Insights

Market Positioning With a revenue range of 100 million to 250 million and a team size of 51 to 200 employees, Investment Professionals, Inc. is positioned as a mid-sized player in the financial services industry, presenting opportunities to upsell scalable technology solutions and premium financial products.

Client Focus Specializing in building profitable on-site investment programs for community financial institutions nationwide, IPI offers a direct channel to target regional banks and credit unions seeking tailored investment management and advisory services.

Technology Stack Utilizing tools like WordPress, Google Analytics, and PHP, IPI demonstrates an openness to adopting digital engagement and analytics solutions, indicating potential for further partnerships in digital transformation and data-driven financial services.

Growth Opportunities Being a full-service broker-dealer and insurance brokerage, IPI presents cross-selling potential for technology and services that enhance their asset management, insurance, and client engagement capabilities.

Competitive Landscape Operating alongside large firms like LPL Financial and Edward Jones, IPI may benefit from solutions that differentiate them through innovative client experience platforms or operational efficiencies tailored for mid-tier financial service providers.

Similar companies to Investment Professionals, Inc.

Investment Professionals, Inc. Tech Stack

Investment Professionals, Inc. uses 8 technology products and services including WP Rocket, CIM Technologies, WordPress, and more. Explore Investment Professionals, Inc.'s tech stack below.

WP Rocket
Caching
CIM Technologies
Cad & Graphics
WordPress
Content Management System
Twemoji
Font Scripts
Google Fonts API
Font Scripts
jQuery
Javascript Libraries
PHP
Programming Languages
Google Analytics
Web Analytics

Media & News

Investment Professionals, Inc.'s Email Address Formats

Investment Professionals, Inc. uses at least 1 format(s):

Investment Professionals, Inc. Email Formats	Example	Percentage
First.Last@invpro.com	John.Doe@invpro.com	81%
FLast@invpro.com	JDoe@invpro.com	9%
Last@invpro.com	Doe@invpro.com	6%
FirstLast@invpro.com	JohnDoe@invpro.com	4%

Frequently Asked Questions

Where is Investment Professionals, Inc.'s headquarters located?

Investment Professionals, Inc.'s main headquarters is located at 16414 San Pedro Avenue Suite 300 San Antonio, Texas 78232 United States. The company has employees across 5 continents, including North AmericaAfricaAsia.

What is Investment Professionals, Inc.'s phone number?

You can contact Investment Professionals, Inc.'s main corporate office by phone at

+1-210-308-****

. 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 Investment Professionals, Inc.'s official website and social media links?

Investment Professionals, Inc.'s official website is invpro.com and has social profiles on LinkedIn.

How much revenue does Investment Professionals, Inc. generate?

As of February 2026, Investment Professionals, Inc.'s annual revenue is estimated to be $30M.

What is Investment Professionals, Inc.'s SIC code NAICS code?

Investment Professionals, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Investment Professionals, Inc. have currently?

As of February 2026, Investment Professionals, Inc. has approximately 126 employees across 5 continents, including North AmericaAfricaAsia. Key team members include Vice President Regional Director: S. M.Vice President And Director, People Services: B. S.Vice President Of Business Development: K. P.. Explore Investment Professionals, Inc.'s employee directory with LeadIQ.

What industry does Investment Professionals, Inc. belong to?

Investment Professionals, Inc. operates in the Financial Services industry.

What technology does Investment Professionals, Inc. use?

Investment Professionals, Inc.'s tech stack includes WP RocketCIM TechnologiesWordPressTwemojiGoogle Fonts APIjQueryPHPGoogle Analytics.

What is Investment Professionals, Inc.'s email format?

Investment Professionals, Inc.'s email format typically follows the pattern of First.Last@invpro.com. Find more Investment Professionals, Inc. email formats with LeadIQ.

When was Investment Professionals, Inc. founded?

Investment Professionals, Inc. was founded in 1992.

Investment Professionals, Inc.

Q: What technology does Investment Professionals, Inc. use?

Investment Professionals, Inc.'s tech stack includes WordPress, jQuery UI, PHP, jQuery, Google Analytics.

Financial ServicesTexas, United States51-200 Employees

Investment Professionals, Inc. (IPI) is a full-service broker/dealer, insurance brokerage, and asset management firm based out of San Antonio, Texas. IPI offers a wide range of financial products and services and specializes in helping investors reach their financial goals, building profitable on-site investment programs for community financial institutions nationwide and helping advisors master their craft to deliver value and results to their clients. 

Follow us on Twitter @IPI_TX, and visit www.invpro.com to learn more. Or, to join our family, visit our LinkedIn Careers page and/or www.invpro.com/home/careers.

Company Overview

Headquarters: 16414 San Pedro Avenue Suite 300 San Antonio, Texas 78232 United States
Phone number: +1-210-308-****
Website: invpro.com
SIC Code: 6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code: 52 - Finance and Insurance
Founded: 1992
Employees: 51-200