Intellicents
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Finance · Minnesota, United States · 51-200 Employees

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Overview

Headquarters

100 N Broadway Ave, Albert Lea, Minnesot...

Phone Number

(952) 379-6910

Revenue

$55.7 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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May
ZI Rank
2
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About Intellicents

intellicents specializes in financial advisory services, combining human intelligence with advanced technology to enhance financial planning for both employers and individuals across America. Their offerings include retirement plan consulting, insurance consulting, wealth management, and business success and exit planning. The company is dedicated to helping American workers achieve their financial goals and dreams through tailored financial solutions. They also focus on improving participant outcomes with their worksite financial planning services.Explore more
Intellicents's Social MediaPopular SearchesINTELLICENTS IncIntellicentsIntellicents LogoIntelli IncIntellicents Investment Solutions IncSIC Code 62,628NAICS Code 52,523Show more

Intellicents Org Chart

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KB
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Chief Financial Officer, Personal

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Mandie Scott, Chief Operating Officer at Intellicents
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Chief Operating Officer

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BP
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Chief Financial Officer, Personal

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BS
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Chief Financial Officer, Personal

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Grant Arends, Co-Founder & President at Intellicents
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Co-Founder & President

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DR
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President, Pella & , Ia Branch (Des Moines)

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Nick Madl, President, Wealth Management at Intellicents
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President, Wealth Management

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Matt Twedt, President, Wealth Management at Intellicents
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President, Wealth Management

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Brandon Budd, President, Retirement Services at Intellicents
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President, Retirement Services

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Paul Wick, Chief Investment Officer, Retirement Services at Intellicents
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Chief Investment Officer, Retirement Services

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Compare insights from companies similar to Intellicents, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Intellicents

$55.7M
51-200
Private
$8.5M
1974
KB
Kenneth BurkheadChief Financial Officer, Personal
$66.5M
11-50
Private
-
2003
NK
Nicole KrenkeDirector, Business Operations
$62.5M
51-200
Private
-
2015
Deane Mayerhofer, Chief Operating Officer at Strategic Retirement Partners
Deane MayerhoferChief Operating Officer
$33.5M
51-200
Private
<$5M
1993
Casey Barrus, Chief Financial Officer at Soltis Investment Advisors
Casey BarrusChief Financial Officer
$20.1M
51-200
Private
<$5M
2000
$5.4M
11-50
Private
<$5M
2010
Danilo Kawasaki, Vice President & Chief Operating Officer at Gerber Kawasaki
Danilo KawasakiVice President & Chief Operating Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Intellicents financials insights

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

2020

Debt

$350K

2025

Private Equity

$3.2M

2026

Private Equity

$4.9M

See All Intellicents's Financials Insights

Intellicents Tech Stack

A closer look at the technologies used by Intellicents

Most Recent Scoops

Funding
Funding
Funding
Funding
Partnership
Partnership, Product Management, Business Development, Software
Promotion
Executive Move
Intellicents has announced that Mandie Scott has been promoted to the role of Chief Operating Officer.
Funding
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Intellicents News & Media

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Top Finance Companies

Frequently Asked Questions Regarding Intellicents

What is Intellicents's official website?
Intellicents's official website is www.intellicents.com
What is Intellicents's Revenue?
Intellicents's revenue is $55.7 Million
What is Intellicents's SIC code?
Intellicents's SIC: 62,628
What is Intellicents's NAICS code?
Intellicents's NAICS: 52,523
How many employees does Intellicents have?
Intellicents has 51-200 employees
What industry does Intellicents belong to?
Intellicents is in the industry of: Finance, Securities Trading
What is Intellicents competition?
Intellicents top competitors include: Van Reed Wealth Management, Gerber Kawasaki, Strategic Retirement Partners, EnRich Financial Partners
What technology does Intellicents use?
Some of the popular technologies that Intellicents uses are: Google Universal Analytics, Sentry, InstantSearch+, Salesforce Pardot
Who is the CFO of Intellicents?
Intellicents's CFO is Kenneth Burkhead
How do I contact Intellicents?
Intellicents contact info: Phone number: (952) 379-6910 Website: www.intellicents.com
What does Intellicents do?

intellicents specializes in financial advisory services, combining human intelligence with advanced technology to enhance financial planning for both employers and individuals across America. Their offerings include retirement plan consulting, insurance consulting, wealth management, and business success and exit planning. The company is dedicated... to helping American workers achieve their financial goals and dreams through tailored financial solutions. They also focus on improving participant outcomes with their worksite financial planning services.Read More

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

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