WealthPlus
Lee Tenney currently serves as Head of Sales at WealthPlus, a position held since December 2023, where the focus is on the inVesti software infrastructure that enables financial professionals to streamline workforce solutions. Prior roles include Head of Sales & Distribution at IPX Retirement, and Director External Retirement Consultant at Allianz Global Investors. Lee Tenney has extensive experience in the financial services industry, having held positions such as Regional Vice President at CUNA Mutual Retirement Solutions and SVP, Retirement Plans at 3D Asset Management, among others. A graduate of the University of Rhode Island with a BS in Finance & Economics, Lee Tenney's career spans over two decades in various leadership capacities related to retirement plans and sales.
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WealthPlus
WealthPlus provides a modern, unified platform that enables financial professionals to meet client needs with a complete workplace solution, supporting multiple plan and account types within the benefit stack. This includes, but is not limited to, Retirement Plans, IRAs, and HSAs, all accessible with a single sign-on. We understand the evolving needs of employers and employees who seek a modern approach to managing and engaging with employee benefits. Today’s workforce faces unique challenges across Retirement, Wealth Management, and Health Services, and the WealthPlus platform is designed to address these, fostering seamless communication and promoting long-term financial wellness. Our commitment as your technology partner begins at enrollment and extends through retirement and beyond, adapting to your business and workforce as financial trends and challenges evolve. Product Features: Secure, Simplified Enrollment Single Sign on Personalized White label Design Interactive Dashboards Customized Managed Accounts Comprehensive Plan Management Dedicated Financial Advisors True Open-Architecture Static Free Onboarding WealthPlus. Customize, Configure, Personalize, Integrate