Intergy Private Wealth Revenue
Financial Services • 
Colorado Springs, Colorado, United States • 1-10 Employees
Intergy Private Wealth revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Key Contact at Intergy Private Wealth
Mark Perrault
President, Managing Partner
Company overview
| Headquarters | 13 S Tejon St, Suite 400, Colorado Springs, Colorado 80903, US |
| Phone number | +17194138820 |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Wealth Management, Financial Planning, Investment Advisory Services |
| Founded | 2021 |
| Employees | 1-10 |
| Socials |
Intergy Private Wealth Email Formats
Intergy Private Wealth uses 2 email formats. The most common is {first initial} (e.g., j@intergywealth.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@intergywealth.com | 50% |
{first name} | john@intergywealth.com | 50% |
About Intergy Private Wealth
Intergy Private Wealth was founded in 2021 by Mark Perrault, CFP®, RICP®, MBA, and Charlie Dunn, CFP®, RICP®, whose partnership began formally in 2016. At the launch of our firm, Mark and Charlie were joined by a third advisor, Geoffrey Thomas Schaefer, CFP®, and five experienced professionals. Together, our advisors have over 30 years of experience in financial planning, and our client service/support team have more than 50 years of experience. Along with our intuition of our experience and acumen, we provide the energy and enthusiasm of our youth. With careers of 20-to-30 years still ahead of us, we intend to grow alongside our clients, nurturing their relationships as we help them prepare for retirement, business succession, and wealth transfer to the next generation. Our clients include business owners, physicians, technology professionals, family foundations, as well as retirees. A common thread among all our clients is their desire to improve the financial decisions that impact their lives and families, and in the case of foundations, their mission. The advice we offer is objective, and we support our actions with transparency and accountability. We achieve this through our independence and employee-ownership. And although we are independent, we are not alone. Intergy Private Wealth is part of the Dynasty Financial Partners network, which provides us access to a full array of capital markets and investment banking capabilities, as well as a vast range of investment research and consulting, advanced technology and proprietary analytical tools, and an online research center – robust resources we employ to benefit our clients. Content on this page is for informational purposes only and is not an offer, solicitation, or recommendation for any security, product, or service. It is not intended as investment advice and should not be relied upon for investment decisions. Third‑party information is believed to be reliable but is not guaranteed.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Intergy Private Wealth has 3 employees across 3 departments.
Departments
Number of employees
Funding Data
Intergy Private Wealth has never raised funding before.
Intergy Private Wealth Tech Stack
Discover the technologies and tools that power Intergy Private Wealth's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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