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IAG Wealth Partners Logo
IAG Wealth Partners CB Rank
326600
Heat Score
56
IAG Wealth Partners provides financial planning and wealth management to individuals, families, and business owners.
Founded
obfuscation
Private Janesville, Wisconsin, United States11-50 iagwealthpartners.com
Financial Services
Professional Services
Wealth Management
Overview

IAG Wealth Partners
Heat Score
56

Growth Score
pts
in past quarter
Heat Score 56
-4 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
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About IAG Wealth Partners

CB Rank
326600
IAG Wealth Partners provides financial planning and wealth management to individuals, families, and business owners.
Founded
obfuscation
Private Janesville, Wisconsin, United States11-50 iagwealthpartners.com
Financial Services
Professional Services
Wealth Management

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Lori Watt
Phone Number 608-743-0251
Diversity Spotlight 
Women Founded
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
A service that helps individuals, families, and business owners create strategies to manage their finances and achieve financial goals.
Wealth Management
A service focused on managing and growing clients' investment portfolios and assets to meet long-term financial objectives.

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  • Full access to financial & funding data on unlimited profiles
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  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1 Contacts 28

Employee Profiles

News

News and Press

News•Aug 26, 2025
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News•Mar 24, 2025
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•Mar 10, 2025
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

3,433
1,412.33%
 in past month

Interest Signals

TopicSurge Score
Business Philanthropy Logo
Business Philanthropy
89
Intel (INTC) Logo
Intel (INTC)
88
Intel Corporation Logo
Intel Corporation
88

Actively Used Products

12IAG Wealth Partners uses 12 technology products and services including HTML5, Apache Server, and  Vimeo, according to G2 Stack.

Active Website Tech Count

10IAG Wealth Partners is actively using 10 technologies for its website, according to BuiltWith. These include DNSSEC, Amazon, and  YouTube.
Sub-Organizations
Frequently Asked Questions

Where is IAG Wealth Partners's headquarters? IAG Wealth Partners is located in Janesville, Wisconsin, United States.Who are IAG Wealth Partners's competitors? Alternatives and possible competitors to IAG Wealth Partners may include HighTower Advisors, Mariner Wealth Advisors, and  EP Wealth Advisors.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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