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Intelligent Investing Logo
Intelligent Investing Growth Score
83
CB Rank
1532059
Heat Score
55
Intelligent Investing is a financial services company that offers wealth management, tax, and retirement planning services.
Founded
obfuscation
Private Greenville, South Carolina, United States1-10 investedwithyou.com
Financial Services
Retirement
Wealth Management
Overview

Intelligent Investing
Growth Score
83
Heat Score
55

Growth Score83
-3 pts
in past quarter
Heat Score 55
-2 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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See more interactive data and historical milestones on desktop for the best experience

About Intelligent Investing

CB Rank
1532059
Intelligent Investing is a financial services company that offers wealth management, tax, and retirement planning services.
Founded
obfuscation
Private Greenville, South Carolina, United States1-10 investedwithyou.com
Financial Services
Retirement
Wealth Management

Key People

Details

Legal Name Intelligent Investing, LLC.
Operating Status Active
Company Type For Profit
Founders  Hans Blake
Phone Number +1 864 402 4267
Contact Email info@investedwithyou.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management Services
Comprehensive financial planning and investment management tailored for high-net-worth individuals and families to organize and integrate their financial lives.
Retirement Planning Services
Guidance and planning to help pre-retirees and retirees preserve assets, generate income, and make informed retirement decisions.

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

Employee Profiles

News

News and Press

News•Apr 20, 2026
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News•Mar 24, 2026
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Active Website Tech Count

3Intelligent Investing is actively using 3 technologies for its website, according to BuiltWith. These include Euro and  CommonCrawl Top 5m.
Sub-Organizations
Frequently Asked Questions

Where is Intelligent Investing's headquarters? Intelligent Investing is located in Greenville, South Carolina, United States.Who are Intelligent Investing's competitors? Alternatives and possible competitors to Intelligent Investing may include EisnerAmper, CAPTRUST, and  Creative Planning.
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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