Intergy Private Wealth

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

13 S Tejon St Ste 400, Colorado Springs,...

Phone Number

(719) 413-8820

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
1
1
1
1
1

About Intergy Private Wealth

Intergy Private Wealth is an independent registered investment advisor that specializes in bespoke financial solutions, integrating advanced technology with personalized service. The firm emphasizes a family-like culture to build strong relationships with clients, guiding them through every financial decision in their lives. Their team of experienced wealth professionals is dedicated to simplifying the complexities of managing, growing, and protecting wealth. Intergy Private Wealth aims to serve clients with integrity, trust, and a commitment to attentive service.Explore more
Intergy Private Wealth's Social MediaPopular SearchesIntergy Private WealthSIC Code 62,628NAICS Code 52,523Show more

Intergy Private Wealth Org Chart

CD
United States flag for contact location.

Chief Executive Officer & Managing Partner

PhoneEmail
Mark Perrault, President & Managing Partner at Intergy Private Wealth
United States flag for contact location.

President & Managing Partner

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Intergy Private Wealth

<$5M
1-10
Private
-
2021
CD
Charlie DunnCEO & Managing Partner
$8.5M
1-10
Private
-
-
MY
Mary YoungAdvisory Services Director, Financial
<$5M
1-10
Private
<$5M
2011
ML
McKayla LanghillRelationship Manager
<$5M
1-10
Private
-
2021
Patrick Swift, Partner and President of Wealth Planning at Amplius Wealth Advisors
Patrick SwiftPartner and President of Wealth Planning
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
MP
Michelle PikePrincipal, Financial Planner
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Intergy Private Wealth Tech Stack

A closer look at the technologies used by Intergy Private Wealth

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Frequently Asked Questions Regarding Intergy Private Wealth

What is Intergy Private Wealth's official website?
Intergy Private Wealth's official website is www.intergywealth.com
What is Intergy Private Wealth's Revenue?
Intergy Private Wealth's revenue is <$5 Million
What is Intergy Private Wealth's SIC code?
Intergy Private Wealth's SIC: 62,628
What is Intergy Private Wealth's NAICS code?
Intergy Private Wealth's NAICS: 52,523
How many employees does Intergy Private Wealth have?
Intergy Private Wealth has 1-10 employees
What industry does Intergy Private Wealth belong to?
Intergy Private Wealth is in the industry of: Finance, Securities Trading
What is Intergy Private Wealth competition?
Intergy Private Wealth top competitors include: Sagemark Consulting, Pillar Wealth Strategies, Amplius Wealth Advisors, Ratcliff Financial Services
What technology does Intergy Private Wealth use?
Some of the popular technologies that Intergy Private Wealth uses are: goo.gl, WordPress.org, reCAPTCHA, PHP
How do I contact Intergy Private Wealth?
Intergy Private Wealth contact info: Phone number: (719) 413-8820 Website: www.intergywealth.com
What does Intergy Private Wealth do?

Intergy Private Wealth is an independent registered investment advisor that specializes in bespoke financial solutions, integrating advanced technology with personalized service. The firm emphasizes a family-like culture to build strong relationships with clients, guiding them through every financial decision in their lives. Their team of experienc... ed wealth professionals is dedicated to simplifying the complexities of managing, growing, and protecting wealth. Intergy Private Wealth aims to serve clients with integrity, trust, and a commitment to attentive service.Read More

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

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