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

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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 >

eLearning

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

Admiral

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

Builder

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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