IVY Wealth Revenue
Financial Services • 
14241 Dallas Parkway Ste. 1200, DALLAS, United States • 11-20 Employees
IVY Wealth revenue & valuation
| Annual revenue | $1,197,770 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,900,000 |
| Total funding | No funding |
Key Contact at IVY Wealth
Jordan Earles
Founder & Wealth Management Advisor At Ivy Wealth
Company overview
| Headquarters | 14241 Dallas Parkway Ste. 1200, DALLAS, Texas 75254, US |
| Phone number | +12252055600 |
| Website | |
| NAICS | 52 |
| Employees | 11-20 |
IVY Wealth Email Formats
IVY Wealth uses 2 email formats. The most common is {first initial} (e.g., j@ivy-wealth.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@ivy-wealth.com | 50% |
{first name} | john@ivy-wealth.com | 50% |
About IVY Wealth
At Ivy Wealth, we help clients with their wealth management and financial planning needs. Some of our services include: 1) Fee based financial planning. 2) Investment management. 3) Insurance planning. 4) Estate Planning. 5) Lending Services. 6) Retirement Planning.
Employees by Management Level
Total employees: 11-20
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Employees by Department
IVY Wealth has 5 employees across 1 departments.
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Funding Data
IVY Wealth has never raised funding before.
IVY Wealth Tech Stack
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