Founded in 2010 by Industry veterans Frank Coates and Todd Buck, Wheelhouse Analytics serves the Investment Management industry through innovative technology solutions. Wheelhouse builds industry specific technology to help clients in the business of “financial products distribution” providing Data Analytics, Mobile Sales Enablement Technology, and Software-as-a-Service.
Envestnet Institute On Campushttp://envestnetinstituteoncampus.com/
Envestnet Institute On Campus aims to build a bridge between colleges/universities and investment management by training talented young individuals and positioning them for employment across various areas of the industry. Their goal is to train 5,000 students from multiple academic institutions across the United States over the next five years. Students will benefit from relevant, broad-based, practical training on investment management. The program is made possible through a collaboration between Envestnet, Fiserv, Money Management Institute (MMI), Wheelhouse Analytics, and DAKDirect.
D.A. Kreuter Associates, Inc.www.DAKassociates.com
DAK Associates is a pre-eminent retainer based search boutique, providing Executive Search and Consulting to the Global Financial Services community. High-touch Intelligent Search™ for key hires, when only the best will do.
- Retainer-based search
- Organizational Development and Distribution Consulting
- DAKdirect was created by the professionals at DAK Associates
Gladstone Associates, LLCwww.GStoneLLC.com
DAK’s affiliated company, Gladstone Associates provides comprehensive Transaction and Business Advisory services focused on the independent asset management and wealth management industry. Services include:
- Buy-side Advisory
- Sell-side Advisory
- Succession Planning and Merger
- Valuation Services
- Strategic Business Advisory
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