Investry

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

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Overview

Headquarters

2 Overhill Rd, Scarsdale, New York, 1058...

Phone Number

(914) 721-6040

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 Investry

Investry is a registered investment advisor based in Scarsdale, New York, specializing in sustainable wealth management for individuals and families. They offer holistic financial planning services, focusing on aligning clients' investments with their values without requiring a minimum investment. Their clientele includes inheritors, family business members, the sandwich generation, and unmarried couples, among others. As a fee-only advisor, Investry prioritizes the interests of their clients by avoiding commissions and maintaining an ongoing relationship tailored to each client's comfort level.Explore more
Investry's Social MediaPopular SearchesInvestryInvestry LLCSIC Code 62,628NAICS Code 52,523Show more

Investry Org Chart

PhoneEmail
PH
United States flag for contact location.

Founder & Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Investry

<$5M
1-10
Private
-
2020
PH
Prem HiraFounder & Financial Planner
<$5M
11-50
Private
-
-
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2009
Casey O'Leary, President at Trinity Wealth Management
Casey O'LearyPresident
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
2017
CJ
Christopher JenkinsManaging Director
<$5M
1-10
Private
-
1973
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Investry Tech Stack

A closer look at the technologies used by Investry

Top Finance Companies

Frequently Asked Questions Regarding Investry

What is Investry's official website?
Investry's official website is www.investry.com
What is Investry's Revenue?
Investry's revenue is <$5 Million
What is Investry's SIC code?
Investry's SIC: 62,628
What is Investry's NAICS code?
Investry's NAICS: 52,523
How many employees does Investry have?
Investry has 1-10 employees
What industry does Investry belong to?
Investry is in the industry of: Finance, Securities Trading
What is Investry competition?
Investry top competitors include: KMR Wealth Advisory, Trinity Wealth Management, Kruger Wealth Management, Encompass Financial Partners
What technology does Investry use?
Some of the popular technologies that Investry uses are: Sentry, Google Cloud Web Serving, Google Cloud Platform, WixStores
How do I contact Investry?
Investry contact info: Phone number: (914) 721-6040 Website: www.investry.com
What does Investry do?

Investry is a registered investment advisor based in Scarsdale, New York, specializing in sustainable wealth management for individuals and families. They offer holistic financial planning services, focusing on aligning clients' investments with their values without requiring a minimum investment. Their clientele includes inheritors, family busines... s members, the sandwich generation, and unmarried couples, among others. As a fee-only advisor, Investry prioritizes the interests of their clients by avoiding commissions and maintaining an ongoing relationship tailored to each client's comfort level.Read More

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

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