IMPACTfolio
Finance · Colorado, United States · 1-10 Employees
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Overview
Headquarters
44 Cook St Ste 100, Denver, Colorado, 80...Phone Number
(844) 218-3800Website
www.impactfolio.coRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
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1
About IMPACTfolio
IMPACTfolio, LLC is a flat fee-only registered investment advisor based in Denver, Colorado, specializing in financial planning and impact investing. The firm focuses on maximizing investment impact by identifying sustainable opportunities and creating tailored portfolios that align with clients' values. They offer holistic financial planning services, including retirement and tax planning, to clients in the Denver area and nationwide through virtual meetings. Their investment philosophy is centered around the '3 Ps'—Planet, People, and Profit—ensuring that clients can invest with purpose while achieving long-term financial goals.Explore more
IMPACTfolio Org Chart
JM
Partner, Certified Financial Planner
RK
Partner, Financial Planner
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
IMPACTfolio is experiencing very low activity levels compared to other companies in the Finance sector.
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IMPACTfolio is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about IMPACTfolio.
IMPACTfolio Tech Stack
A closer look at the technologies used by IMPACTfolio
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IMPACTfolio, LLC is a flat fee-only registered investment advisor based in Denver, Colorado, specializing in financial planning and impact investing. The firm focuses on maximizing investment impact by identifying sustainable opportunities and creating tailored portfolios that align with clients' values. They offer holistic financial planning servi... Read More
