Invessent

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

1 S Washington St Ste 130, Rochester, Ne...

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 Invessent

Invessent Wealth Management is dedicated to providing authentic investment guidance through a fiduciary, fee-only, and comprehensive wealth management approach. They aim to serve clients with a non-traditional perspective, catering to those seeking innovative financial solutions. The firm offers complimentary initial consultations, emphasizing the importance of informed clients. Their services are designed for individuals looking for personalized and effective wealth management strategies.Explore more
Invessent's Social MediaPopular SearchesInvessentInvessent LLCSIC Code 62,628NAICS Code 52,523Show more

Invessent Org Chart

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JF
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Managing Director

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Vice President, Operations

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Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Invessent

<$5M
1-10
Private
-
2020
JF
Jarrett FeltonManaging Director
$8.5M
1-10
Private
-
-
MY
Mary YoungAdvisory Services Director, Financial
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2003
CJ
Cindy JonesChief Operating Officer & Chief Compliance Officer
<$5M
1-10
Private
<$5M
2017
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Invessent Tech Stack

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Frequently Asked Questions Regarding Invessent

What is Invessent's official website?
Invessent's official website is www.invessent.com
What is Invessent's Revenue?
Invessent's revenue is <$5 Million
What is Invessent's SIC code?
Invessent's SIC: 62,628
What is Invessent's NAICS code?
Invessent's NAICS: 52,523
How many employees does Invessent have?
Invessent has 1-10 employees
What industry does Invessent belong to?
Invessent is in the industry of: Finance, Securities Trading
What is Invessent competition?
Invessent top competitors include: Ratcliff Financial Services, Sagemark Consulting, Fiduciary Management Group, Sequoia Wealth Management
What technology does Invessent use?
Some of the popular technologies that Invessent uses are: goo.gl, reCAPTCHA, YouTube, Microsoft 365
What does Invessent do?

Invessent Wealth Management is dedicated to providing authentic investment guidance through a fiduciary, fee-only, and comprehensive wealth management approach. They aim to serve clients with a non-traditional perspective, catering to those seeking innovative financial solutions. The firm offers complimentary initial consultations, emphasizing the... importance of informed clients. Their services are designed for individuals looking for personalized and effective wealth management strategies.Read More

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

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