Holistico, the full investment cycle co-pilot for financial advisors, has joined the Wealth Engineering Expert Sourcing Consortium (the “Consortium”) to expand access to next-generation advisor tools across a national network of over 2,150 firms.
“We are excited to include the comprehensive suite of wealth advisory AI solutions offered by Holistico,” said WE Founder and CEO Nick Gregory, ChWE. “The Holistico team provides wealth advisers with best-in-class full advisory life cycle co-pilot and more.
The Holistico’s digital platform will be offered to our universe of 2,150+ TopTier wealth management firms as well as broker-dealers that my organization consults with. This addition to our Wealth Engineering HUB, will further enhance our efforts in transforming firms into a true total wealth management dimension; modernizing their practice ecosystems at scale to deepen organic growth and enhance profitability and value.”
The WE Fusion Powered Wealth Advisory model transforms firms from “AUM/Product Providers” to “Holistic Fee-Based/AUM Solutions Providers,” while streamlining technology and bridging “HNW Client Offering Blindspots”.
“We’re honored to join the Wealth Engineering Expert Sourcing Consortium,” said Eugene Yashin, CFA®, CEO and Co-founder of Holistico. “This partnership connects us with a forward-thinking community of firms who, like us, believe in combining human insight with technology to better serve clients.
Holistico is purpose-built for investment professionals. We support the entire investment lifecycle — from onboarding and portfolio diagnostics to risk calibration, proposal generation, and compliance oversight — all in a unified, advisor-first interface.
What sets Holistico apart from other AI tools is not just the intelligence — it’s the depth of data we’ve integrated into the platform. We’re proud to offer licensed Morningstar datasets on equities, ETFs, and mutual funds, alongside calculated fundamentals from company filings, and macroeconomic data from U.S. federal sources. This breadth of structured, trustworthy data allows Holistico to deliver high-quality analysis that advisors can confidently share with clients.
Looking ahead, we’re actively expanding Holistico’s capabilities — including deeper integrations with custodians, portfolio management software and CRM systems — to help advisory firms of all sizes operate with greater clarity, consistency, and confidence.”
With this announcement Holistico joins the Wealth Engineering arsenal of best-in-class expert sourcing firms that provide a vast array of services and products to Wealth Engineering’s network of wealth management firms across the nation. The result is the fusion of advanced knowledge, experience, services, products and technology with sound engineering principles to create a synchronized hub for family and business wealth building.
About Holistico
Holistico is an AI-powered advisor toolkit designed to help financial professionals grow AUM, deliver personalized strategies, and build client trust. Combining academic research, empirical investment expertise, and advanced AI, Holistico supports the full investment cycle — from portfolio analysis and proposal generation to risk assessment and compliance management. Built by advisors for advisors, Holistico empowers firms to streamline operations while staying focused on what matters most — results.
About The 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. It includes high-touch wealth advisory harmonized with high-touch wealth tech partner firms. WE provides a multi-disciplinary suite of consulting services for wealth management, multi-family offices, accounting, investment and insurance advisors nationally. WE fuses sound engineering principles with advanced knowledge, services, products and tech to create a synchronized hub for “client wealth building.” WE helps advisors grow organically by deploying new tactics and strategies as they evolve from “AUM/Product Providers” to “Holistic Fee-Based Solutions Providers”. WE helps rejuvenate the contours of advisory practices through coaching, training, marketing and HNW case design — FusionPowered Wealth Advisory and OpenOption Practice Engineering. WE is also the governing body and grantor of the professional designations — Chartered Wealth Engineer (ChWE) and Chartered Family Office Advisor (ChFOA). Learn more at: MyWEhub.com
