InvestWise Financial Revenue
Financial Services • 
Bloomfield Township, Michigan, United States • 21-50 Employees
InvestWise Financial revenue & valuation
| Annual revenue | $9,239,409 |
| Revenue per employee | $299,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $29,600,000 |
| Total funding | No funding |
Key Contact at InvestWise Financial
Kim Hruby
Director Of Communications
Company overview
| Headquarters | 3883 Telegraph Road, Suite 204, suite 204, BLOOMFIELD HILLS, MI 48302, US |
| Phone number | +12485947040 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Life Insurance, Long Term Care Insurance, Estate Planning, Investment Management, Retirement Income Planning, Social Security, Minimizing Taxes, Risk Reduction Strategies, Tax Efficient Retirement Income |
| Founded | 1995 |
| Employees | 21-50 |
| Socials |
InvestWise Financial Email Formats
InvestWise Financial uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@investwisefinancial.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@investwisefinancial.com | 100% |
About InvestWise Financial
InvestWise Financial, LLC. is a holistic wealth management firm. We are committed to helping investors pursue their most valued goals. With over 100 years of combined experience, our associates align their individual expertise to form a truly dynamic collective. As a team, we are able to offer a wide range of products and services to strengthen your financial confidence. By providing you with tailored and knowledgeable financial advice, we believe you will be better able to identify your goals and make sound decisions. We provide a variety of specialized services, such as: - Investment Services - Retirement Planning - Estate Planning - College Planning - Tax Planning - Medicare Supplements - Insurance Services - Social Security Strategies Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. finra.org sipc.org
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
InvestWise Financial has 15 employees across 4 departments.
Departments
Number of employees
Funding Data
InvestWise Financial has never raised funding before.
InvestWise Financial Tech Stack
Discover the technologies and tools that power InvestWise Financial's digital infrastructure, from frameworks to analytics platforms.
CDN
Security
Security
JavaScript frameworks
South Africa
Portugal
Netherlands
United Kingdom
Denmark
Germany
Frequently asked questions
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