Insights

AI Investment Edge iFlip Invest positions SmartFolios as AI-driven automated investment products designed to protect wealth during downturns and optimize re-entry timing, indicating a sales opportunity to partner with fintech platforms seeking accessible professional-grade tools for retail clients.

SMB to Mid Market With 11-50 employees and revenue in the small to mid-market range, iFlip Invest represents a candidate for white-labeling, advisory integrations, or fintech partnerships targeting growing advisory practices and regional wealth managers.

Tech Stack Synergy The company already leverages cloud and collaboration tools (Google Cloud, Microsoft Azure, Google Workspace, Office 365) and customer support/commerce tech (Zendesk, Intercom, Shopify, WooCommerce), suggesting opportunities for integrated fintech solutions, data analytics add-ons, or enhanced customer onboarding experiences.

Public Engagement Recent attendance at a consumer-oriented festival event signals an openness to brand-building initiatives and consumer education partnerships that could expand reach, especially for retail investing campaigns and awareness drives.

Growth Signals Revenue is modest but indicative of scalable growth potential; potential sales angles include strategic investments in platform integrations, risk-management tooling, and automated portfolio optimization features to broaden product adoption among smaller financial services firms.

Similar companies to iFlip Invest

iFlip Invest Tech Stack

iFlip Invest uses 8 technology products and services including Zendesk, Shopify, WooCommerce, and more. Explore iFlip Invest's tech stack below.

iFlip Invest's Email Address Formats

iFlip Invest uses at least 2 email formats:
iFlip Invest Email FormatsExamplePercentage
First@flipwallstreet.comJohn@flipwallstreet.com
100%
First@iflipinvest.comJohn@iflipinvest.com
100%

Frequently Asked Questions

What is iFlip Invest's phone number?

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You can contact iFlip Invest'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 iFlip Invest's official website and social media links?

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iFlip Invest's official website is iflipinvest.com and has social profiles on LinkedIn.

How much revenue does iFlip Invest generate?

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As of August 2026, iFlip Invest's annual revenue is estimated to be $10M - $25M.

What is iFlip Invest's NAICS code?

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iFlip Invest's NAICS code is 52 - Finance and Insurance.

How many employees does iFlip Invest have currently?

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As of August 2026, iFlip Invest has approximately 23 employees across 2 continents, including North America and Asia. Key team members include Director Of Marketing & Demand Generation: A. Y. and Consulting Board Member: D. B. Explore iFlip Invest's employee directory with LeadIQ.

What industry does iFlip Invest belong to?

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iFlip Invest operates in the Financial Services industry.

What technology does iFlip Invest use?

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iFlip Invest's tech stack includes Zendesk, Shopify, WooCommerce, Google Workspace, Microsoft 365, Google Cloud, Intercom and Microsoft Azure.

What is iFlip Invest's email format?

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iFlip Invest's email format typically follows the pattern of First@flipwallstreet.com. Find more iFlip Invest email formats with LeadIQ.

How much funding has iFlip Invest raised to date?

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As of August 2026, iFlip Invest has raised $323K in funding. The last funding round occurred on Dec 27, 2023.

When was iFlip Invest founded?

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iFlip Invest was founded in 2017.
iFlip Invest logo

iFlip Invest

Financial ServicesArizona, United States11-50 Employees

iFlip Invest offers automated investment products called SmartFolios that use artificial intelligence to shield wealth from significant market downturns and to time market re-entry for improved portfolio performance. The aim is to provide individual investors with access to tools and data typically available to Wall Street professionals.

Based in Scottsdale, Arizona, the company operates within the financial services sector with a focus on AI-driven automated investing. Its target customers are individual investors seeking sophisticated, automated approaches to risk management and portfolio outcomes. The organization is a relatively small firm, and in May 2025 it participated in the Peach Festival.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2017
Employees
11-50

Section iconFunding & Financials

  • $323K

    iFlip Invest has raised a total of $323K of funding over 1 rounds. Their latest funding round was raised on Dec 27, 2023 as an Equity Crowdfunding.

  • $10M - $25M

    iFlip Invest's revenue is estimated to be in the range of $10M - $25M

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