valley Fund Administrator Teams Up With WEI

Orlando, Florida
February 12, 2019


The Wealth Engineering Alliance, a division of The Financial Engineering Institute, is pleased to announce their selection of NES Financial as the preferred provider of middle- and back-office fund administration services for The Wealth Engineering Alliance’s (WEA) network of over 2,200 wealth management firms.
 
“We are excited to add NES Financial to our Expert Sourcing Team,” said WEA President and Managing Partner Nick Gregory, ChWE, CEBA, ChFWA. “Access to efficient, technology-enabled fund administration — representing the industry standard in security, transparency and compliance — is a necessity when it comes to comprehensive wealth management. NES Financial’s national presence and expertise in private equity fund administration, loan servicing, specialized EB-5 and Opportunity Zone Fund Administration, and 1031 tax deferred exchange services make them a natural fit for our team.”

NES Financial Executive VP Reid Thomas added, “WEA sought a mix of institutional-grade fund administration and personalized service, and they found their match in NES Financial. Success in modern wealth management depends on a combination of technology, domain expertise, and business process — when you bring those components together, you can do amazing things. We are honored to join WEA’s Expert Sourcing Team, and to help them reach their vision of success.”

With this announcement, NES Financial joins an arsenal of best-of-breed expert sourcing firms to provide services to WEA’s network of wealth management firms, investment and insurance advisors, attorneys, and CPAs across the nation. The result is the fusion of advanced knowledge, experience, services, and products with sound engineering principles to create a synchronized hub for family and business wealth building.

NES Financial is a Silicon Valley financial technology (FinTech) company providing technology-enabled solutions and services for the efficient back- and middle-office administration of complex financial transactions. Serving private equity, commercial real estate, and Fortune 1000 clientele, NES Financial offers industry-leading private equity fund administration, loan servicing, specialized EB-5 and Opportunity Zone Fund Administration, and 1031 tax-deferred exchange services. Their unwavering commitment to data security, operational redundancy, and compliance reporting is evidenced by 12 consecutive years of successful independent audits of their technology, processes, and financial controls. Today, NES Financial services more than 190 funds and administers over $20B annually. For more information, visit nesfinancial.com.
 
The Wealth Engineering Alliance (WEA), headquartered in Orlando, FL, serves over 2,200 wealth management firms, investment and insurance advisors, Attorneys, and CPAs across the nation. The WEA helps these professionals harmonize the complex wealth of families and businesses through the organization’s WealthEngineringTM Process. WEA is also the governing body and grantor of the Chartered Wealth Engineer (ChWE) professional designation. For more information about The Wealth Engineering Alliance, visit thefei.com or call 407.878.3520.