New Partnership Allows Financial Advisors to Launch Their Own Investment Funds
Orlando, Thursday, 13 August 2026.
On August 13, 2026, Wealth Engineering partnered with ETF Create, offering financial advisors a turnkey platform to easily launch proprietary investment funds without developing costly internal infrastructure.
Strategic Partnership Overview
The announcement, made on August 13, 2026, in Orlando, Florida, marks a significant development for wealth advisors seeking proprietary fund structures [1][2]. By integrating ETF Create into its Expert Sourcing Consortium, Wealth Engineering Family of Companies (WE) provides a streamlined pathway for advisors to bypass the high costs typically associated with internal infrastructure development [1][2]. This turnkey platform is designed to facilitate the entire lifecycle of ETF creation, from initial concept to ongoing trading support [1][2].
Strategic Partnership Overview
Wealth Engineering Family of Companies has operated for over 28 years, suggesting an establishment date around 1998 [1][2]. The ecosystem comprises six affiliated firms, including FusionPowered Wealth Advisory and OpenOption Practice Engineering Dashboards, which collectively support multi-family offices and investment advisors [1][2]. This long-standing presence in the consulting sector underscores the firm’s capacity to manage complex multi-disciplinary suites for wealth management professionals [1][2].
Operational Capabilities and Services
ETF Create’s service model covers critical stages of fund development, including strategy evaluation, fund structure, and regulatory preparation [1][2]. The partnership ensures that advisory firms with strong investment ideas but limited specialized infrastructure can access institutional-grade tools [1][2]. Services extend to service-provider coordination and launch execution, ensuring that firms can maintain focus on investment strategy rather than operational hurdles [1][2].
Operational Capabilities and Services
Ongoing trading sub-advisory support is included to assist with the fund’s operation post-launch [1][2]. This comprehensive approach aims to transition advisory practices from standard asset-under-management providers to holistic fee-based solutions providers [1][2]. The integration supports the broader industry trend where custom and active ETFs are gaining rapid market share among high-net-worth investors [1][2].
Executive Perspectives and Contact
Nick Gregory, Founder and CEO of Wealth Engineering, stated that the addition strengthens their Hub model by making ETF tools available to consulted firms [1][2]. Dan Mohr, Founder of ETF Create, noted that the consortium puts their services in front of growth-minded advisory firms needing specialized infrastructure [1][2]. For further information, Nicholas L. Gregory serves as the primary contact for The Wealth Engineering Family of Companies [1][2].