


Insight Financial Services (IFS) Revenue
Financial Services • Overland Park, Kansas, United States • 1-10 Employees
Insight Financial Services (IFS) revenue & valuation
| Annual revenue | $24,200,000 |
| Revenue per employee | $4,821,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $77,200,000 |
| Total funding | No funding |
Key Contact at Insight Financial Services (IFS)
Greg Keal
Director Of Planning Services/Financial Advisor
Company overview
| Headquarters | 7101 College Boulevard, Suite 740, Overland Park, KS 66210, US |
| Phone number | +19134022020 |
| Website | |
| NAICS | 52 |
| SIC | 738 |
| Keywords | Wealth Management, Financial Planning, Retirement |
| Founded | 2006 |
| Employees | 1-10 |
| Socials |
Insight Financial Services (IFS) Email Formats
Insight Financial Services (IFS) uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@ifsadvisors.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@ifsadvisors.com | 100% |
About Insight Financial Services (IFS)
We provide clients with the tools and guidance to navigate their financial roadmap. Insight Financial Services is a firm where clients are able to be an active part of their own financial planning experience. Our advisors incorporate a rollup-our-sleeves attitude and take pride in working alongside clients. It is our belief that your involvement in this journey, from day one, is of utmost importance. Planning your financial future today is your next step toward an investment strategy that serves you tomorrow. Our Mission is simple. To help affluent individuals and families plan, implement and manage every phase of their pre- and post-retirement life, helping them achieve their retirement goals and objectives. Investment advisory services offered through IFS Advisors, LLC (IFSA), an SEC registered investment adviser. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Insight Financial Services (IFS) has never raised funding before.
Insight Financial Services (IFS) Tech Stack
Discover the technologies and tools that power Insight Financial Services (IFS)'s digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
Search engines
Security
JavaScript libraries
Tag managers
Hosting
Marketing automation
Security
JavaScript libraries
Miscellaneous
Analytics
Frequently asked questions
4.8
40,000 users



