Ideation Agent
Business Services · Pennsylvania, United States · 11-50 Employees
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Overview
Headquarters
PO Box 960, Bryn Mawr, Pennsylvania, 190...Website
www.ideationagent.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
About Ideation Agent
RGA Ventures is a consulting firm that specializes in assisting multi-billion wealth management firms and asset managers with strategic initiatives crucial for their growth. Founded by Ron Albahary, CFA, the firm leverages over 30 years of experience in wealth management, including client relationship management, business development, and innovative financial solutions. RGA Ventures focuses on helping advisors work with successful families to define and achieve their financial and non-financial goals. Their process involves interviewing clients, developing tailored strategies, and supporting the launch of these strategies.Explore more
Popular SearchesIdeation AgentSIC Code 87,874NAICS Code 54,541Show more
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Revenue
Number of Employees
Type
Funding
Founded In
Ideation Agent
<$5M
11-50
Private
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N/A
<$5M
1-10
Private
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JM
June MatthysseAssistant Vice President & Client Service Client Relationship Manager
Ideation Agent Tech Stack
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RGA Ventures is a consulting firm that specializes in assisting multi-billion wealth management firms and asset managers with strategic initiatives crucial for their growth. Founded by Ron Albahary, CFA, the firm leverages over 30 years of experience in wealth management, including client relationship management, business development, and innovativ... Read More
