InterVest

Finance · Maryland, United States · 1-10 Employees

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Overview

Headquarters

2 Wisconsin Cir Ste 500, Chevy Chase, Ma...

Phone Number

(301) 951-4455

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About InterVest

InterVest, Ltd. is an independent financial counseling firm located in the greater Washington DC area, providing personalized financial planning and counseling services since 1982. The firm focuses on creating tailored strategies to help families and individuals build wealth, protect their assets, and navigate life transitions. With a team of experienced professionals, InterVest addresses clients' pressing financial questions and helps them understand investment opportunities in today's economic environment. Their core values of trust, honesty, and integrity guide their commitment to serving clients' long-term financial goals.Explore more
InterVest's Social MediaPopular SearchesIntervest LtdInterVestIntervest CoInter Vest LtdIntervest Land Gp LLCSIC Code 62,628NAICS Code 52,523Show more

InterVest Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

InterVest

<$5M
1-10
Private
-
1993
$5.4M
1-10
Private
-
2001
Jay Vinson, Managing Director at Vinson Financial Group
Jay VinsonManaging Director
<$5M
11-50
Private
<$5M
1989
WK
Willis KrumholzChief Investment Officer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2003
SM
Stefanie MorganManager, Wealth
<$5M
1-10
Private
-
2015
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

InterVest Tech Stack

InterVest News & Media

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Frequently Asked Questions Regarding InterVest

What is InterVest's official website?
InterVest's official website is www.intervestltd.com
What is InterVest's Revenue?
InterVest's revenue is <$5 Million
What is InterVest's SIC code?
InterVest's SIC: 62,628
What is InterVest's NAICS code?
InterVest's NAICS: 52,523
How many employees does InterVest have?
InterVest has 1-10 employees
What industry does InterVest belong to?
InterVest is in the industry of: Finance, Securities Trading
What is InterVest competition?
InterVest top competitors include: Vinson Financial Group, Shannon Sottile, Certified Financial, Navigation Retirement Group, Smith Wealth Management Group TX
What technology does InterVest use?
Some of the popular technologies that InterVest uses are: Cloudflare Website Optimization, Cloudflare CDN, Google Font API, Google Tag Manager
How do I contact InterVest?
InterVest contact info: Phone number: (301) 951-4455 Website: www.intervestltd.com
What does InterVest do?

InterVest, Ltd. is an independent financial counseling firm located in the greater Washington DC area, providing personalized financial planning and counseling services since 1982. The firm focuses on creating tailored strategies to help families and individuals build wealth, protect their assets, and navigate life transitions. With a team of exper... ienced professionals, InterVest addresses clients' pressing financial questions and helps them understand investment opportunities in today's economic environment. Their core values of trust, honesty, and integrity guide their commitment to serving clients' long-term financial goals.Read More

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

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