InvestLinc
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
300 S Harbor Blvd Ste 1000, Anaheim, Cal...Phone Number
(714) 563-3500Website
www.investlincadvisors.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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1
About InvestLinc
InvestLinc Wealth Services offers first-class money management and financial planning services, focusing on evidence-based, long-term strategies and low internal fees. They provide fully custom, tax-efficient portfolios primarily targeting U.S.-focused, large-cap, tech-titled investments. Their intended clients include individuals and businesses seeking comprehensive financial plans and objective financial advice, with a fiduciary, client-first approach. Established in 1979, InvestLinc emphasizes client education and maintains a trusted reputation with over $100 million in assets under management.Explore more
InvestLinc Org Chart
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Company Profile Activity
Activity Insights
InvestLinc is experiencing very low activity levels compared to other companies in the Finance sector.
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InvestLinc is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about InvestLinc.
InvestLinc Tech Stack
A closer look at the technologies used by InvestLinc
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Most Recent Scoops
Pain Point
A high-level source has indicated that the organization's largest challenge for 2020 is human capital.
Pain Point, Employee Relations
Project
A high-level source has indicated that the organization's largest upcoming technology-based initiative will focus on a migration to Microsoft OneDrive.
Enterprise Software, Software
Pain Point
A high-level source has indicated that the organization is experiencing challenges related to budget creation & management. West Cohan currently serves as Co-Chief Investment Officer & Wealth Manager.
Pain Point, Spending/Investment, Accounting, Financial Planning
Project
A high-level source has indicated that initiatives related to data security are currently in progress in the finance and accounting department. The organization is focused on developing better standard operating procedures (SOP) to secure physical data and encryption solutions, and is planning to increase current investments to support these efforts. InvestLinc will be leveraging a contingent workforce. West Cohan currently serves as Co-Chief Investment Officer & Wealth Manager.
Information Security, Request for Proposal (RFP), Data Management, Contingent Workforce, Accounting, Information Governance
Pain Point
Pain Point, Spending/Investment, Financial Planning, Billing & Invoice, Financial Systems
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Frequently Asked Questions Regarding InvestLinc
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InvestLinc Wealth Services offers first-class money management and financial planning services, focusing on evidence-based, long-term strategies and low internal fees. They provide fully custom, tax-efficient portfolios primarily targeting U.S.-focused, large-cap, tech-titled investments. Their intended clients include individuals and businesses se... Read More
