Independent Wealth Network

Finance · Iowa, United States · 11-50 Employees

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Overview

Headquarters

2763 86th St, Urbandale, Iowa, 50322, Un...

Phone Number

(515) 255-3354

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Independent Wealth Network

Independent Wealth Network is a SEC Registered Investment Advisor that empowers financial advisors by providing cutting-edge technology, resources, and support for improved financial guidance and client management. The company's philosophy emphasizes independence and transparency, allowing advisors to operate as fiduciaries for their clients without obligations to specific products or services. IWN offers a hybrid structure for experienced representatives seeking independence, attractive compensation, and collaborative opportunities within a supportive network. Through personalized strategies and concierge-level service, Independent Wealth Network helps advisors automate their practices and enhance client satisfaction.Explore more
Independent Wealth Network's Social MediaPopular SearchesIndependent Wealth Network IncIndependent Wealth NetworkSIC Code 62,628NAICS Code 52,523Show more

Independent Wealth Network Org Chart

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Chief Executive Officer

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Arthur Dinkin, Chief Financial Officer at Independent Wealth Network
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Chief Financial Officer

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Andrew Endelman, President & Chief Compliance Officer at Independent Wealth Network
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President & Chief Compliance Officer

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Transition Coordinator

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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Independent Wealth Networ...

<$5M
11-50
Private
$12.2M
2017
$6.9M
11-50
Private
-
1983
WT
Walter ToddPresident & Chief Investment Officer
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
<$5M
1987
RG
Randy GarciaFounder & CEO
<$5M
1-10
Private
-
2013
GJ
Gloria JenningsManager, Benefits
<$5M
1-10
Private
-
-
RH
Robin HallPrivate Wealth Advisor
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Independent Wealth Network financials insights

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

2020

Series C

$12M

Debt

$150K

See All Independent Wealth Network's Financials Insights

Independent Wealth Network Tech Stack

A closer look at the technologies used by Independent Wealth Network

Top Finance Companies

Frequently Asked Questions Regarding Independent Wealth Network

What is Independent Wealth Network's official website?
Independent Wealth Network's official website is www.indwealth.net
What is Independent Wealth Network's Revenue?
Independent Wealth Network's revenue is <$5 Million
What is Independent Wealth Network's SIC code?
Independent Wealth Network's SIC: 62,628
What is Independent Wealth Network's NAICS code?
Independent Wealth Network's NAICS: 52,523
How many employees does Independent Wealth Network have?
Independent Wealth Network has 11-50 employees
What industry does Independent Wealth Network belong to?
Independent Wealth Network is in the industry of: Finance, Securities Trading
What is Independent Wealth Network competition?
Independent Wealth Network top competitors include: Greenwood Capital Associates, Wealth Advisory Services, The Forex List, The Investment Counsel
What technology does Independent Wealth Network use?
Some of the popular technologies that Independent Wealth Network uses are: reCAPTCHA, Citrix ShareFile, YouTube, Microsoft 365
Who is the CFO of Independent Wealth Network?
Independent Wealth Network's CFO is Arthur Dinkin
How do I contact Independent Wealth Network?
Independent Wealth Network contact info: Phone number: (515) 255-3354 Website: www.indwealth.net
What does Independent Wealth Network do?

Independent Wealth Network is a SEC Registered Investment Advisor that empowers financial advisors by providing cutting-edge technology, resources, and support for improved financial guidance and client management. The company's philosophy emphasizes independence and transparency, allowing advisors to operate as fiduciaries for their clients withou... t obligations to specific products or services. IWN offers a hybrid structure for experienced representatives seeking independence, attractive compensation, and collaborative opportunities within a supportive network. Through personalized strategies and concierge-level service, Independent Wealth Network helps advisors automate their practices and enhance client satisfaction.Read More

What are Independent Wealth Network social media links?
Independent Wealth Network Linkedin page Independent Wealth Network Twitter page Independent Wealth Network Facebook page
Who invested in Independent Wealth Network?
Independent Wealth Network has 4 investors including PPP, Tiger Global Ltd, DF International and Steadview Capital.
Is Independent Wealth Network a public company?
Independent Wealth Network is private company therefore does not currently have an official ticker symbol
See more information about Independent Wealth Network

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