Press Releases

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

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

Lake Mary, FL, March 2, 2023 – The Wealth Engineering Family of Companies (WE) is pleased to announce its inclusion of Covr Financial Technologies (Covr) as an exclusive core component of its Expert Sourcing Consortium. “We are excited to include Covr’s end-to-end digital Insurance platform to power our My Insurance Hub (MyIhub.net) division .” said WE Founder and CEO, Nick Gregory, ChWE. “Covr’s comprehensive virtual insurance platform, 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

EBenefitsHub

A Seamlessly Harmonized Employee Benefits Platform Engineered for Benefits Professionals

Design • Quote • Present • Enroll • Engage • Communicate • Renew • Manage

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

Blockchange, Inc. Teams Up With The Wealth Engineering Family of Companies

Orlando Florida, September 22, 2020 – The Wealth Engineering Family of Companies (WE) is pleased to announce its selection of Blockchange as its preferred Digital Asset Management Platform for its network of over 2,100 wealth advisory firms.

For Immediate Release

Alternative Investment Exchange (AIX) Becomes Wealth Engineering Institute’s Exclusive Provider

Orlando, FL and Philadelphia, PA, August 19, 2020 – The Wealth Engineering Institute (WEI) and Alternative Investment Exchange (AIX) today announced that AIX has been selected as the exclusive provider of alternative investment processing for WEI’s network of more than 2,100 wealth management 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.

BDO Alliance USA and The Wealth Engineering Institute Renew Their Relationship

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