What is Intelligent Edge Advisors's NAICS code?

Intelligent Edge Advisors's NAICS code is 52 (Finance and Insurance).

Insights

Niche Liquidity Focus Intelligent Edge targets liquidity events for privately owned assets, commercial real estate, and publicly traded stock, presenting a clear cross-sell opportunity to financial advisors who manage concentrated wealth.

Advisor Collaboration The firm works exclusively with financial advisors to plan and execute liquidity events, indicating potential partnerships with wealth managers seeking specialized solutions to monetize concentrated holdings.

Tech-Enabled Platform Utilizes a focused solutions platform and common business tools (DreamWeaver, Microsoft 365, Google Analytics, Apache) to streamline liquidity planning, suggesting scalable, tech-driven engagement models for BD outreach.

Small but Revenue-Optimized With 2-10 employees and revenue in the $1M-$10M range, Intelligent Edge may be seeking strategic alliances for growth, providing low-friction collaboration opportunities for expanding service reach.

Strategic Growth Fits Secondary opportunities exist in expanding beyond private assets to tax-efficient monetization of publicly traded securities and real estate, aligning with broader wealth management trends and increased demand for structured liquidity solutions.

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Intelligent Edge Advisors Tech Stack

Intelligent Edge Advisors uses 4 technology products and services including DreamWeaver, Microsoft 365, Google Analytics, and more. Explore Intelligent Edge Advisors's tech stack below.

DreamWeaver
Editors
Microsoft 365
Email
Google Analytics
Web Analytics
Apache
Web Servers

Intelligent Edge Advisors's Email Address Formats

Intelligent Edge Advisors uses at least 1 email format:

Intelligent Edge Advisors Email Formats	Example	Percentage
FLast@intelligent-edge.com	JDoe@intelligent-edge.com	100%

Frequently Asked Questions

What is Intelligent Edge Advisors's phone number?

You can contact Intelligent Edge Advisors's main corporate office by phone at

+1-212-308-****

. 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 Intelligent Edge Advisors's official website and social media links?

Intelligent Edge Advisors's official website is intelligent-edge.com and has social profiles on LinkedIn.

How much revenue does Intelligent Edge Advisors generate?

As of August 2026, Intelligent Edge Advisors's annual revenue is estimated to be $1M - $10M.

What is Intelligent Edge Advisors's SIC code and NAICS code?

Intelligent Edge Advisors's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Intelligent Edge Advisors have currently?

As of August 2026, Intelligent Edge Advisors has approximately 2 employees across 1 continents, including North America. Key team members include Ceo: T. B., Managing Director Senior Relationship Manager: A. P. and Associate: A. C. Explore Intelligent Edge Advisors's employee directory with LeadIQ.

What industry does Intelligent Edge Advisors belong to?

Intelligent Edge Advisors operates in the Financial Services industry.

What technology does Intelligent Edge Advisors use?

Intelligent Edge Advisors's tech stack includes DreamWeaver, Microsoft 365, Google Analytics and Apache.

What is Intelligent Edge Advisors's email format?

Intelligent Edge Advisors's email format typically follows the pattern of FLast@intelligent-edge.com. Find more Intelligent Edge Advisors email formats with LeadIQ.

Intelligent Edge Advisors

Q: How many employees does Intelligent Edge Advisors have currently?

Intelligent Edge Advisors has approximately 2 employees.

Q: What technology does Intelligent Edge Advisors use?

Intelligent Edge Advisors's tech stack includes Google Analytics, Apache, Microsoft 365, DreamWeaver.

Financial ServicesNew York, United States2-10 Employees

Intelligent Edge Advisors is a specialized wealth advisory firm that concentrates on helping clients monetize highly appreciated, privately owned businesses, commercial real estate, and publicly traded stock in a tax-efficient manner. The firm works exclusively with financial advisors to plan, structure, and execute liquidity events, enabling advisors to oversee their clients’ concentrated wealth through a focused solutions platform.
Based in New York, the company operates within the financial services industry and serves a niche market of clients seeking liquidity strategies for concentrated assets. With a small professional team, Intelligent Edge positions itself as a collaborative partner for financial advisors, offering a structured approach to managing complex wealth associated with highly valued assets.