IWG-Independence Wealth Group

Finance · 1-10 Employees

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Overview

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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Jun
ZI Rank
1
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About IWG-Independence Wealth Group

iWG Financial Planning empowers clients by creating a stress-free path towards financial success. They offer a range of services including investment management, insurance solutions, budgeting, and estate planning tailored to individual needs. Their clients benefit from a dedicated financial planner, 24/7 access to an online dashboard, and comprehensive annual reviews. iWG aims to help clients unlock their financial potential and achieve their personal financial goals.Explore more
IWG-Independence Wealth Group's Social MediaPopular SearchesIWG-Independence Wealth GroupAlamo Insurance & Wealth ManagementIndependence Wealth GroupiWGSIC Code 62,628NAICS Code 52,523Show more

IWG-Independence Wealth Group Org Chart

PhoneEmail
JC

Principal & Co-Founder

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

IWG-Independence Wealth G...

<$5M
1-10
Private
-
2005
JC
John ChanPrincipal & Co-Founder
$5.9M
11-50
Private
-
-
RW
Rachel WalkerManager, Client Services
<$5M
1-10
Private
-
2008
JN
Jeffrey NicholsonManager, Operations
<$5M
1-10
Private
-
2013
RM
Ross MarynellManager, Founding Member
<$5M
1-10
Private
<$5M
2014
KG
Keith GlaserFounder & Managing Director
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2011
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

IWG-Independence Wealth Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

IWG-Independence Wealth Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about IWG-Independence Wealth Group.

IWG-Independence Wealth Group Tech Stack

A closer look at the technologies used by IWG-Independence Wealth Group

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Frequently Asked Questions Regarding IWG-Independence Wealth Group

What is IWG-Independence Wealth Group's official website?
IWG-Independence Wealth Group's official website is www.investiwg.com
What is IWG-Independence Wealth Group's Revenue?
IWG-Independence Wealth Group's revenue is <$5 Million
What is IWG-Independence Wealth Group's SIC code?
IWG-Independence Wealth Group's SIC: 62,628
What is IWG-Independence Wealth Group's NAICS code?
IWG-Independence Wealth Group's NAICS: 52,523
How many employees does IWG-Independence Wealth Group have?
IWG-Independence Wealth Group has 1-10 employees
What industry does IWG-Independence Wealth Group belong to?
IWG-Independence Wealth Group is in the industry of: Finance, Insurance, Securities Trading
What is IWG-Independence Wealth Group competition?
IWG-Independence Wealth Group top competitors include: Copper Canyon Wealth Management, Cape Cod Wealth Strategies & Insurance Services, Murphy Wealth Management, Vertex Capital Advisors
What technology does IWG-Independence Wealth Group use?
Some of the popular technologies that IWG-Independence Wealth Group uses are: Sentry, Mailgun, F5 BIG-IP Platform, Sectigo
What does IWG-Independence Wealth Group do?

iWG Financial Planning empowers clients by creating a stress-free path towards financial success. They offer a range of services including investment management, insurance solutions, budgeting, and estate planning tailored to individual needs. Their clients benefit from a dedicated financial planner, 24/7 access to an online dashboard, and comprehe... nsive annual reviews. iWG aims to help clients unlock their financial potential and achieve their personal financial goals.Read More

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

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