Innovative Advisory Group Revenue

Investment Management • Lexington, Massachusetts, United States • 11-20 Employees

Innovative Advisory Group revenue & valuation

Annual revenue	$941,105
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$3,100,000
Total funding	No funding

Key Contact at Innovative Advisory Group

Rajeev Kotyan

Principal And Co-Founder

Company overview

Headquarters	394 Lowell St, Suite 8, Lexington, MA 02420, US
Phone number	+17812685060
Website	innovativewealth.com
NAICS	5231
SIC	628
Keywords	Investment Management, Investing, Estate Planning, Leadership, Financial Planning, Financial Advice, Portfolio Management, Strategic Consulting, Tax Planning, Podcast, Defined Benefit, Risk Management Assessments, Family Office, Financial Coaching, Education Planning, Financial Planning Analysis, 401K Plan Advisor, Innovative Wealth Management, Self-Directed Ira Management And Advice, Special Advisor, Retirement Lifestyle Planning
Founded	2008
Employees	11-20
Socials

Innovative Advisory Group Email Formats

Innovative Advisory Group uses 1 email format. The most common is {first initial} (e.g., j@innovativewealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@innovativewealth.com	100%

About Innovative Advisory Group

Innovative Advisory Group (IAG), an independent Registered Investment Advisory Firm, is bringing innovation to the wealth management industry by combining both traditional and alternative investments. We advise clients on traditional investments, such as stocks, bonds, and mutual funds, as well as advising clients on alternative investments. IAG has a value-oriented approach to investing, which integrates specialized investment experience with extensive resources. Innovative Advisory Group is an industry leader in utilizing alternative investments inside a Self-Directed IRA or Self-Directed 401(k).

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Innovative Advisory Group has 7 employees across 4 departments.

Departments

Number of employees

Funding Data

Innovative Advisory Group has never raised funding before.

Innovative Advisory Group Tech Stack

Discover the technologies and tools that power Innovative Advisory Group's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Astra

WordPress themes

Site Kit

Analytics

Google Maps

Maps

Beaver Builder

WordPress plugins

jQuery Migrate

JavaScript libraries

Stripe

Payment processors

jQuery

JavaScript libraries

Thrive Leads

WordPress plugins

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

Frequently asked questions

Innovative Advisory Group is located in Lexington, Massachusetts, US.

You can reach Innovative Advisory Group at +17812685060.

Innovative Advisory Group generates an estimated annual revenue of $941,105. This revenue figure reflects the company's market position and business performance in its industry.

Innovative Advisory Group has an estimated valuation of $3,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Innovative Advisory Group was founded in 2008, making it 18 years old. The company has established itself as a significant player in its industry over this time.

Innovative Advisory Group has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Innovative Advisory Group

Rajeev Kotyan

Principal And Co-Founder

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