WealthEngine:
Providing Prospect Research & Wealth Identification Services

Recently Released!!!
Date Published: December 24, 2013
Summary PPT Deck: 13 Slides

Reference PPT Deck: 19 Slides

WealthEngine was founded in 1991 and is based in Bethesda, MD. It has three offices, 95 employees, 2,400 clients, & $16.9 million revenues. The firm is led by its CEO Tony Glowacki. Its web site can be found at www.wealthengine.com.

WealthEngine's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
  • Early Phase
  • Middle Phase
  • Recent Phase

Its profile includes the key statistics of the organization, including its number of offices, employees, revenues, clients, & net profits.

Its profile includes detailed outlines of its core businesses:

  • Business One
  • Business Two
And its profile concludes with the highlights of its organizational structure & ownership.
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