i2 Wealth: Cross Border Planning

Financial Services • Montreal, Quebec, Canada • 1-10 Employees

Company overview

Headquarters	360 Rue Saint-Jacques, G101, Montreal, Quebec H2Y 1P5, CA
Phone number	+18885476777
Website	itwowealth.com
NAICS	52
Keywords	Roth Ira Conversion, Canada/Us Cross Border Financial Planning, Canada/Us Retirement Accounts, Canadian Departure Tax Planning, Canadians Moving To The Us, Cross Border Insurance Planning, Green Card Holders Living In Canada, Us Citizens Living In Canada, Us Expats In Canada
Founded	2024
Employees	1-10

Key Contact at i2 Wealth: Cross Border Planning

Ilaria Defendi

Co-Founder & Cross Border Financial Planner

About i2 Wealth: Cross Border Planning

i2 Wealth is a fee-based cross border planning firm that provides a range of financial services, spanning from hourly consultations and retirement analyses to fully scaled cross border financial plans.

i2 Wealth: Cross Border Planning revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

i2 Wealth: Cross Border Planning has never raised funding before.

i2 Wealth: Cross Border Planning Tech Stack

Discover the technologies and tools that power i2 Wealth: Cross Border Planning's digital infrastructure, from frameworks to analytics platforms.

MediaElement.js

Video players

reCAPTCHA

Security

Gravity Forms

Form builders

jQuery Mobile

Mobile frameworks

Swiper

JavaScript libraries

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

HSTS

Security

PHP

Programming languages

WordPress

Blogs

Frequently asked questions

i2 Wealth: Cross Border Planning is located in Montreal, Quebec, CA.

You can reach i2 Wealth: Cross Border Planning at +18885476777.

i2 Wealth: Cross Border Planning was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

i2 Wealth: Cross Border Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at i2 Wealth: Cross Border Planning

Ilaria Defendi

Co-Founder & Cross Border Financial Planner

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