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Intersect Wealth Advisors Logo
Intersect Wealth Advisors CB Rank
1380123
Heat Score
54
Intersect Wealth Advisors specializes in financial advice, investment management, and wealth management services.
Founded
obfuscation
Private Dubuque, Iowa, United States1-10 intersectwealth.com
Advice
Asset Management
Financial Services
Wealth Management
Overview

Intersect Wealth Advisors
Heat Score
54

Growth Score
pts
in past quarter
Heat Score 54
-12 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 Intersect Wealth Advisors

CB Rank
1380123
Intersect Wealth Advisors specializes in financial advice, investment management, and wealth management services.
Founded
obfuscation
Private Dubuque, Iowa, United States1-10 intersectwealth.com
Advice
Asset Management
Financial Services
Wealth Management

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Brooks Bertsch, Eric May
Phone Number 1 563-500-9125
Contact Email info@intersectwealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

In-depth Financial Advice
Provides comprehensive planning strategies covering investments, retirement, tax planning and preparation, cash flow, risk management, and estate planning.
Evidence-Based Investment Management
Builds and preserves wealth through diversified, low-cost, and tax-efficient investment strategies based on evidence and research.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 2 Contacts 1

Employee Profiles

News
Technology
View Tech Report

IT Spend

$213.8KThis year, Intersect Wealth Advisors is projected to spend $213.8K on IT, according to Aberdeen.

Active Website Tech Count

49Intersect Wealth Advisors is actively using 49 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, SSL by Default, and  Viewport Meta.
Sub-Organizations
Frequently Asked Questions

Where is Intersect Wealth Advisors's headquarters? Intersect Wealth Advisors is located in Dubuque, Iowa, United States.Who are Intersect Wealth Advisors's competitors? Alternatives and possible competitors to Intersect Wealth Advisors may include HighTower Advisors, Charles Schwab, and  Cresset.
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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