Insight Advisors
Financial Services • 
Newtown, Pennsylvania, United States • 11-20 Employees
Company overview
| Headquarters | 10 N. State Street, Newtown, PA 18940, US |
| Phone number | +12155506011 |
| Website | |
| NAICS | 52 |
| Keywords | Comprehensive Financial Planning, Wealth Management, Business Consulting, Estate Planning, Trust Planning, Hedging Strategies |
| Founded | 2013 |
| Employees | 11-20 |
| Socials |
Key Contact at Insight Advisors
Matthew Mcinerney
Vice President
Insight Advisors Email Formats
Insight Advisors uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@myinsightadvisors.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@myinsightadvisors.com | 50% |
{first initial} | j@myinsightadvisors.com | 25% |
{first initial}{last name}{last name} | jdoedoe@myinsightadvisors.com | 12.5% |
{first name}{last name} | johndoe@myinsightadvisors.com | 12.5% |
About Insight Advisors
We know that successful financial advisors have many options when it comes to managing and growing your business. With the industry rapidly evolving, these options are becoming more distinct in terms of available resources, oversight and financial opportunity. The direction you choose ultimately impacts the service you can provide your clients. If you have an entrepreneurial spirit and want to benefit from the infrastructure and resources of a well-established firm, we invite you to consider joining the Insight Advisors team. With us, you will have access to our technology, operational platform and professional resources while maintaining your own brand and independence to decide how you manage your practice. Our broad experience partnering with financial firms and acquiring advisor practices has resulted in an institutionalized conversion process that facilitates the seamless transition of your book of business. By leveraging our existing platforms, you can focus on building strong client relationships and growing your business.
Insight Advisors revenue & valuation
| Annual revenue | $1,283,325 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Insight Advisors has 2 employees across 1 departments.
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Number of employees
Funding Data
Insight Advisors has never raised funding before.
Insight Advisors Tech Stack
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