Intrepid Wealth Partners
Finance · 1-10 Employees
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Overview
Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Intrepid Wealth Partners
Intrepid Wealth Partners offers fiduciary investment management services tailored for high-earning millennials, doctors, founders, executives, and business owners. The firm focuses on creating independent, evidence-based portfolios that prioritize growth, risk management, and tax efficiency. With over 20 years of experience, they provide personalized investment strategies and expert fiduciary advice to help clients achieve their financial goals. Utilizing advanced technology, Intrepid Wealth Partners ensures a highly personalized digital experience without account minimums, fostering a trusting relationship with their clients.Explore more
Intrepid Wealth Partners Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Intrepid Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Intrepid Wealth Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Intrepid Wealth Partners.
Intrepid Wealth Partners Tech Stack
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Intrepid Wealth Partners offers fiduciary investment management services tailored for high-earning millennials, doctors, founders, executives, and business owners. The firm focuses on creating independent, evidence-based portfolios that prioritize growth, risk management, and tax efficiency. With over 20 years of experience, they provide personaliz... Read More
