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Blend Wealth
Finance · Indiana, United States · 1-10 Employees
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Overview
Headquarters
9800 Crosspoint Blvd Ste 200, Indianapol...Website
www.blendwealth.comRevenue
<$5 MillionIndustry
About Blend Wealth
Blend Wealth specializes in accounting, tax strategy, and financial planning services tailored for small to medium business owners and high earners, including retirees. Their offerings aim to integrate personal and business wealth planning, optimize financial decisions, and reduce tax burdens. The company emphasizes a relationship-based approach, providing clients with a single point of contact for all financial needs, including bookkeeping, estate planning, and investment management. Blend Wealth is committed to delivering personalized, fiduciary advice while aligning financial strategies with clients' values.Explore more
Blend Wealth Org Chart
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Blend Wealth Tech Stack
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Blend Wealth specializes in accounting, tax strategy, and financial planning services tailored for small to medium business owners and high earners, including retirees. Their offerings aim to integrate personal and business wealth planning, optimize financial decisions, and reduce tax burdens. The company emphasizes a relationship-based approach, p... Read More
