Institutionalxchange.com

Finance · Louisiana, United States · 1-10 Employees

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Overview

Headquarters

3525 N Causeway Blvd Ste 633, Metairie, ...

Phone Number

(800) 835-1969

Revenue

<$5 Million

Industry

Finance Software Securities Trading Financial Software
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Institutionalxchange.com

Institutional Xchange is the nation's first open architecture investment platform that provides individual investors access to a comprehensive suite of institutional investments without the need for expensive intermediaries. The platform offers services such as institutional mutual funds, private fund investments, private real estate opportunities, and a Turnkey Asset Management Program (TAMP). It caters primarily to high-net-worth individuals and emerging physicians, allowing them to invest in sophisticated strategies typically reserved for larger institutions. With a flat annual subscription fee structure, Institutional Xchange aims to make institutional investment accessible and equitable for its clients.Explore more
Popular SearchesInstitutionalxchange.comInstitutional XchangeSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Institutionalxchange.com

<$5M
1-10
Private
-
-
N/A
$8.6M
11-50
Private
<$5M
1988
MH
Megan HallCompliance Senior VP, Operations
$5.2M
11-50
Private
-
1988
NF
Norman FinePresident & CEO
<$5M
11-50
Private
-
2008
Carl Berg, Managing Member at Catalyst Financial Partners
Carl BergManaging Member
<$5M
11-50
Private
-
2013
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Institutionalxchange.com is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Institutionalxchange.com Tech Stack

A closer look at the technologies used by Institutionalxchange.com

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Frequently Asked Questions Regarding Institutionalxchange.com

What is Institutionalxchange.com's official website?
Institutionalxchange.com's official website is www.institutionalxchange.com
What is Institutionalxchange.com's Revenue?
Institutionalxchange.com's revenue is <$5 Million
What is Institutionalxchange.com's SIC code?
Institutionalxchange.com's SIC: 62,628
What is Institutionalxchange.com's NAICS code?
Institutionalxchange.com's NAICS: 52,523
How many employees does Institutionalxchange.com have?
Institutionalxchange.com has 1-10 employees
What industry does Institutionalxchange.com belong to?
Institutionalxchange.com is in the industry of: Finance, Software, Securities Trading
What is Institutionalxchange.com competition?
Institutionalxchange.com top competitors include: The Institute for Wealth Management, NorthCoast Asset Management, QVest, Catalyst Financial Partners
What technology does Institutionalxchange.com use?
Some of the popular technologies that Institutionalxchange.com uses are: WordPress.org, reCAPTCHA, PHP, Google Font API
How do I contact Institutionalxchange.com?
Institutionalxchange.com contact info: Phone number: (800) 835-1969 Website: www.institutionalxchange.com
What does Institutionalxchange.com do?

Institutional Xchange is the nation's first open architecture investment platform that provides individual investors access to a comprehensive suite of institutional investments without the need for expensive intermediaries. The platform offers services such as institutional mutual funds, private fund investments, private real estate opportunities,... and a Turnkey Asset Management Program (TAMP). It caters primarily to high-net-worth individuals and emerging physicians, allowing them to invest in sophisticated strategies typically reserved for larger institutions. With a flat annual subscription fee structure, Institutional Xchange aims to make institutional investment accessible and equitable for its clients.Read More

Is Institutionalxchange.com a public company?
Institutionalxchange.com is private company therefore does not currently have an official ticker symbol
See more information about Institutionalxchange.com

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