Sofistic.AI joins the Wealth Engineering Expert Sourcing Consortium

Distributed by EIN Presswire

The Wealth Engineering Family of Companies (WE) is pleased to announce the addition of Sophistic.AI as a core component of its Expert Sourcing Consortium.

Orlando, FL, United States, March 17, 2026 /EINPresswire.com/ – Wealth Engineering is pleased to announce the addition of the Family of Companies (WE) Sophistic.ai As a core component of its Expert Sourcing Consortium; Synergizing with our other specialist sourcing firms and our elastic infrastructure – Fusionpowered wealth advisory and OpenOption practice engineering dashboards.

“We are excited to add the Sophistic.AI platform as part of our partnership ecosystem, providing wealth managers, multi and single family offices, CPAs and broker-dealers an efficient way to organize, monitor and report on their clients’ private investments,” said Nick Gregory, ChFOA, Founder and CEO of WE.

“The Sophistic.AI team provides technology that automates data collection from private investments and transforms it into clear, timely portfolio views; helping advisory firms and broker-dealers reduce manual work and improve oversight without disrupting existing workflows. Sophistic.AI will be offered to our 2,150+ toptier wealth management firms as well as the broker-dealer firms with whom my organization consults. Our The addition of the Wealth Engineering Hub will further enhance our efforts in transformation. Firms are modernizing their practice ecosystem at scale to deepen organic growth and enhance profitability and value in the true holistic wealth management dimension.

The WE Fusion Powered Wealth Advisory model transforms firms from “AUM/Product Providers” to “Holistic Fee-Based/AUM Solution Providers” while streamlining technology and bridging “HNW client offering blindspots”.

“We appreciate the warm welcome to The Wealth Engineering Expert Sourcing Consortium and the opportunity to work with RIAs who are serious about the future of advice. Sophistic.AI gives advisors a 360-degree view of client wealth – including private investments and held assets – with AI-powered insights and simulation tools to deliver advice that is faster, more informative and more proactive.” said Denis Gauthier, CEO of Sofistic.AI.

With this announcement Sofistic.AI joins the wealth engineering arsenal of best-in-class expert sourcing firms that provide a wide range of services and products to Wealth Engineering’s network of wealth management firms across the country. The result is a blend of advanced knowledge, experience, services, products and technology with solid engineering principles to create a contemporary hub for family and business wealth creation.

About Sophistic.AI
Based in Montreal, Sofistic.AI provides an AI-enabled wealth management platform for institutions looking to equip their wealth management teams and their clients. Its mission is to help advisors drive clients’ financial success through a modern digital experience, comprehensive approach, and AI-powered tools designed to simplify complexity. learn more: sophistic.ai/

About Wealth Engineering Family of Companies
Born 28+ years ago, the Wealth Engineering (WE) family of companies has evolved through an ecosystem of six affiliated firms to develop an elastic infrastructure for managing total wealth. This includes high-touch wealth advisory in coordination with high-touch wealth tech partner firms. We provide a multidisciplinary suite of consulting services to wealth management, multi-family offices, accounting, investment and insurance advisors nationally. We combine sound engineering principles with advanced knowledge, services, products and technology to create a synchronized hub for “client wealth creation”. We help advisors grow organically by implementing new tips and strategies as they evolve from “AUM/Product Providers” to “Holistic Fee-Based Solution Providers”. We help rejuvenate the contours of advisory practices through coaching, training, marketing and HNW case design – fusionpowered wealth advisory and OpenOption practice engineering. We are also the governing body and grantor of the professional designations – Chartered Wealth Engineer (CHWE) and Chartered Family Office Adviser (CFOA). Learn more here: MyWEhub.com

Nicholas L Gregory
Wealth Engineering Family of Companies
+1 407-878-3520
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