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Independence Square Advisors Logo
Independence Square Advisors CB Rank
1921339
Heat Score
28
Independence Square Advisors is a consulting firm that provides wealth management, retirement planning, and investment advisory services.
Private King Of Prussia, Pennsylvania, United States11-50 indsquare.com
Advice
Consulting
Insurance
Wealth Management
Overview

Independence Square Advisors
Heat Score
28

Growth Score
pts
in past quarter
Heat Score 28
-9 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
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About Independence Square Advisors

CB Rank
1921339
Independence Square Advisors is a consulting firm that provides wealth management, retirement planning, and investment advisory services.
Private King Of Prussia, Pennsylvania, United States11-50 indsquare.com
Advice
Consulting
Insurance
Wealth Management

Key People

Details

Legal Name Independence Square Holdings, LLC
Operating Status Active
Company Type For Profit
Founders  Joseph B. Elliott
Phone Number +1-610-520-1500
Contact Email investments@indsquare.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management
A service that assists clients in managing their financial assets to meet long-term financial goals such as retirement or business growth.
Retirement Plan Consulting
Consulting services for company retirement plans including 401(k), 403(b), and Defined Benefit Plans, acting as investment co-fiduciaries.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1 Contacts 29

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

72
-80.11%
 in past month

IT Spend

$37.9KThis year, Independence Square Advisors is projected to spend $37.9K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Apple iPad Logo
Apple iPad
83
Twitter (TWTR) Logo
Twitter (TWTR)
81
On-site Child Care Logo
On-site Child Care
80

Active Website Tech Count

5Independence Square Advisors is actively using 5 technologies for its website, according to BuiltWith. These include CommonCrawl Top 50m, Euro, and  Pound Sterling.
Sub-Organizations
Frequently Asked Questions

Where is Independence Square Advisors's headquarters? Independence Square Advisors is located in King Of Prussia, Pennsylvania, United States.Who are Independence Square Advisors's competitors? Alternatives and possible competitors to Independence Square Advisors may include 8VC, Dynasty Financial Partners, and  Foster Group.
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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