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Intelligent Investing Advisors

Intelligent Investing Advisors

Financial ServicesFlag of USGreenville, South Carolina, United States1-10 Employees

Company overview

Headquarters33 Market Point Drive, Greenville, SC 29607, US
Phone number+18644024267
Website
NAICS52
Keywords
Tax Planning, Financial Management, Financial Planning, Estate Planning, Nonprofits, Executives, Philanthropic Planning, Private Wealth Planning, Medical Professionals, Institutional Wealth
Founded2016
Employees1-10
Socials

Key Contact at Intelligent Investing Advisors

Flag of US

Hans Blake

Founder

Intelligent Investing Advisors Email Formats

Intelligent Investing Advisors uses 1 email format. The most common is {first initial} (e.g., j@investedwithyou.com), used 100% of the time.

FormatExamplePercentage
{first initial}
j@investedwithyou.com
100%

About Intelligent Investing Advisors

https://www.investedwithyou.com Intelligent Investing is a fee-only Registered Investment Advisor that minimizes your financial stress so you can maximize your life. Intelligent Investing has three pillars of financial thought: traditional finance, behavioral finance, and values-based finance. These three pillars are the foundation of every thought that goes into our research, portfolio decisions, and client communications. Intelligent Investing is insightful, independent, and innovative. and has four unique factors that make us different from other advisors. 1. We minimize fees and taxes 2. We maximize your time 3. We unify family financial communication. 4. We blend technology with human advice. Each CLIENT is the focus of our Core Values: Compassion. Legacy. Integrity. Excellence. Nimble. Truth.

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Intelligent Investing Advisors revenue & valuation

Annual revenue$85,555
Revenue per employee$86,000
Estimated valuation?$273,776
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Intelligent Investing Advisors has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Intelligent Investing Advisors has never raised funding before.

Intelligent Investing Advisors Tech Stack

Discover the technologies and tools that power Intelligent Investing Advisors's digital infrastructure, from frameworks to analytics platforms.

AddToAny Share Buttons

AddToAny Share Buttons

WordPress plugins

Shortcodes Ultimate

Shortcodes Ultimate

WordPress plugins

Elementor

Elementor

Page builders

jQuery Migrate

jQuery Migrate

JavaScript libraries

Genesis theme

Genesis theme

WordPress themes

jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

Calendly

Calendly

Appointment scheduling

WordPress

WordPress

Blogs

AddToAny

AddToAny

Widgets

Google Analytics

Google Analytics

Analytics

The Events Calendar

The Events Calendar

WordPress plugins

Frequently asked questions

Intelligent Investing Advisors is located in Greenville, South Carolina, US.
You can reach Intelligent Investing Advisors at +18644024267.
Intelligent Investing Advisors was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.
Intelligent Investing Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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