Intentional

Finance · South Carolina, United States · 1-10 Employees

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Overview

Headquarters

850 Bee Balm Trl, Fort Mill, South Carol...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Intentional

Intentional is a private wealth advisory firm that specializes in providing tailored financial guidance for high-net-worth and ultra-high-net-worth families. The firm focuses on complex financial lives, including tax strategy, estate planning, liquidity events, and private investments. Intentional serves individuals, families, and business owners who seek thoughtful, long-term partnerships rather than transactional advice. Their unique Wealth Identity Assessment helps clients clarify their financial motivations and make informed decisions that align with their values.Explore more
Intentional's Social MediaPopular SearchesIntentional LLCSIC Code 62,628NAICS Code 52,523Show more

Intentional Org Chart

PhoneEmail
SK
United States flag for contact location.

Chief Operating Officer

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Intentional

<$5M
1-10
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SK
Sarah KimChief Operating Officer
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11-50
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Brandon CrouchResearch Portfolio Analyst
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June MatthysseAssistant Vice President & Client Service Client Relationship Manager
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Charlie NemesCo-Founder & CEO
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N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Intentional Tech Stack

A closer look at the technologies used by Intentional

Top Finance Companies

Frequently Asked Questions Regarding Intentional

What is Intentional's official website?
Intentional's official website is www.i10wealth.com
What is Intentional's Revenue?
Intentional's revenue is <$5 Million
What is Intentional's SIC code?
Intentional's SIC: 62,628
What is Intentional's NAICS code?
Intentional's NAICS: 52,523
How many employees does Intentional have?
Intentional has 1-10 employees
What industry does Intentional belong to?
Intentional is in the industry of: Finance, Securities Trading
What is Intentional competition?
Intentional top competitors include: PearlStreet Investment Management, DuCharme Wealth Advisors, King And Ziegler Financial Group, VTI Financial
What technology does Intentional use?
Some of the popular technologies that Intentional uses are: WooCommerce, WordPress.org, PHP, Cloudflare CDN
What does Intentional do?

Intentional is a private wealth advisory firm that specializes in providing tailored financial guidance for high-net-worth and ultra-high-net-worth families. The firm focuses on complex financial lives, including tax strategy, estate planning, liquidity events, and private investments. Intentional serves individuals, families, and business owners w... ho seek thoughtful, long-term partnerships rather than transactional advice. Their unique Wealth Identity Assessment helps clients clarify their financial motivations and make informed decisions that align with their values.Read More

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

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