Insights

High Net Worth Focus Impact Wealth specializes in serving affluent families and entrepreneurs who seek sophisticated wealth management solutions beyond traditional financial planning, presenting opportunities to offer tailored high-net-worth investment and estate services.

Comprehensive Strategy The company emphasizes integrated strategies combining institutional-level investments with advanced tax and estate planning, indicating a potential need for premium financial tools and collaborative advisory services.

Growth Potential With annual revenues estimated between 10 million and 25 million and a modest team size, Impact Wealth has room for expansion, especially in areas like digital platforms, client acquisition, and scalable financial solutions tailored to high-value clients.

Tech-Enabled Services Utilizing modern technology such as Fastly, Google APIs, and Astra, the firm leverages digital infrastructure to enhance client experience, suggesting opportunities to propose new fintech integrations or cybersecurity solutions.

Market Differentiation Focused on intentional wealth structuring and community impact, Impact Wealth positions itself uniquely in the market, making it an ideal prospect for targeted marketing of socially responsible investing, impact advisory, and personalized wealth strategies.

Similar companies to Impact Wealth

Impact Wealth Tech Stack

Impact Wealth uses 8 technology products and services including HubSpot Analytics, Google Call Conversion Tracking, Amazon Web Services, and more. Explore Impact Wealth's tech stack below.

  • HubSpot Analytics
    Analytics
  • Google Call Conversion Tracking
    Analytics
  • Amazon Web Services
    Cloud Hosting
  • MySQL
    Database
  • Sentry
    Issue Trackers
  • Priority Hints
    Performance
  • X-Content-Type-Options
    Web & Portal Technology
  • Autoptimize
    Web Platform Extensions

Media & News

Impact Wealth's Email Address Formats

Impact Wealth uses at least 1 format(s):
Impact Wealth Email FormatsExamplePercentage
First@impactwealth.comJohn@impactwealth.com
85%
FLast@impactwealth.comJDoe@impactwealth.com
7%
Middle@impactwealth.comMichael@impactwealth.com
8%

Frequently Asked Questions

Where is Impact Wealth's headquarters located?

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Impact Wealth's main headquarters is located at 4770 Baseline Road Boulder, Colorado 80303 United States. The company has employees across 1 continents, including North America.

What is Impact Wealth's official website and social media links?

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Impact Wealth's official website is impactwealth.com and has social profiles on LinkedIn.

What is Impact Wealth's NAICS code?

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Impact Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does Impact Wealth have currently?

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As of June 2026, Impact Wealth has approximately 12 employees across 1 continents, including North America. Key team members include Co-Founder / Financial Planner: S. A.Director Of Client Relations: C. T.Director Of Client Engagement: J. W.. Explore Impact Wealth's employee directory with LeadIQ.

What industry does Impact Wealth belong to?

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Impact Wealth operates in the Financial Services industry.

What technology does Impact Wealth use?

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Impact Wealth's tech stack includes HubSpot AnalyticsGoogle Call Conversion TrackingAmazon Web ServicesMySQLSentryPriority HintsX-Content-Type-OptionsAutoptimize.

What is Impact Wealth's email format?

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Impact Wealth's email format typically follows the pattern of First@impactwealth.com. Find more Impact Wealth email formats with LeadIQ.

When was Impact Wealth founded?

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Impact Wealth was founded in 2012.

Impact Wealth

Financial ServicesColorado, United States11-50 Employees

Strategies to Grow Wealth & Income, Lower Taxes and Reduce Risk.

Make a lasting impact on your family and community. Most affluent families don’t need more financial products — they need better coordination, smarter capital allocation, and a strategy designed to survive beyond a lifetime. 

At Impact Wealth, we work with entrepreneurs and successful families who want more than traditional financial planning. We combine institutional-level investment management with advanced tax and estate strategies to help clients manage significant wealth with clarity, discipline, and long-term purpose. 

Because true wealth isn’t just built — it’s structured intentionally.  Learn more at www.ImpactWealth.com


Securities offered through Madison Avenue Securities, LLC. (MAS), member FINRA & SIPC. Investment Advisory Services offered through Csenge Advisory Group, Inc, a Registered Investment Advisor. Csenge Advisory Group, Inc. and Impact Wealth are not affiliated with MAS.

An endowment is a donation of money or property managed by a non-profit organization. It is not intended for individual investors. Any reference to an endowment strategy or model is an endowment.

Section iconCompany Overview

Headquarters
4770 Baseline Road Boulder, Colorado 80303 United States
NAICS Code
52 - Finance and Insurance
Founded
2012
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Impact Wealth's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Impact Wealth's revenue is estimated to be in the range of $10M$25M

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