i2 Wealth

Q: What is i2 Wealth's official website?

i2 Wealth's official website is www.itwowealth.com

Q: What is i2 Wealth's Revenue?

i2 Wealth's revenue is <$5 Million

Q: What industry does i2 Wealth belong to?

i2 Wealth is in the industry of: Finance , Securities Trading

Q: How do I contact i2 Wealth?

i2 Wealth contact info: Phone number: (888) 547-6777 Website: www.itwowealth.com

Q: What does i2 Wealth do?

i2 Wealth is a cross-border financial planning firm specializing in services for Americans and Canadians navigating financial complexities associated with relocation between the two countries. They offer personalized financial planning, retirement planning, and cross-border tax services without asset management requirements, ensuring clients receiv... e tailored advice for their unique situations. Their target clients include U.S. citizens moving to Canada, Canadians relocating to the U.S., and individuals with financial ties in both countries. With a focus on demystifying cross-border financial issues, i2 Wealth aims to provide clarity and support throughout their clients' financial journeys. Read More

Q: Is i2 Wealth a public company?

i2 Wealth is private company therefore does not currently have an official ticker symbol

Finance · Canada · 11-50 Employees

View Company Info for Free

Overview

Headquarters

500 Place D'armes Ste 1800, Montreal, Qu...

Phone Number

(888) 547-6777

Website

www.itwowealth.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

ZI Rank: 1

Signal Type

Jan

Feb

Mar

Apr

May

Jun

ZI Rank

About i2 Wealth

i2 Wealth is a cross-border financial planning firm specializing in services for Americans and Canadians navigating financial complexities associated with relocation between the two countries. They offer personalized financial planning, retirement planning, and cross-border tax services without asset management requirements, ensuring clients receive tailored advice for their unique situations. Their target clients include U.S. citizens moving to Canada, Canadians relocating to the U.S., and individuals with financial ties in both countries. With a focus on demystifying cross-border financial issues, i2 Wealth aims to provide clarity and support throughout their clients' financial journeys.Explore more

Is this data correct?

View contact profiles from i2 Wealth

Popular Searchesi2 WealthSIC Code 62,628NAICS Code 52,523Show more

i2 Wealth Org Chart

Phone

Irina Matco

Co-Founder & Cross Border Financial Planner

Phone

Co-Founder & Financial Planner

Phone

Senior Financial Planner

Phone

Get the full picture

Is i2 Wealth your ideal customer?

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

Last 7 days

Click to see if i2 Wealth had a recent Job posting/layoffs

i2 Wealth, which may be a good buyer, showed buying intent in Masked Content Topic

Congratulate Masked Content for being promoted to Masked Content at i2 Wealth

Check out if i2 Wealth is spiking on competitors!

Check if i2 Wealth has recently received funding, and reach out quickly before it becomes old news!

Website visits: Recent activity has been detected on your website

Product Launch: Get notified when i2 Wealth launches new products

Competitive Alert! Recent activity has been detected by your competitor Masked Content

Earning: See what the market has to say on i2 Wealth recently announced quarterly report

Funding: Get notified immidiatlly once i2 Wealth has new funding data

Recommended Actions

Introduce yourself to Masked Content, who has shown a strong intent to purchase lately

Find more new buyers

View Email Formats for i2 Wealth

Among all Finance companies

Low Activity

High Activity

Activity Insights

i2 Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

i2 Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about i2 Wealth.