Impact Wealth

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

4770 Baseline Rd Ste 380, Boulder, Color...

Phone Number

(303) 645-4800

Revenue

<$5 Million

Industry

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

About Impact Wealth

Impact Wealth Advisors provides comprehensive, fee-based wealth management services that simplify clients' lives so that they can focus on the things that matter most. Acting as partners and trusted advisors, we build relationships with our clients and get to know you on a personal level. We offer thoughtful, intelligent counsel and work to develop wealth management solutions tailored to your specific needs and goals. Unlike traditional money managers, Impact Wealth Advisors does not take a "cookie-cutter" approach to wealth management. As independent advisors, we are not constrained by proprietary offerings. Our interests are aligned with yours and the result is a practice grounded in objective, innovative and client-centric wealth management services and solutions. Above all else, Impact Wealth Advisors is committed to delivering exceptional client service. By choosing to work with a select group of individuals and families, we ensure that each and every client receives the personaliRead more
Impact Wealth's Social MediaPopular SearchesImpact WealthImpact Wealth Advisors LtdHarrigan Teegarden is now Impact Wealth1031 ExchangeHarrigan, GuySIC Code 62,628NAICS Code 52,523Show more

Impact Wealth Org Chart

PhoneEmail
MT
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Director, Financial Planning

PhoneEmail
JM
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Director, Insurance Operations

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PE
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Director, Client Services

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JW
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Wealth Advisor & Director, Client Engagement

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PN
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Director, Operations

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GF
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Director, Operations

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MD
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Branch Manager & Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Impact Wealth

<$5M
1-10
Private
-
2008
MT
Mathew TeegardenDirector, Financial Planning
<$5M
11-50
Private
-
1981
MK
Matthew KelleyChief Investment Officer
<$5M
1-10
Private
-
-
<$5M
1-10
Private
<$5M
1972
KH
Kristen HallClient Relationship Manager
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
1984
CB
Cathy BagbyChief Financial Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Impact Wealth Tech Stack

A closer look at the technologies used by Impact Wealth

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Frequently Asked Questions Regarding Impact Wealth

What is Impact Wealth's official website?
Impact Wealth's official website is www.impactwealth.com
What is Impact Wealth's Revenue?
Impact Wealth's revenue is <$5 Million
What is Impact Wealth's SIC code?
Impact Wealth's SIC: 62,628
What is Impact Wealth's NAICS code?
Impact Wealth's NAICS: 52,523
How many employees does Impact Wealth have?
Impact Wealth has 1-10 employees
What industry does Impact Wealth belong to?
Impact Wealth is in the industry of: Finance, Securities Trading
What is Impact Wealth competition?
Impact Wealth top competitors include: Pillar Wealth Management, Cooper/Haims Advisors, Poulos Advisors, Wealth Advisory Services
What technology does Impact Wealth use?
Some of the popular technologies that Impact Wealth uses are: goo.gl, WooCommerce, WordPress.org, PHP
How do I contact Impact Wealth?
Impact Wealth contact info: Phone number: (303) 645-4800 Website: www.impactwealth.com
What does Impact Wealth do?

Impact Wealth Advisors provides comprehensive, fee-based wealth management services that simplify clients' lives so that they can focus on the things that matter most. Acting as partners and trusted advisors, we build relationships with our clients and get to know you on a personal level. We offer thoughtful, intelligent counsel and work to develop... wealth management solutions tailored to your specific needs and goals. Unlike traditional money managers, Impact Wealth Advisors does not take a "cookie-cutter" approach to wealth management. As independent advisors, we are not constrained by proprietary offerings. Our interests are aligned with yours and the result is a practice grounded in objective, innovative and client-centric wealth management services and solutions. Above all else, Impact Wealth Advisors is committed to delivering exceptional client service. By choosing to work with a select group of individuals and families, we ensure that each and every client receives the personalized attention he or she deserves. We invite you tolearn moreabout our experienced team of professionals and how we may be of service to you.Read More

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

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