One of my favorite things about leading the marketing team at WealthEngine is that we have access to some of the best technologists. As well as using some pretty cool tools ourselves, we rub elbows with our product management and development teams on a regular basis. Whether it’s during our weekly meetings with them to hear about new feature releases and what’s coming up on the roadmap, or providing them feedback from listening to the conversations our prospects and clients are having online and offline. With our suite of products and solutions, we help bring ...Read more

What interested you in joining WE?

From the beginning, it was all about the people that I met.  Initially, it was just Bobby Yazdani, our Executive Chairman, and WealthEngine’s founder Tony Glowacki.  Both are very passionate about the business and have styles and philosophies that are consistent to mine. In addition, they are both committed to our customers and to our employees.   

In time I met with Dawn Orr, Mike Lees, John Funge and others and I began to recognize the exceptional talent that Tony was able to attract to WealthEngine.   Working with this strong leadership group and with the entire WealthEngine team has been very inspiring.Read more

This week, a few exciting changes were announced at WealthEngine headquarters. Tony Glowacki, WealthEngine’s CEO for the last fifteen years is now Co-Executive Chairman.

Mark Logan, WealthEngine’s COO & President will now be CEO for the wealth intelligence and predictive analytics solutions provider.

Here is Tony Glowacki’s letter sent to clients and partners this week...Read more

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