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Impact Wealth Group Logo
Impact Wealth Group CB Rank
360164
Heat Score
69
Impact Wealth Group provides annuities, asset management, investment advisory, estate, and retirement planning services.
Founded
obfuscation
Private Fort Lauderdale, Florida, United States1-10 iwgadvisors.com
Advice
Asset Management
Finance
Financial Services
Retirement
Overview

Impact Wealth Group
Heat Score
69

Growth Score
pts
in past quarter
Heat Score 69
-21 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 >
Recent Milestones
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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See more interactive data and historical milestones on desktop for the best experience

About Impact Wealth Group

CB Rank
360164
Impact Wealth Group provides annuities, asset management, investment advisory, estate, and retirement planning services.
Founded
obfuscation
Private Fort Lauderdale, Florida, United States1-10 iwgadvisors.com
Advice
Asset Management
Finance
Financial Services
Retirement

Key People

Details

Legal Name Impact Wealth Group, LLC
Also Known As IWG
Operating Status Active
Company Type For Profit
Founders  Clyde Cleveland, Karey Hensley Rebello
Phone Number +1 9549990355
Contact Email info@IWGadvisors.com
Diversity Spotlight 
Women Founded
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Annuities
Financial products that provide a stream of payments to individuals, typically used for retirement income.
Asset Management
Services that involve managing investment portfolios on behalf of clients to meet their financial goals.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 2 Contacts 1

Employee Profiles

News
Technology
View Tech Report

IT Spend

$72.4KThis year, Impact Wealth Group is projected to spend $72.4K on IT, according to Aberdeen.

Active Website Tech Count

6Impact Wealth Group is actively using 6 technologies for its website, according to BuiltWith. These include Mobile Non Scaleable Content, OpenResty, and  GoDaddy CDN.
Sub-Organizations
Frequently Asked Questions

Where is Impact Wealth Group's headquarters? Impact Wealth Group is located in Fort Lauderdale, Florida, United States.Who are Impact Wealth Group's competitors? Alternatives and possible competitors to Impact Wealth Group may include Charles Schwab, LPL Financial, and  Edward Jones.
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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