Insights

Niche Market Focus Impact Wealth specializes in personalized wealth management solutions with an emphasis on sustainable growth, income generation, and risk reduction, appealing to high-net-worth individuals and families seeking tailored financial planning.

Institutional Strategies Their unique Family Endowment Model brings institutional-grade asset classes to clients, creating opportunities to introduce private market access, alternative investments, and sophisticated portfolio solutions.

Growth Potential With annual revenues estimated between 10 to 25 million dollars and a small team, Impact Wealth is positioned for targeted growth, presenting opportunities for partnership in expanding client services or product offerings.

Advanced Digital Infrastructure Utilizing a modern tech stack including Fastly, Google Fonts API, and jQuery, Impact Wealth demonstrates a commitment to digital engagement, which can be leveraged to enhance client experience and online service offerings.

Market Differentiation Their commitment to transparent fees and rethinking traditional wealth management creates a competitive edge, opening opportunities for educational initiatives and solutions that further emphasize tailored, client-centric financial strategies.

Similar companies to Impact Wealth

Impact Wealth Tech Stack

Impact Wealth uses 8 technology products and services including Fastly, Google Hosted Libraries, Open Graph, and more. Explore Impact Wealth's tech stack below.

  • Fastly
    Content Delivery Network
  • Google Hosted Libraries
    Content Delivery Network
  • Open Graph
    Content Management System
  • Google Fonts API
    Font Scripts
  • jQuery
    Javascript Libraries
  • Flywheel
    Platform As A Service
  • X-Content-Type-Options
    Web & Portal Technology
  • Astra
    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
44%
FLast@impactwealth.comJDoe@impactwealth.com
6%
Middle@impactwealth.comMichael@impactwealth.com
6%
First@impactwealth.comJohn@impactwealth.com
44%

Frequently Asked Questions

Where is Impact Wealth's headquarters located?

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Impact Wealth's main headquarters is located at 4770 Baseline Rd, Boulder, Colorado 80303, US. 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 SIC code NAICS code?

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Impact Wealth's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Impact Wealth have currently?

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As of October 2025, Impact Wealth has approximately 13 employees across 1 continents, including North America. Key team members include Chief Impact Officer: G. A. H.Founder & Ceo: J. T.Co-Founder / Financial Planner: S. A.. 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 FastlyGoogle Hosted LibrariesOpen GraphGoogle Fonts APIjQueryFlywheelX-Content-Type-OptionsAstra.

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

Impact Wealth

Financial ServicesUnited States11-50 Employees

Strategies to Grow Wealth & Income, Lower Taxes and Reduce Risk.
Make a lasting impact on your family and community.

Wealth goes far beyond net worth. True wealth is rooted in the abundance of family and friends, the realization of dreams and aspirations, and the creation of a life and legacy that is personally meaningful and significant. Learn more at www.ImpactWealth.com

Impact Wealth provides comprehensive wealth management services that simplify your life so that you can focus on the things that matter most. Acting as partners and trusted advisors, we build relationships with our clients and get to know you on a personal level. We offer thoughtful, intelligent counsel and work to develop wealth management solutions tailored to your specific needs and goals.

Our Family Endowment Model takes a look at what the most successful endowments have been doing for decades and brings once exclusively institutional asset classes to our clients. This solution seeks to grow investments in bull markets, protect in down markets and generate income in all markets. The goal is to produce a less volatile and more balanced experience for you.

We are rethinking wealth management. The industry of today is marked by a complex array of investment choices, an opaque and often inefficient approach to fees, a lack of options for accessing the opportunities available in private markets, and a preference for scale in delivering advice. Impact Wealth grew out of our Co-Founders’ belief that individuals and families deserve better.

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 Rd, Boulder, Colorado 80303, US
SIC Code
6282 - Investment Advice
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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