| Date | Title | Description |
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| Sep 1, 2026 | Visory Joins The Wealth Engineering Expert Sourcing Consortium | The Wealth Engineering Family of Companies (WE) today announced that Visory has joined its Expert Sourcing Consortium
The Visory team brings deep experience helping firms strengthen security, modernize operations and build a more resilient ... |
| Aug 20, 2026 | Greenboard Joins The Wealth Engineering Expert Sourcing Consortium | The Wealth Engineering Family of Companies (WE) today announced that Greenboard has joined its Expert Sourcing Consortium
Joining the Wealth Engineering Expert Sourcing Consortium puts our AI-native platform in front of the exact firms we’r... |
| Aug 13, 2026 | The Wealth Engineering Family of Companies today announced that ETF Create has joined its Expert Sourcing Consortium | Joining the Wealth Engineering Expert Sourcing Consortium puts ETF Create in front of exactly the firms we are built to serve—growth-minded advisory firms with strong investment ideas”
— Dan Mohr, Founder of ETF Create
ORLANDO, FL, UNITED S... |
| Aug 4, 2026 | American Standard Gold Joins The Wealth Engineering Expert Sourcing Consortium | The Wealth Engineering Family of Companies (WE) today announced that American Standard Gold (ASG) has joined its Expert Sourcing Consortium
Joining the Wealth Engineering Expert Sourcing Consortium puts our precious metals platform in front... |
| Jul 29, 2026 | The Wealth Engineering Institute Launches the Enhanced, Online Chartered Family Office Advisor™ Professional Designation | UHNW families have long been frustrated by prepackaged products, fragmented advisor relationships, and unnecessary complexity”
— Nick Gregory, CEO of The Wealth Engineering Family of Companies
ORLANDO, FL, UNITED STATES, July 29, 2026 /EINP... |
| Jul 23, 2026 | New Book Names the 'Seismic Shift' Reshaping High-Net-Worth Wealth Advisory | Drawing on a landmark 1979 Stanford Research Institute survey and four decades of practice, wealth advisory pioneer Nick Gregory introduces “Wealth Engineering”
The profession that made you successful yesterday is not the profession that wi... |
| Jul 7, 2026 | STP’s ComplianceAdvisor Joins The Wealth Engineering Expert Sourcing Consortium | The Wealth Engineering Family of Companies (WE) today announced that STP’s ComplianceAdvisor Platform has joined its Expert Sourcing Consortium
Joining the Wealth Engineering Expert Sourcing Consortium puts our compliance solutions in front... |
| Jun 30, 2026 | FairMarketValue Joins The Wealth Engineering Expert Sourcing Consortium | RMV Logo
The Wealth Engineering Family of Companies is pleased to announce the inclusion of Fair Market Value as a core component of its Expert Sourcing Consortium.
We are excited to welcome FairMarketValue into our partnership ecosystem, g... |
| Apr 28, 2026 | Allposit Joins The Wealth Engineering Expert Sourcing Consortium | The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of Allposit as a core component of its Expert Sourcing Consortium;
We appreciate the warm welcome into The Wealth Engineering Expert Sourcing Consortium an... |
| Mar 17, 2026 | Sofistic.AI Joins The Wealth Engineering Expert Sourcing Consortium | The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of Sofistic.AI as a core component of its Expert Sourcing Consortium
We appreciate the warm welcome into The Wealth Engineering Expert Sourcing Consortium ... |
| Mar 12, 2026 | CyFlare joins The Wealth Engineering Expert Sourcing Consortium as its Exclusive Managed Cybersecurity Partner | The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of CyFlare as an exclusive core cybersecurity partner
We are excited to include the comprehensive cybersecurity management services offered by CyFlare”
— N... |
| Mar 10, 2026 | Vanilla Joins The Wealth Engineering Expert Sourcing Consortium as its Exclusive Estate Planning Technology Partner | The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of the Vanilla patented estate planning platform as a core component
Advisors should be the quarterback of their clients' financial lives, and that means e... |
| Sep 30, 2025 | AdvizorStack Joins The Wealth Engineering Expert Sourcing Consortium | We are excited to include the robust independence, technology and fractional consulting expertise that AdvizorStack delivers to empower and scale wealth advisory firms within our partnership ecosystem”
— Nick Gregory, CEO of The Wealth Engi... |
| Sep 18, 2025 | BeyondWill Joins The Wealth Engineering Expert Sourcing Consortium | The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of BeyondWill as a core component of its Expert Sourcing Consortium
We are excited to include the proactive, client-centric estate planning solutions offer... |
| Sep 16, 2025 | CSG Partners Joins The Wealth Engineering Expert Sourcing Consortium | 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.
We are excited to include the employee stock ownership plan (ESOP) investment bankin... |
| Aug 21, 2025 | Holistico Joins The Wealth Engineering Expert Sourcing Consortium | The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of Holistico as a core component of its Expert Sourcing Consortium.
We are excited to include the comprehensive suite of wealth advisory AI solutions offer... |
| May 16, 2025 | Cyberfin Joins The Wealth Engineering Expert Sourcing Consortium | The WE Fusion Powered Wealth Advisory model transforms firms from “AUM/Product Providers” to “Holistic Fee-Based/AUM Solutions Providers,” while streamlining technology.”
