Insights

Global Expat Clientele IAM Advisors serves a niche market of American expatriates on four continents, creating opportunities to offer specialized cross-border financial products, international investment solutions, and expatriate-focused financial planning services tailored to their unique needs.

Strong Financial Performance With recent increases in core earnings per share by 27 percent and a 10 percent rise in dividends, IAM demonstrates robust financial health, making it a credible partner for premium financial technology and advisory services to support their growth and operational efficiency.

Digital Engagement Tools Utilizing advanced tech stacks including PHP, HTTP/3, and page caching solutions indicates IAM's modern digital infrastructure, presenting opportunities to provide innovative client engagement platforms, CRM integrations, or personalized digital advisory tools.

Market Expansion Potential IAM's focus on high-net-worth individuals and small businesses signals an open avenue for scalable financial solutions, wealth management platforms, or targeted marketing strategies to attract additional clients within similar market segments.

Complementary Financial Products Given their emphasis on comprehensive financial planning and portfolio management, there exists potential to offer complementary services such as asset management, insurance solutions, or sustainable investment options to deepen client relationships and expand revenue streams.

IAM Advisors Tech Stack

IAM Advisors uses 8 technology products and services including Site Kit, Open Graph, RSS, and more. Explore IAM Advisors's tech stack below.

  • Site Kit
    Analytics
  • Open Graph
    Content Management System
  • RSS
    Content Management System
  • oEmbed
    Dev Tools
  • PHP
    Programming Languages
  • HTTP/3
    Web & Portal Technology
  • Endurance Page Cache
    Web Platform Extensions
  • Apache
    Web Servers

Media & News

IAM Advisors's Email Address Formats

IAM Advisors uses at least 1 format(s):
IAM Advisors Email FormatsExamplePercentage
FirstL@iamadvisors.comJohnD@iamadvisors.com
38%
FirLast@iamadvisors.comJohDoe@iamadvisors.com
12%
FirstL@iamadvisors.comJohnD@iamadvisors.com
38%
FirLast@iamadvisors.comJohDoe@iamadvisors.com
12%

Frequently Asked Questions

Where is IAM Advisors's headquarters located?

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IAM Advisors's main headquarters is located at 750 Menlo Avenue Suite 200 Menlo Park, California 94025 United States. The company has employees across 4 continents, including North AmericaEuropeAsia.

What is IAM Advisors's stock symbol?

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IAM Advisors is a publicly traded company; the company's stock symbol is IAG.

What is IAM Advisors's official website and social media links?

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IAM Advisors's official website is iamadvisors.com and has social profiles on LinkedIn.

What is IAM Advisors's SIC code NAICS code?

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IAM Advisors's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does IAM Advisors have currently?

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As of March 2026, IAM Advisors has approximately 15 employees across 4 continents, including North AmericaEuropeAsia. Key team members include Marketing & Communications: H. L.Business Development Investment Portfolio Manager: J. P.. Explore IAM Advisors's employee directory with LeadIQ.

What industry does IAM Advisors belong to?

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IAM Advisors operates in the Financial Services industry.

What technology does IAM Advisors use?

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IAM Advisors's tech stack includes Site KitOpen GraphRSSoEmbedPHPHTTP/3Endurance Page CacheApache.

What is IAM Advisors's email format?

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IAM Advisors's email format typically follows the pattern of FirstL@iamadvisors.com. Find more IAM Advisors email formats with LeadIQ.

When was IAM Advisors founded?

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IAM Advisors was founded in 2002.

IAM Advisors

Financial ServicesCalifornia, United States11-50 Employees

Contact us at LaurieT@iamadvisors.com
Schedule a free 30 minute consultation

American expat clients on four continents trust International Asset Management (IAM), a Registered Investment Advisory firm, to help them grow their investment portfolios and attain their financial goals. We provide portfolio management, financial planning, and financial consulting services to individuals and small businesses on a discretionary or consultative basis.

Our expatriate clients benefit from a relationship with a financial services firm that is based in the United States but that specializes in expatriate financial issues and global investment strategies. We understand the expatriate lifestyle because we have been there ourselves.

Our US clients benefit from a global investment approach and a network of professionals to help with any financial planning need.

As an IAM client, you can always count on dealing directly with a financial advisor who holds the highest professional credentials in their field and who has the experience to take a proactive approach to offering guidance specifically tailored to your situation..

Section iconCompany Overview

Headquarters
750 Menlo Avenue Suite 200 Menlo Park, California 94025 United States
SIC Code
6282 - Investment Advice
Stock Symbol
IAG
NAICS Code
52 - Finance and Insurance
Founded
2002
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    IAM Advisors's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    IAM Advisors's revenue is estimated to be in the range of $10M$25M

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