Company Overview
- Website
- intelligent-edge.com
- Phone
- (212) 308-3345
- Employees
- 2
- Industry
- Financial Services
- NAICS Codes
-
52 - Finance and Insurance523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities
- SIC Codes
-
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services621 - Security Brokers, Dealers, and Flotation Companies6211 - Security Brokers, Dealers, and Flotation Companies
Financials & Stats
Revenue
$8B
Recent News & Media
The CEO's Dilemma: Managing a Concentrated Stock Position Without Destroying Value
- May 6, 2025
- candor.co
IC2012 Madrid Participants A-M
- Apr 29, 2025
- paleycenter.org
Thomas J. Boczar, Esq., LL.M., CFA, CPWA
- Jan 28, 2025
- interdependence.org
Elizabeth Ostrander
- Nov 8, 2024
- treville.com
Senior Managing Director, Strategic Initiatives & Wealth Structuring at Axcelus Financial
- Apr 8, 2023
- linkedin.com
Single-Stock Concentration Risk Management Seminar
- Dec 22, 2022
- cfany.org
Who is Intelligent Edge Advisors
Intelligent Edge Advisors is a concentrated wealth advisory firm based in New York, New York. The company is privately held and employs 2 people. Intelligent Edge Advisors specializes in helping financial advisors plan, structure, and execute liquidity events for their clients who own highly appreciated assets. These assets include privately-owned businesses, commercial real estate, and publicly-traded stock. The firm focuses on providing tax-efficient solutions to help clients monetize their wealth. Intelligent Edge Advisors differentiates itself through its laser-focused solutions platform, designed to empower financial advisors to take a key role in overseeing their clients' concentrated wealth. Financial advisors interested in partnering with Intelligent Edge Advisors can visit intelligent-edge.com for more information.
Intelligent Edge Advisors Industry Tags
Intelligent Edge Advisors Tech Stack
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Company Name | Revenue | Number of Employees | Location | Founded in |
---|---|---|---|---|
8M | 10 | Tempe, AZ | 2010 | |
8M | 11 | Atlanta, GA | 2009 |