Impact Wealth - Crunchbase Company Profile & Funding

Overview

Impact Wealth

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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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

Recent Events

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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About Impact Wealth

CB Rank

1267024

Impact Wealth is an investment management firm that provides services for wealth management, financial planning, insurance and income.

Founded

obfuscation

Private

Boulder, Colorado, United States

1-10

impactwealth.com/

Finance

Financial Services

Insurance

Wealth Management

Key People

James Teegarden: Founder & CEO

Details

Sub-Organization of

1031 Group

Operating Status

Active

Company Type

For Profit

Phone Number

+1 (303) 645-4800

Contact Email

impact@impactwealth.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Income Strategies

Financial strategies designed to help clients ensure their money lasts through retirement, including annuities, investments, and IRA/401(k) rollovers.

Wealth Protection Services

Services focused on preserving client assets through life insurance, tax-efficient strategies, long-term care planning, and IRA legacy planning.

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Financials

Market Intelligence

People

View Profiles & Contacts

Headcount

1-10

Employee Profiles

Contacts

Employee Profiles

James Teegarden Founder & CEO

News

Technology

View Tech Report

Monthly Web Visits

-89.85%

in past month

IT Spend

$127.5K

This year,

Impact Wealth

is projected to spend

$127.5K

on IT, according to Aberdeen.

Interest Signals

Topic	Surge Score
Campaign Management	83
Email Campaign	76
Email Campaigns	76

Actively Used Products

Impact Wealth

uses

technology products and services including

HTML5

Google Fonts

, and

jQuery

, according to G2 Stack.

Active Website Tech Count

Impact Wealth

is actively using

technologies for its website, according to BuiltWith. These include

Viewport Meta

IPhone / Mobile Compatible

, and

Apple Mobile Web Clips Icon

Total IP

Impact Wealth

has

registered trademark in the '

Insurance; financial affairs

' class, according to IPqwery.

Lists Featuring This Company

Wealth Management Companies With Less Than $10M in Revenue (Top 10K)

9,985 Number of Organizations • $7.2B Total Funding Amount • 1,859 Number of Investors

Wealth Management Companies With Fewer Than 1000 Employees (Top 10K)

9,524 Number of Organizations • $35.6B Total Funding Amount • 3,538 Number of Investors

Wealth Management Companies With More Than $1M in Revenue (Top 10K)

9,815 Number of Organizations • $232.8B Total Funding Amount • 2,785 Number of Investors

Greater Denver Area Insurance Companies

741 Number of Organizations • $610.2M Total Funding Amount • 141 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Impact Wealth

's headquarters?

Impact Wealth

is located in

Boulder, Colorado, United States

Who are

Impact Wealth

's competitors? Alternatives and possible competitors to

may include

, and