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Interchange Capital Partners

Interchange Capital Partners Email Formats

Financial ServicesFlag of USPittsburgh, Pennsylvania, United States11-20 Employees

Interchange Capital Partners Email Formats

Interchange Capital Partners uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@interchangecp.com), used 80% of the time.

FormatExamplePercentage
{first initial}.{last name}
j.doe@interchangecp.com
86.7%
{first name}.{last name}
john.doe@interchangecp.com
13.3%

Key Contacts at Interchange Capital Partners

Flag of US

Brian Baum

Ceo & President

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Kendra Kasznel Reilly

Managing Director Relationship Management

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Chris Duerr

Managing Director Of Investment Management

Company overview

Headquarters301 Grant Street, Suite 3550, Pittsburgh, Pennsylvania 15219, US
Phone number+14123074230
Website
NAICS52
Keywords
Investments, Risk Management, Asset Protection, Wealth Management, Exit Planning, Retirement Planning, Insurance, Financial Planning, Investment Advisory Services
Founded2020
Employees11-20
Socials

About Interchange Capital Partners

Interchange Capital Partners is a family business advisory firm dedicated to consulting and strategy development for family-owned businesses, assisting them in navigating the complex interchanges between themselves, their families, businesses, and ownership. Interchange is also a registered investment adviser that engages with companies and individuals, offering collaborative and comprehensive planning, as well as disciplined wealth management. With decades of experience, we specialize in helping families and businesses understand where they are today and create comprehensive plans for their future. This involves providing them with the clarity, understanding, and action needed to achieve their goals. By leveraging internal and external expertise, Interchange Capital Partners enhances planning, governance, risk management, and overall strategic direction for family-owned businesses, ensuring long-term sustainability and success. Our singular objective is to help our business owner clients fulfill their aspirations and dreams for their families, their businesses, and their legacies. To learn more about Interchange Capital Partners, visit https://interchangecp.com

Employees by Management Level

Total employees: 11-20

Seniority

Employees

C-Suite
Entry
Vice President

Employees by Department

Interchange Capital Partners has 4 employees across 1 departments.

Departments

Number of employees

Funding Data

Interchange Capital Partners has never raised funding before.

Interchange Capital Partners Tech Stack

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

Cloudflare

Cloudflare

CDN

Lodash

Lodash

JavaScript libraries

reCAPTCHA

reCAPTCHA

Security

Sentry

Sentry

Issue trackers

Sirvoy

Sirvoy

Appointment scheduling

jQuery

jQuery

JavaScript libraries

Constant Contact

Constant Contact

Email

Wix

Wix

Blogs

HTTP/3

HTTP/3

Miscellaneous

HSTS

HSTS

Security

Open Graph

Open Graph

Miscellaneous

React

React

JavaScript frameworks

Frequently asked questions

Interchange Capital Partners is located in Pittsburgh, Pennsylvania, US.
You can reach Interchange Capital Partners at +14123074230.
Interchange Capital Partners was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.
Interchange Capital Partners has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

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40,000 users

top 50
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most used
tier 1 accuracy

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