iWealth

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

213 15th Ave NE, Waseca, Minnesota, 5609...

Phone Number

(507) 835-9111

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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1

About iWealth

iWealth was created to help you manage risk while you invest wisely and live well. We believe in the "golden rule" of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family's wealth. Our clients can expect a highly customizable service with our firm. We will help them understand exactly where they are, where they are headed and how to get there. This will be done by reviewing ad implementing our "13 Wealth Management Issues" that our research has shown so valuable to our clients.Explore more
iWealth's Social MediaPopular SearchesIwealthIwealth IncIwealth Investments LLCInvestment Centers Of Amer IncIwealth InvestmentsSIC Code 62,628NAICS Code 52,523Show more

iWealth Org Chart

Brad Connors, Chief Executive Officer at iWealth
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Chief Executive Officer

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Matthew Potter, Chief Operating Officer at iWealth
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Chief Operating Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

iWealth

<$5M
1-10
Private
-
2012
$6M
11-50
Private
-
2015
N/A
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
<$5M
2017
Edward Portas, President at Ballast Advisors
Edward PortasPresident
<$5M
1-10
Private
-
2016
AK
Amrendra KumarQuality Head
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2009
BF
Brian FischerVice President and Commercial Sales Specialist
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

iWealth Tech Stack

A closer look at the technologies used by iWealth

Top Finance Companies

Frequently Asked Questions Regarding iWealth

What is iWealth's official website?
iWealth's official website is www.iwealth4me.com
What is iWealth's Revenue?
iWealth's revenue is <$5 Million
What is iWealth's SIC code?
iWealth's SIC: 62,628
What is iWealth's NAICS code?
iWealth's NAICS: 52,523
How many employees does iWealth have?
iWealth has 1-10 employees
What industry does iWealth belong to?
iWealth is in the industry of: Finance, Securities Trading
What is iWealth competition?
iWealth top competitors include: Copper Canyon Wealth Management, Waterford Advisors, Fischer Financial Group, Dove Investment Research & Management
What technology does iWealth use?
Some of the popular technologies that iWealth uses are: WordPress.org, PHP, Cloudflare Website Optimization, Cloudflare CDN
How do I contact iWealth?
iWealth contact info: Phone number: (507) 835-9111 Website: www.iwealth4me.com
What does iWealth do?

iWealth was created to help you manage risk while you invest wisely and live well. We believe in the "golden rule" of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. We serve individuals and small businesses that are looking for cl... arity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family's wealth. Our clients can expect a highly customizable service with our firm. We will help them understand exactly where they are, where they are headed and how to get there. This will be done by reviewing ad implementing our "13 Wealth Management Issues" that our research has shown so valuable to our clients.Read More

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

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