Icon Wealth Partners

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

1980 Post Oak Blvd Ste 1300, Houston, Te...

Phone Number

(713) 904-5020

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
2
2
1
2
1

About Icon Wealth Partners

ICON Wealth Partners specializes in providing curated investment opportunities and personalized wealth strategies for high-net-worth individuals. Their experienced team focuses on designing comprehensive strategies to preserve and enhance wealth across multiple generations. The firm emphasizes intentional client relationships, ensuring a high level of service and attention to detail. ICON Wealth Partners aims to help clients realize their wealth's full potential while allowing them to focus on what matters most in their lives.Explore more
Icon Wealth Partners's Social MediaPopular SearchesIcon Wealth Partners LLCIcon Wealth PartnersSIC Code 62,628NAICS Code 52,523Show more

Icon Wealth Partners Org Chart

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AA
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Chief Compliance Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Icon Wealth Partners

<$5M
11-50
Private
<$5M
2008
AA
Amy ArdeelChief Compliance Officer
$6.6M
11-50
Private
-
2014
DH
David HackworthyChief Investment Officer & Portfolio Manager
<$5M
11-50
Private
-
2001
IT
Isaac ThompsonFinancial Advisor
<$5M
11-50
Private
-
2004
<$5M
11-50
Private
-
2009
Ian Fraley, Managing Director at Mission Creek Capital Partners
Ian FraleyManaging Director
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
1-10
Private
-
2004
HV
Hunter VernonSenior Financial Advisor & Relationship Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Icon Wealth Partners financials insights

Gather financial insights about Icon Wealth Partners, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Icon Wealth Partners's Financials Insights

Icon Wealth Partners Tech Stack

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Icon Wealth Partners News & Media

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Frequently Asked Questions Regarding Icon Wealth Partners

What is Icon Wealth Partners's official website?
Icon Wealth Partners's official website is www.iconwp.com
What is Icon Wealth Partners's Revenue?
Icon Wealth Partners's revenue is <$5 Million
What is Icon Wealth Partners's SIC code?
Icon Wealth Partners's SIC: 62,628
What is Icon Wealth Partners's NAICS code?
Icon Wealth Partners's NAICS: 52,523
How many employees does Icon Wealth Partners have?
Icon Wealth Partners has 11-50 employees
What industry does Icon Wealth Partners belong to?
Icon Wealth Partners is in the industry of: Finance, Securities Trading
What is Icon Wealth Partners competition?
Icon Wealth Partners top competitors include: Isthmus Partners, The Normann Financial Group, Journey Capital Advisers, Durbin Bennett Private Wealth Management
What technology does Icon Wealth Partners use?
Some of the popular technologies that Icon Wealth Partners uses are: WordPress.org, PHP, HubSpot Marketing Free, Google Universal Analytics
How do I contact Icon Wealth Partners?
Icon Wealth Partners contact info: Phone number: (713) 904-5020 Website: www.iconwp.com
What does Icon Wealth Partners do?

ICON Wealth Partners specializes in providing curated investment opportunities and personalized wealth strategies for high-net-worth individuals. Their experienced team focuses on designing comprehensive strategies to preserve and enhance wealth across multiple generations. The firm emphasizes intentional client relationships, ensuring a high level... of service and attention to detail. ICON Wealth Partners aims to help clients realize their wealth's full potential while allowing them to focus on what matters most in their lives.Read More

What are Icon Wealth Partners social media links?
Icon Wealth Partners Linkedin page
Is Icon Wealth Partners a public company?
Icon Wealth Partners is private company therefore does not currently have an official ticker symbol
See more information about Icon Wealth Partners

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