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Interchange Capital Partners Logo
Interchange Capital Partners CB Rank
723509
Heat Score
59
Interchange Capital Partners is an advisory firm that provides wealth planning, family advisory, tax mitigation, and banking services.
Founded
obfuscation
Private Pittsburgh, Pennsylvania, United States11-50 www.interchangecp.com
Banking
Consulting
Financial Services
Wealth Management
Overview

Interchange Capital Partners
Heat Score
59

Growth Score
pts
in past quarter
Heat Score 59
6 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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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 Interchange Capital Partners

CB Rank
723509
Interchange Capital Partners is an advisory firm that provides wealth planning, family advisory, tax mitigation, and banking services.
Founded
obfuscation
Private Pittsburgh, Pennsylvania, United States11-50 www.interchangecp.com
Banking
Consulting
Financial Services
Wealth Management

Key People

Details

Legal Name Interchange Capital Partners, LLC
Operating Status Active
Company Type For Profit
Founders  Ahmie Baum
Phone Number +1-412-307-4230
Contact Email team@interchangecp.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Business Consulting & Family Advisory
Consulting services for family-owned businesses to align business strategies with family values and goals, including succession and governance planning.
Liquidity & Succession Solutions
Customized plans to facilitate smooth and financially sound ownership transitions and liquidity events for family businesses.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1 Contacts 9

Employee Profiles

News
Technology
View Tech Report

IT Spend

$90.8KThis year, Interchange Capital Partners is projected to spend $90.8K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
AI Forex Trading Logo
AI Forex Trading
81
Background Checks Logo
Background Checks
79
Hedge Fund Management Software Logo
Hedge Fund Management Software
76

Active Website Tech Count

22Interchange Capital Partners is actively using 22 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  HSTS.
Sub-Organizations
Frequently Asked Questions

Where is Interchange Capital Partners's headquarters? Interchange Capital Partners is located in Pittsburgh, Pennsylvania, United States.Who are Interchange Capital Partners's competitors? Alternatives and possible competitors to Interchange Capital Partners may include Cresset, Mariner Wealth Advisors, and  Northern Trust.
Who We Are
What We Do
Helpful Links
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