Wealth Engineering - Crunchbase Company Profile & Funding

Overview

Wealth Engineering

Heat Score

Company Performance Metrics

Score

Trend

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Heat Trend - The change in the heat score over the given time period

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About Wealth Engineering

CB Rank

2575322

Wealth Engineering is a company that provides wealth engineering services for financial services professionals.

Founded

obfuscation

Private

Lake Mary, Florida, United States

1-10

www.thefei.com

Advice

Financial Services

Wealth Management

Key People

Nicholas Gregory: Founder, CEO & MD

Details

Legal Name

The Financial Engineering Institute, LLC

Operating Status

Active

Company Type

For Profit

Founders

Nicholas Gregory

Phone Number

407-878-3520

Contact Email

info@thefei.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

The Leveraged Executive Loan™ Program

A structured employer-sponsored loan program enabling executives to purchase tax-advantaged life insurance for financial objectives like income tax planning and asset protection.

Tax Engineered Accredited Investing™

A platform enabling RIAs to integrate tax-efficient separately managed accounts into client portfolios to minimize income, estate, and capital gains taxes.