— Nick Gregory, ChWE
ORLANDO, FL, UNITED STATES, May 16, 2025 /EINPre... |
| Feb 18, 2025 | PPC LOAN Joins The Wealth Engineering Expert Sourcing Consortium | The Wealth Engineering Family of Companies (WE) is pleased to announce its inclusion of PPCLoan as an exclusive core component of its Expert Sourcing Consortium
Building on our shared legacy of exceptional service to the financial services ... |
| Feb 5, 2025 | Three Crowns Marketing Joins The Wealth Engineering Expert Sourcing Consortium | The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of Three Crowns Marketing to its Expert Sourcing Consortium
We appreciate the warm welcome into The Wealth Engineering Expert Sourcing Consortium and oppor... |
| Jan 7, 2025 | H2CYBER Joins The Wealth Engineering Expert Sourcing Consortium | We are grateful for the warm welcome into The Wealth Engineering Expert Sourcing Consortium and for the opportunity to apply our expertise to their exceptional network of wealth management firms”
— Paul Horn
LAKE MARY, FL, UNITED STATES, Ja... |
| Dec 12, 2024 | Alta Trust Company Joins The Wealth Engineering Expert Sourcing Consortium | Alta Trust Company Joins The Wealth Engineering Expert Sourcing Consortium
The WE Family of Companies is pleased to announce the inclusion of Alta Trust Company as an exclusive core component of its Expert Sourcing Consortium
We appreciate ... |
| Dec 4, 2024 | IRS Solutions Joins The Wealth Engineering Expert Sourcing Consortium | IRS Solutions Joins The Wealth Engineering Expert Sourcing Consortium
Wealth Engineering (WE) is pleased to announce the inclusion of IRS Solutions(IRSS) as an exclusive core component of its Expert Sourcing Consortium
We appreciate the war... |
| Jul 9, 2024 | Gladstone Group Joins The Wealth Engineering Expert Sourcing Consortium | Gladstone Group Joins The Wealth Engineering Expert Sourcing Consortium
The Wealth Engineering Family of Companies announces the inclusion of Gladstone Group as an exclusive core component of its Expert Sourcing Consortium.
The WE consultin... |
| May 2, 2024 | Quist Valuation Joins The Wealth Engineering Expert Sourcing Consortium | The Wealth Engineering Family of Companies is pleased to announce the inclusion of Quist Valuation as an exclusivecomponent of its Expert Sourcing Consortium.
Quist’s President, Shina Culberson, will be a featured presenter at The Wealth En... |
| Apr 18, 2024 | Corenology Joins The Wealth Engineering Expert Sourcing Consortium | The Wealth Engineering Family of Companies is pleased to announce the inclusion of Corenology as an exclusive core component of its Expert Sourcing Consortium.
One of Corenology’s co-founders, Andrew Howell, will be a featured presenter at ... |
| Apr 10, 2024 | TaxPlanIQ Joins The Wealth Engineering Expert Sourcing Consortium | TaxPlanIQ’s Lukas will be a featured speaker at Wealth Engineering Conference, to be held in Orlando in May. To register for the event, you can visit: https://events.thefei.com/”
— Nick Gregory, ChWE
ORLANDO, FL, USA, April 10, 2024 /EINPre... |
| Feb 22, 2024 | EBenefitsHub proudly announces that Gravie with its ICHRA Platform is now an Exclusive National CorePartner | ICHRA’s popularity is skyrocketing ( ... ), they are an ideal choice for employers who want to set a defined contribution for their employees’ health benefits but not have to manage a health plan,”
— Andrew Reeves, SVP and General Manager o... |
| Feb 20, 2024 | AdvisorEngine® joins The Wealth Engineering Expert Sourcing Consortium - Master The HNW Wealth Advisory Maze At Scale | At AdvisorEngine, we are dedicated to supporting advisory firms working to solve their growth challenges and deliver their excellence at scale,”
— AdvisorEngine CEO Rich Cancro
ORLANDO, FLORIDA, UNITED STATES, February 20, 2024 /EINPresswir... |
| Jul 11, 2023 | EBenefits Hub Announces NueSynergy as Exclusive National Core Partner | NueSynergy continues to expand its national presence by offering a wide variety of forward-thinking, employer-centric products and services”
— Josh Collins, President of NueSynergy
ORLANDO, FLORIDA, UNITED STATES, July 11, 2023/EINPresswire... |
| Jun 5, 2023 | The Bancorp Bank Joins The Wealth Engineering Expert Sourcing Consortium | "This Wealth Advisory centered banking platform will help us continue to transform firms into a new wealth management dimension," -WE CEO Nick Gregory, ChWE.
The Bancorp Inc. (NASDAQ:TBBK)
The Bancorp aims to help financial profes... |
| Mar 16, 2023 | Eyeballs Financial Joins The Exclusive Wealth Engineering Expert Sourcing Consortium | A client-focused, voice activated custom mobile app for wealth managers
Advisors can now cut away so much of their client communication wrangling, on-the-fly; no more 'playing phone, text and e-mail tag.'”
— Nick Gregory, ChWE
LAKE MARY, FL... |
| Mar 15, 2023 | Covr Financial Technologies Joins The Exclusive Wealth Engineering Expert Sourcing Consortium | An End-To-End Virtual Insurance Hub for Wealth Managers Professionals can white-label client-focused insurance websites
This brilliantly bundled concierge platform will help us bridge the insurance planning and implementation gaps for our w... |