Insights

Wealth Management Focus Indie Asset Partners serves high net worth individuals, groups, and institutions seeking wealth preservation and steady income, indicating a sales opportunity around premium advisory services and custom investment solutions.

Diversified Asset Approach The firm emphasizes diversified portfolios across equities, bonds, currencies, commodities, and alternative funds, suggesting opportunities to cross-sell complementary asset classes or bespoke strategies to institutional clients.

Risk Management Strength With a disciplined asset management philosophy aimed at reducing market volatility through diversification and macroeconomic analysis, there is potential to offer risk analytics, portfolio optimization, and advisory services to risk-conscious buyers.

Experienced Advisory Team Proprietary research and a seasoned advisory team position Indie Asset Partners to engage firms seeking trusted, proven capital management, presenting a channel for enterprise-level partnerships and wealth-management collaborations.

Growth and Visibility Revenue range and recent expansion activity, along with a mid-market footprint, indicate momentum that can be leveraged to introduce scalable services such as infrastructure compliance, reporting automation, and client onboarding enhancements to prospective clients.

Similar companies to Indie Asset Partners, LLC

Indie Asset Partners, LLC Tech Stack

Indie Asset Partners, LLC uses 8 technology products and services including Gravatar, Open Graph, WordPress, and more. Explore Indie Asset Partners, LLC's tech stack below.

  • Gravatar
    Audio, Video, Graphics
  • Open Graph
    Content Management System
  • WordPress
    Content Management System
  • Twemoji
    Font Scripts
  • jQuery Migrate
    Javascript Libraries
  • Select2
    Javascript Libraries
  • Slider Revolution
    Miscellaneous
  • Yoast SEO
    Search Engines

Indie Asset Partners, LLC's Email Address Formats

Indie Asset Partners, LLC uses at least 1 format(s):
Indie Asset Partners, LLC Email FormatsExamplePercentage
FLast@indieasset.comJDoe@indieasset.com
95%
First.Last@indieasset.comJohn.Doe@indieasset.com
5%

Frequently Asked Questions

What is Indie Asset Partners, LLC's phone number?

Minus sign iconPlus sign icon
You can contact Indie Asset Partners, 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 Indie Asset Partners, LLC's official website and social media links?

Minus sign iconPlus sign icon
Indie Asset Partners, LLC's official website is indieasset.com and has social profiles on LinkedIn.

What is Indie Asset Partners, LLC's NAICS code?

Minus sign iconPlus sign icon
Indie Asset Partners, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Indie Asset Partners, LLC have currently?

Minus sign iconPlus sign icon
As of July 2026, Indie Asset Partners, LLC has approximately 13 employees across 1 continents, including North America. Key team members include Wealth Manager: C. C.Sr. Client Administrator, Family Office: J. S.. Explore Indie Asset Partners, LLC's employee directory with LeadIQ.

What industry does Indie Asset Partners, LLC belong to?

Minus sign iconPlus sign icon
Indie Asset Partners, LLC operates in the Financial Services industry.

What technology does Indie Asset Partners, LLC use?

Minus sign iconPlus sign icon
Indie Asset Partners, LLC's tech stack includes GravatarOpen GraphWordPressTwemojijQuery MigrateSelect2Slider RevolutionYoast SEO.

What is Indie Asset Partners, LLC's email format?

Minus sign iconPlus sign icon
Indie Asset Partners, LLC's email format typically follows the pattern of FLast@indieasset.com. Find more Indie Asset Partners, LLC email formats with LeadIQ.
Indie Asset Partners, LLC logo

Indie Asset Partners, LLC

Financial ServicesIndiana, United States11-50 Employees

Indie Asset Partners, LLC provides advisory support in financial services to high net worth individuals, groups, and institutions, tailoring asset strategies to align with each client's objectives and risk tolerance. The firm emphasizes diversification and a disciplined management approach to reduce exposure to market volatility, underpinned by proprietary research and methodical portfolio balancing in response to market conditions. The team leverages extensive experience across various market cycles to inform decision-making.

Portfolios are constructed across a range of asset classes—including equities, bonds, currencies, commodities, and alternative funds—and are customized to help clients pursue their goals with an appropriate balance of risk and return. Based in Carmel, Indiana, Indie Asset Partners is a small to mid-sized practice within financial services; in 2019 the firm added a new team member, Robert J. Dalzell.

Section iconCompany Overview

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

Section iconFunding & Financials

  • $10M$25M

    Indie Asset Partners, LLC's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Indie Asset Partners, LLC's revenue is estimated to be in the range of $10M$25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.