Intentional Wealth Partners Revenue

Financial Services • Middleburg Heights, Ohio, United States • 1-10 Employees

Intentional Wealth Partners revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Key Contact at Intentional Wealth Partners

Leah Hadley

Founder/Senior Financial Planner

Company overview

Headquarters	7017 Pearl Rd, Middleburg Heights, Ohio 44130, US
Phone number	+18665451001
Website	intentionalwealthpartners.co
NAICS	52
Founded	2017
Employees	1-10

Intentional Wealth Partners Email Formats

Intentional Wealth Partners uses 1 email format. The most common is {first initial} (e.g., j@intentionalwealthpartners.co), used 100% of the time.

Format	Example	Percentage
{first initial}	j@intentionalwealthpartners.co	100%

About Intentional Wealth Partners

At Intentional Wealth Partners, your goals are our top priority. That isn’t just a trite, catchy sentence—it’s at the core of everything we do together! We combine a heart-felt boutique experience with cutting-edge technology and access to the best investment products, so you receive support that fits you now and allows you to grow into more in the future, all while avoiding costly mistakes that you may make if you were investing on your own (or not investing at all!). As fiduciary fee-only financial planners, we are compensated only by the fees we charge, not the products we sell. That means every plan and option we present to you is provided to further your goals and priorities and yours alone.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Intentional Wealth Partners has never raised funding before.

Intentional Wealth Partners Tech Stack

Discover the technologies and tools that power Intentional Wealth Partners's digital infrastructure, from frameworks to analytics platforms.

Slick

JavaScript libraries

Wistia

Video players

Cloudflare

CDN

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

Kajabi

Ecommerce

Calendly

Appointment scheduling

Google Analytics

Analytics

Bootstrap

UI frameworks

Moment.js

JavaScript libraries

FingerprintJS

Browser fingerprinting

Google Tag Manager

Tag managers

Frequently asked questions

Intentional Wealth Partners is located in Middleburg Heights, Ohio, US.

You can reach Intentional Wealth Partners at +18665451001.

Intentional Wealth Partners generates an estimated annual revenue of $427,775. This revenue figure reflects the company's market position and business performance in its industry.

Intentional Wealth Partners has an estimated valuation of $1,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Intentional Wealth Partners was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

Intentional Wealth Partners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Intentional Wealth Partners

Leah Hadley

Founder/Senior Financial Planner

4.8

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