Wise Wealth, LLC
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Wise Wealth, LLC - overview
Established
2007
Location
Lee's Summit, MO, US
Primary Industry
Financial Services
About
Founded in 2007 and based in Missouri, US, Wise Wealth, LLC provides wealth management solutions, financial consultation support, investment services, and customized retirement plans for its clients. In October 2025, Wealth Enhancement Group, LLC, a portfolio company of TA Associates, Onex, and Stone Point Capital, acquired Wise Wealth, LLC. Wise Wealth is an independent, education-based financial planning firm that help clients retire confidently by making work optional. The company emphasizes planning before products, operating on the principle of treating others as you would want to be treated.
Its flagship offering, the Retirement Freedom Plan, addresses six key areas Liquidity, Income, Growth, Tax, Insurance, and Legacy using a Three Bucket Approach to manage retirement risks. The firm services include investment management, tax strategies, insurance, and legacy planning, supported by educational resources like the Simplify Your Retirement guide and retirement readiness quizzes.
Current Investors
Wealth Enhancement Group, LLC
Primary Industry
Financial Services
Sub Industries
Financial Services, Insurance
Verticals
FinTech, InsureTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Wise Wealth, LLC - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Wise Wealth, LLC | - |
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