InLight Wealth Revenue
Financial Services • 
Atlanta, Georgia, United States • 1-10 Employees
InLight Wealth revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Key Contact at InLight Wealth
Nathan Scott
Director Of Administration
Company overview
| Headquarters | 1175 Peachtree Street NE 100 Colony Square, Suite 360, Atlanta, GA 30361, US |
| Phone number | +14702662223 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Private Wealth Management |
| Employees | 1-10 |
| Socials |
InLight Wealth Email Formats
InLight Wealth uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@inlightwealth.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@inlightwealth.com | 75% |
{first name}.{last name} | john.doe@inlightwealth.com | 25% |
About InLight Wealth
InLight Wealth is an independent wealth management firm based in Atlanta, Georgia. Jason Joffe, Angie Dumler and Ben Esser, the co-founders of InLight Wealth, previously were responsible for managing $370 million in client assets at Morgan Stanley. The InLight partners have been delivering customized solutions to high-net-worth families for over 17 years. They have deep experience in the design and implementation of complex financial and investment plans. “The genesis of InLight is in the desire to build a better business model based on open architecture and transparency,” said Joffe. “InLight’s mission is to preserve and grow wealth while simplifying clients’ financial lives. Our culture of respect, service and professional excellence will thrive in an independent framework. InLight is built for the long run and will serve families for generations.” InLight Wealth is a fee-only investment firm registered with the Securities and Exchange Commission (S.E.C.). For more information, please visit InLightWealth.com.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
InLight Wealth has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
InLight Wealth has never raised funding before.
InLight Wealth Tech Stack
Discover the technologies and tools that power InLight Wealth's digital infrastructure, from frameworks to analytics platforms.
Hosting
JavaScript libraries
Web servers
Bahrain
Australia
Frequently asked questions
4.8
40,000 users
