Index Wealth Advisors

Finance · Kansas, United States · 1-10 Employees

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Overview

Headquarters

5330 College Blvd, Leawood, Kansas, 6621...

Phone Number

(913) 897-0900

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Index Wealth Advisors

Fee-Only Wealth Advisory in Leawood, Kansas. Boutique RIA firm providing tailored Investment Management & Financial Planning Services.Explore more
Index Wealth Advisors's Social MediaPopular SearchesIndex Wealth Advisors LLCIndex Wealth AdvisorsIindex Wealth Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Index Wealth Advisors Org Chart

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Wealth Advisor & Advisory With Chris Massman ...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Index Wealth Advisors

<$5M
1-10
Private
-
2001
EM
Erica MassmanWealth Advisor & Advisory With Chris Massman Partner
<$5M
1-10
Private
-
1993
KS
Kate SlocumCo-Founder & Financial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
2005
PS
Paula SergerDirector, Operations
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

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Activity Insights

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

What does this means?

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

Index Wealth Advisors Tech Stack

A closer look at the technologies used by Index Wealth Advisors

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Frequently Asked Questions Regarding Index Wealth Advisors

What is Index Wealth Advisors's official website?
Index Wealth Advisors's official website is www.indexwealthadvisors.com
What is Index Wealth Advisors's Revenue?
Index Wealth Advisors's revenue is <$5 Million
What is Index Wealth Advisors's SIC code?
Index Wealth Advisors's SIC: 62,628
What is Index Wealth Advisors's NAICS code?
Index Wealth Advisors's NAICS: 52,523
How many employees does Index Wealth Advisors have?
Index Wealth Advisors has 1-10 employees
What industry does Index Wealth Advisors belong to?
Index Wealth Advisors is in the industry of: Finance, Securities Trading
What is Index Wealth Advisors competition?
Index Wealth Advisors top competitors include: Appaloosa Wealth Management, RIASource, KMR Wealth Advisory, Family Wealth Advisory Group
What technology does Index Wealth Advisors use?
Some of the popular technologies that Index Wealth Advisors uses are: Sentry, F5 BIG-IP Platform, F5 BIG-IP Application Security Manager, Google Workspace
How do I contact Index Wealth Advisors?
Index Wealth Advisors contact info: Phone number: (913) 897-0900 Website: www.indexwealthadvisors.com
What does Index Wealth Advisors do?

Fee-Only Wealth Advisory in Leawood, Kansas. Boutique RIA firm providing tailored Investment Management & Financial Planning Services.... Read More

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

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