The Insight Group

Finance · Utah, United States · 11-50 Employees

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Overview

Headquarters

3115 E Lion Ln Ste 100, Salt Lake City, ...

Phone Number

(801) 944-7702

Revenue

$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About The Insight Group

The Insight Group is a fee-based Investment Advisory firm located in Salt Lake City, Utah. Since 1993, our clients have chosenand recommendedus for our unique approach to retirement planning and wealth management. The personal advocacy youll experience speaks to our individualized level of service and seasoned advice. See why the majority of our clients come to us from other client referrals, and learn more about The Insight Group now.Explore more
The Insight Group's Social MediaPopular Searchesthe insight group IncInsight GroupInsight Group IncThe Insight Group LLCInsight Group LLCSIC Code 62,628NAICS Code 52,523Show more

The Insight Group Org Chart

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Admin Manager

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Marketing Assistant & Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Insight Group

$5M
11-50
Private
-
1993
ZH
Zeeshan HashimAdmin Manager
<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
<$5M
1-10
Private
-
-
CW
Christopher WeismillerPrincipal, Wealth Advisor
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
1-10
Private
-
1983
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Company Profile Activity

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Activity Insights

The Insight Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

The Insight Group News & Media

  • EP Wealth Advisors Acquires The Insight Group and Financial Insight Center

    TORRANCE, Calif.--(BUSINESS WIRE)--EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment adviser (“RIA”) that specializes in client-centric financial planning and investment management services, announced its acquisition of The Insight Group, Inc. and Financial Insight Center, LLC (“Insight” in reference to both). This is EP Wealth’s largest acquisition to date and marks a significant milestone in its growth trajectory as the firm expands its reach to Utah. Based in
Read more news

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Frequently Asked Questions Regarding The Insight Group

What is The Insight Group's official website?
The Insight Group's official website is www.insightgroup.com
What is The Insight Group's Revenue?
The Insight Group's revenue is $5 Million
What is The Insight Group's SIC code?
The Insight Group's SIC: 62,628
What is The Insight Group's NAICS code?
The Insight Group's NAICS: 52,523
How many employees does The Insight Group have?
The Insight Group has 11-50 employees
What industry does The Insight Group belong to?
The Insight Group is in the industry of: Finance, Securities Trading
What is The Insight Group competition?
The Insight Group top competitors include: Stockade Wealth Management, Goodrich and Associates, Focus Financial Network, Selkirk Wealth Advisors
What companies has The Insight Group acquired?
The Insight Group has acquired the companies: Sound Financial Planning, Clearview Wealth Advisors, Capital Insight Partners, The Insight Group
How do I contact The Insight Group?
The Insight Group contact info: Phone number: (801) 944-7702 Website: www.insightgroup.com
What does The Insight Group do?

The Insight Group is a fee-based Investment Advisory firm located in Salt Lake City, Utah. Since 1993, our clients have chosenand recommendedus for our unique approach to retirement planning and wealth management. The personal advocacy youll experience speaks to our individualized level of service and seasoned advice. See why the majority of our cl... ients come to us from other client referrals, and learn more about The Insight Group now.Read More

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

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