Insights

Independent Fiduciary Approach IBEX Wealth Advisors' strong fiduciary responsibility and independence position them as a trusted partner for clients seeking personalized financial management, creating opportunities to offer tailored investment solutions and premium advisory services.

Active Asset Investing Recent strategic investments in diverse assets such as Vertiv, Iron Mountain, and Blackstone Mortgage Trust indicate the firm's openness to diversified and high-growth investment opportunities, suggesting potential interest in innovative financial products and alternative investments.

Technology-Driven Operations Utilizing advanced platforms like Amazon Web Services, Cloudflare, and analytics tools demonstrates IBEX's commitment to tech-enabled advisory services, opening avenues to introduce new fintech solutions, CRM enhancements, and data-driven investment tools.

Revenue Growth Potential With a current revenue range of 10 to 25 million dollars, IBEX is positioned for growth, presenting opportunities for partnership in expanding their portfolio, offering scalable financial products, or supporting their digital transformation initiatives.

Market Engagement Strategy Their recent asset acquisitions across sectors suggest a proactive market approach and openness to evolving financial strategies, highlighting potential for business development in customized financial planning, wealth management services, and strategic partnerships.

IBEX Wealth Advisors, LLC Tech Stack

IBEX Wealth Advisors, LLC uses 8 technology products and services including AppNexus, Amazon Web Services, Cloudflare CDN, and more. Explore IBEX Wealth Advisors, LLC's tech stack below.

  • AppNexus
    Advertising
  • Amazon Web Services
    Cloud Hosting
  • Cloudflare CDN
    Content Delivery Network
  • Cloudflare
    Content Management System
  • CFML
    Programming Languages
  • Piwik
    System Analytics & Monitoring
  • Google Analytics
    Web Analytics
  • AddThis
    Widgets

Media & News

IBEX Wealth Advisors, LLC's Email Address Formats

IBEX Wealth Advisors, LLC uses at least 1 format(s):
IBEX Wealth Advisors, LLC Email FormatsExamplePercentage
First.Last@ibexwealth.comJohn.Doe@ibexwealth.com
44%
First@ibexwealth.comJohn@ibexwealth.com
6%
First.Last@ibexwealth.comJohn.Doe@ibexwealth.com
44%
First@ibexwealth.comJohn@ibexwealth.com
6%

Frequently Asked Questions

Where is IBEX Wealth Advisors, LLC's headquarters located?

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IBEX Wealth Advisors, LLC's main headquarters is located at 135 us Highway 202-206, Suite 4. The company has employees across 2 continents, including North AmericaEurope.

What is IBEX Wealth Advisors, LLC's phone number?

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You can contact IBEX Wealth Advisors, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is IBEX Wealth Advisors, LLC's official website and social media links?

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IBEX Wealth Advisors, LLC's official website is ibexwealth.com and has social profiles on LinkedIn.

What is IBEX Wealth Advisors, LLC's NAICS code?

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IBEX Wealth Advisors, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does IBEX Wealth Advisors, LLC have currently?

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As of December 2025, IBEX Wealth Advisors, LLC has approximately 11 employees across 2 continents, including North AmericaEurope. Key team members include Co-Founder And Managing Director: P. R.Co-Founder & Chief Compliance Officer: J. V.Cofounder And Managing Director: S. R.. Explore IBEX Wealth Advisors, LLC's employee directory with LeadIQ.

What industry does IBEX Wealth Advisors, LLC belong to?

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IBEX Wealth Advisors, LLC operates in the Financial Services industry.

What technology does IBEX Wealth Advisors, LLC use?

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IBEX Wealth Advisors, LLC's tech stack includes AppNexusAmazon Web ServicesCloudflare CDNCloudflareCFMLPiwikGoogle AnalyticsAddThis.

What is IBEX Wealth Advisors, LLC's email format?

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IBEX Wealth Advisors, LLC's email format typically follows the pattern of First.Last@ibexwealth.com. Find more IBEX Wealth Advisors, LLC email formats with LeadIQ.

When was IBEX Wealth Advisors, LLC founded?

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IBEX Wealth Advisors, LLC was founded in 2014.

IBEX Wealth Advisors, LLC

Financial ServicesNew Jersey, United States11-50 Employees

We admire the Alpine Ibex because its strength, agility and resiliency have enabled it to thrive while enduring the harsh weather conditions and tough terrain of the Swiss Alps.

Like the Alpine Ibex, we at IBEX Wealth Advisors believe navigating today's complex economic and financial landscape demands tremendous insight and dexterity to adapt to changing market conditions. We draw from over 100 years of combined experience helping clients manage the daily complexity of the financial and investment climate.

We pride ourselves on being an independent firm. We do not represent, nor are we beholden to, any bank, investment firm or other corporate interest. As a fee-based SEC registered investment advisor (RIA), we have a fiduciary responsibility to make sure our clients needs come first. 

Our goal is simple: To build a trusted, long-term relationship that serves all of your financial needs now and in the years to come.

Section iconCompany Overview

Headquarters
135 us Highway 202-206, Suite 4
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    IBEX Wealth Advisors, LLC's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    IBEX Wealth Advisors, LLC's revenue is estimated to be in the range of $10M$25M

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