Ibello Wealth Management
Financial Services β’ β’ 1-10 Employees
Company overview
| Headquarters | XX |
| Website | |
| NAICS | 52 |
| Keywords | Tax Planning, Wealth Management, Education Planning, Retirement Planning, Financial Planning, Investment Management, Legacy Planning, Long-Term Care Planning |
| Founded | 2024 |
| Employees | 1-10 |
Key Contact at Ibello Wealth Management
Nicholas A. Ibello
Founder & CEO
Ibello Wealth Management Email Formats
Ibello Wealth Management uses 1 email format. The most common is {first name} (e.g., john@ibellowm.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@ibellowm.com | 100% |
About Ibello Wealth Management
Ibello Wealth Management was launched with the sole focus of creating a wealth management firm that caters to a πππππ πππ πππππππ group of clients who are looking for a lifelong financial partner to guide them in all aspects of their financial lives. These are clients that refuse to compromise on the service offering they want delivered by their financial advisor: personalized, high touch, caring and trustworthy, responsive, and proactive. As technology, tax planning strategies, investment solutions and products, and financial legislation are constantly changing, we act as our clients βsteady handβ, cutting through the noise, and providing updated and creative approaches to how any changes in the world around them might affect their current situation or retirement outlook.
Ibello Wealth Management revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Ibello Wealth Management has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Ibello Wealth Management has never raised funding before.
Canada
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