Insights

Independent fiduciary positioning Target high-net-worth individuals and business owners seeking objective, fee-only wealth management with personalized financial planning and investment strategies. emphasize independence to differentiate from broker-dealer models.

Boutique scale advantages Leverage small team agility to offer highly tailored service, while cross-selling planning, tax optimization, estate, and retirement strategies to clients with evolving wealth needs.

Tech-enabled advisory Highlight use of modern tools (Microsoft 365, iCIMS for talent, analytics platforms) to deliver efficient client onboarding, communications, and performance reporting; present as scalable for growth with compliant processes.

Active asset exposure Capitalize on reported investment activity in ETFs and large-cap stocks to position as disciplined, research-driven managers; propose institutional-grade due diligence and ongoing portfolio monitoring to clients seeking strategic allocations.

Growth opportunities With revenue in the lower mid-market range and a demonstrated client base of high-net-worth families and business owners, pursue partnerships or referrals with mid-size financial firms, family offices, and local Atlanta networks to scale client acquisition.

Inlight Wealth Tech Stack

Inlight Wealth uses 8 technology products and services including iCIMS, Microsoft 365, jQuery, and more. Explore Inlight Wealth's tech stack below.

  • iCIMS
    Applicant Tracking Systems
  • Microsoft 365
    Email
  • jQuery
    Javascript Libraries
  • Office 365
    Office Suites
  • Animate.css
    UI Frameworks
  • Piwik PRO Core
    Web Analytics
  • GoDaddy
    Web Hosting
  • Apache HTTP Server
    Web Servers

Inlight Wealth's Email Address Formats

Inlight Wealth uses at least 1 format(s):
Inlight Wealth Email FormatsExamplePercentage
First.Last@inlightwealth.comJohn.Doe@inlightwealth.com
100%

Frequently Asked Questions

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

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Inlight Wealth's official website is inlightwealth.com and has social profiles on LinkedIn.

What is Inlight Wealth's NAICS code?

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

How many employees does Inlight Wealth have currently?

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As of July 2026, Inlight Wealth has approximately 7 employees across 1 continents, including North America. Key team members include Partner: A. D.Partner: A. D.Director Of Administration: J. C.. Explore Inlight Wealth's employee directory with LeadIQ.

What industry does Inlight Wealth belong to?

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Inlight Wealth operates in the Financial Services industry.

What technology does Inlight Wealth use?

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Inlight Wealth's tech stack includes iCIMSMicrosoft 365jQueryOffice 365Animate.cssPiwik PRO CoreGoDaddyApache HTTP Server.

What is Inlight Wealth's email format?

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Inlight Wealth's email format typically follows the pattern of First.Last@inlightwealth.com. Find more Inlight Wealth email formats with LeadIQ.
Inlight Wealth logo

Inlight Wealth

Financial ServicesGeorgia, United States2-10 Employees

InLight Wealth is an independent wealth management firm based in Atlanta, Georgia. The company provides tailored financial and investment planning services for high-net-worth families, drawing on more than 17 years of experience in designing and implementing complex strategies. It operates within the financial services industry as a fee-only advisory, emphasizing an open-architecture, transparent approach and a focus on preserving and growing clients’ wealth while simplifying their financial lives. Founded by Jason Joffe, Angie Dumler, and Ben Esser, InLight Wealth positions itself as a long-term, independent alternative to traditional tied-to-firm models, serving clients through a framework that supports long-term relationships. A notable recent development includes publicized investments in individual equities and exchange-traded funds, reflecting its active asset management activity. The firm is registered with the Securities and Exchange Commission and serves clients from its Atlanta location.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    Inlight Wealth's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Inlight Wealth's revenue is estimated to be in the range of $1M$10M

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