Demand More Than Charts

The Biggest Names in Wealth and Asset Management Choose Wheelhouse Analytics to Answer their Most Essential Business Questions

Our clients include banks, insurers, mutual funds, broker/dealers, RIAs, asset managers and more

Straight Path to Insight

Surface the True Drivers of Success


Accelerated Execution and Outcomes

More Engaged Employees and Clients

Defining the Future of Wealth Management Through Analytics

Distribution Analytics

Digital management tools and visualization of data that’s all about telling a story, answering the right questions, and triggering actions that get results. Learn More >


WheelhouseEd is the online eLearning platform that delivers current and practical educational content to your workforce. Learn More >


Admiral is a one-stop command center that models the best practices of the sales elite. Learn More >


Create custom presentations using virtually any file format including PDF, video, web-links, excel and more. Learn More >

Industry Leaders Shaping the Next Stage
of Growth In Wealth Management

Frank Coates

Prior to his co-founding of Wheelhouse Analytics, Frank was the founder and CEO of Coates Analytics, LP. From 2003-2007, Coates Analytics pioneered the development of asset flow analytics … Learn More >

Todd Buck

Todd has nearly 20 years of experience in the financial services industry and is a co-founder of Wheelhouse Analytics. He is the former Director of Sales and Service at Coates Analytics, LP … Learn More >

Jim Seuffert

Jim is the former Chief Executive Officer of Pershing Managed Account Solutions, and former co-founder and Chief Operating Officer of the Lockwood family of companies … Learn More >

AnalyticsNow: Conversations on the Hottest Topics

Case Study

Investment Advisory Solutions eLearning. A Case Study in Employee Training and Engagement.

Fiserv, Inc. is a global provider of financial services technology solutions. The company serves more than 13,000 clients worldwide and is a long-time member of the Money Management Institute (MMI)…

News, Analysis, Blogs, Press Releases

Envestnet Acquires Wheelhouse Analytics

CHICAGO, Oct. 10, 2016 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) announced today that it has acquired Wheelhouse Analytics LLC, a technology company that provides data analytics, mobile sales solutions, and online education tools to financial advisors, asset...
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Envestnet Institute On Campus Expands Reach & Offering

09/07/2016 Program to Train and Position Students for Wealth Management Careers Adds Seven Participating Universities, Growing Number of Schools by Nearly 100%, and Launches Résumé & Internship Hub Chicago, IL (PRWEB) September 07, 2016 Envestnet, Inc. (NYSE: ENV)...
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Frank Coates IMCA Interview On The Client Relationship Process

 “The core of our business is the relationship between you and your client,” says Frank Coates, CFA®, of Wheelhouse Analytics.  Coates explains how deepening these relationships can give you the tools to provide the best solutions for clients’ real needs.  This video...
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Envestnet Institute on Campus Adds Fiserv as Sponsor

Live-Streaming Webinars & Learning Modules for Women Seeking Wealth-Management Career Guidance will be Developed for Use at an Estimated 20 Universities During the Fall Semester Philadelphia, PA (PRWEB) May 17, 2016 - Envestnet, Inc. (NYSE: ENV) and Wheelhouse...
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Wheelhouse Analytics is at the forefront of our industry. We are building the tools that will move the industry forward over the next decade. 

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