i-squared Wealth Management

Finance · New Jersey, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

999 Riverview Dr Ste 201, Totowa, New Je...

Phone Number

(914) 522-4170

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About i-squared Wealth Management

i-squared Wealth Management specializes in providing customized investment management solutions with a focus on integrity and independence. They offer a range of services including private wealth management, retirement solutions, and alternative investments tailored to meet the unique needs of their clients. The company aims to help clients achieve superior risk-adjusted returns and personalized financial plans for future growth. Their target clients include individuals and businesses seeking comprehensive financial guidance throughout their financial journey.Explore more
i-squared Wealth Management's Social MediaPopular Searchesi-squared Wealth Management IncWealth Management Inci - squared Wealth Management IncI Squared WealthI-squared Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

i-squared Wealth Management Org Chart

PhoneEmail
KD
United States flag for contact location.

Founding Partner and Principal

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is i-squared Wealth Management your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to i-squared Wealth Management

Compare insights from companies similar to i-squared Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

i-squared Wealth Manageme...

<$5M
11-50
Private
-
-
KD
Ketu DesaiFounding Partner and Principal
<$5M
1-10
Private
-
1998
LS
Lee SilerPresident & CEO
<$5M
1-10
Private
<$5M
2011
PK
Patrick KeavenyInsurance Partner
<$5M
1-10
Private
-
-
<$5M
11-50
Private
-
2007
GC
Grant CareyInvestment Advisor
<$5M
1-10
Private
-
2021
DO
Derek OlsonVice President. Managing Partner, Financial Advisor
<$5M
1-10
Private
-
-
JL
Jack LubeckerPresident and CCO
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

i-squared Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

i-squared Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about i-squared Wealth Management.

i-squared Wealth Management Tech Stack

A closer look at the technologies used by i-squared Wealth Management

Top Finance Companies

Frequently Asked Questions Regarding i-squared Wealth Management

What is i-squared Wealth Management's official website?
i-squared Wealth Management's official website is www.isquaredwealth.com
What is i-squared Wealth Management's Revenue?
i-squared Wealth Management's revenue is <$5 Million
What is i-squared Wealth Management's SIC code?
i-squared Wealth Management's SIC: 62,628
What is i-squared Wealth Management's NAICS code?
i-squared Wealth Management's NAICS: 52,523
How many employees does i-squared Wealth Management have?
i-squared Wealth Management has 11-50 employees
What industry does i-squared Wealth Management belong to?
i-squared Wealth Management is in the industry of: Finance, Securities Trading
What is i-squared Wealth Management competition?
i-squared Wealth Management top competitors include: Carey Consulting Wealth Management, Giere Investment Services, Integrity Investment Management, Nobile Hinchey Private Wealth Management
What technology does i-squared Wealth Management use?
Some of the popular technologies that i-squared Wealth Management uses are: Cloudflare Website Optimization, Cloudflare CDN, Google Font API, Google Tag Manager
How do I contact i-squared Wealth Management?
i-squared Wealth Management contact info: Phone number: (914) 522-4170 Website: www.isquaredwealth.com
What does i-squared Wealth Management do?

i-squared Wealth Management specializes in providing customized investment management solutions with a focus on integrity and independence. They offer a range of services including private wealth management, retirement solutions, and alternative investments tailored to meet the unique needs of their clients. The company aims to help clients achieve... superior risk-adjusted returns and personalized financial plans for future growth. Their target clients include individuals and businesses seeking comprehensive financial guidance throughout their financial journey.Read More

What are i-squared Wealth Management social media links?
i-squared Wealth Management Linkedin page i-squared Wealth Management Twitter page i-squared Wealth Management Facebook page
Is i-squared Wealth Management a public company?
i-squared Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about i-squared Wealth Management

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.