Insightful Ideas

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

5805 State Bridge Rd Ste G, Johns Creek,...

Phone Number

(404) 840-6010

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 Insightful Ideas

Insightful Ideas, Inc. specializes in providing resources for investment manager due diligence, 401k plan design, investment portfolio construction, and asset allocation modeling. The company aims to simplify retirement investment programs for investment consultants and advisors, enabling them to offer top-notch retirement options to their business clients and their employees. With a focus on customized investment solutions and innovative strategies, Insightful Ideas collaborates with investment consulting firms and Registered Investment Advisors to enhance retirement readiness. Their services include comprehensive investment evaluation, dynamic rebalancing, and tailored portfolio construction to meet the unique financial goals of clients.Explore more
Insightful Ideas's Social MediaPopular SearchesInsightful Ideas IncInsightful IdeasInsightfulideasllcInsightful Ideas IncSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Insightful Ideas

<$5M
1-10
Private
<$5M
2002
N/A
$12.5M
11-50
Private
-
2013
N/A
$6.3M
11-50
Private
-
1990
SM
Simone MeeksChief Financial Officer
<$5M
11-50
Private
-
2000
BA
Beth AttianeseChief Financial Officer
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
2016
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Insightful Ideas is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Insightful Ideas financials insights

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

2021

Debt

$15K

See All Insightful Ideas's Financials Insights

Insightful Ideas Tech Stack

A closer look at the technologies used by Insightful Ideas

Top Finance Companies

Frequently Asked Questions Regarding Insightful Ideas

What is Insightful Ideas's official website?
Insightful Ideas's official website is www.insightfulideas.com
What is Insightful Ideas's Revenue?
Insightful Ideas's revenue is <$5 Million
What is Insightful Ideas's SIC code?
Insightful Ideas's SIC: 62,628
What is Insightful Ideas's NAICS code?
Insightful Ideas's NAICS: 52,523
How many employees does Insightful Ideas have?
Insightful Ideas has 1-10 employees
What industry does Insightful Ideas belong to?
Insightful Ideas is in the industry of: Finance, Securities Trading
What is Insightful Ideas competition?
Insightful Ideas top competitors include: Wainwright Investment Counsel, Journey Capital Advisers, Gerber Taylor, Evanson Asset Management
What technology does Insightful Ideas use?
Some of the popular technologies that Insightful Ideas uses are: WordPress.org, PHP, Google AdSense, Sectigo
How do I contact Insightful Ideas?
Insightful Ideas contact info: Phone number: (404) 840-6010 Website: www.insightfulideas.com
What does Insightful Ideas do?

Insightful Ideas, Inc. specializes in providing resources for investment manager due diligence, 401k plan design, investment portfolio construction, and asset allocation modeling. The company aims to simplify retirement investment programs for investment consultants and advisors, enabling them to offer top-notch retirement options to their business... clients and their employees. With a focus on customized investment solutions and innovative strategies, Insightful Ideas collaborates with investment consulting firms and Registered Investment Advisors to enhance retirement readiness. Their services include comprehensive investment evaluation, dynamic rebalancing, and tailored portfolio construction to meet the unique financial goals of clients.Read More

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

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