Insights

Strong Financial Position ISTO Advisors has a solid revenue base ranging from $25 million to $50 million, indicating a stable financial position that supports ongoing growth and investment opportunities.

Community Engagement With a focus on deep community roots through volunteering, mentoring, and fundraising activities, ISTO Advisors presents opportunities for partnership in local corporate social responsibility initiatives.

Technology Adoption Utilizing modern tools like Squarespace, Microsoft 365, and Adobe Fonts demonstrates a forward-thinking approach, suggesting openness to innovative fintech solutions to enhance client engagement and operational efficiency.

Target Market Profile Operating in the financial services industry with a personalized, life-blueprint approach aligns well with affluent clients seeking customized financial planning, presenting cross-selling and premium service growth avenues.

Growth Potential Compared to larger competitors like USI Insurance Services and Gallagher, ISTO Advisors' mid-sized profile offers personalized service opportunities, allowing for tailored outreach to high-net-worth individuals and smaller corporate clients needing specialized financial advice.

ISTO Advisors Tech Stack

ISTO Advisors uses 6 technology products and services including Squarespace, Webpack, Microsoft 365, and more. Explore ISTO Advisors's tech stack below.

  • Squarespace
    Content Management System
  • Webpack
    Development
  • Microsoft 365
    Email
  • Modernizr
    Javascript Libraries
  • Adobe Fonts
    Web Fonts
  • GoDaddy
    Web Hosting

Media & News

ISTO Advisors's Email Address Formats

ISTO Advisors uses at least 1 format(s):
ISTO Advisors Email FormatsExamplePercentage
FLast@istoadvisors.comJDoe@istoadvisors.com
94%
First.Last@istoadvisors.comJohn.Doe@istoadvisors.com
6%

Frequently Asked Questions

Where is ISTO Advisors's headquarters located?

Minus sign iconPlus sign icon
ISTO Advisors's main headquarters is located at 2150 Butterfield Drive Troy, Michigan 48084 United States. The company has employees across 1 continents, including North America.

What is ISTO Advisors's official website and social media links?

Minus sign iconPlus sign icon
ISTO Advisors's official website is istoadvisors.com and has social profiles on LinkedIn.

What is ISTO Advisors's NAICS code?

Minus sign iconPlus sign icon
ISTO Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does ISTO Advisors have currently?

Minus sign iconPlus sign icon
As of March 2026, ISTO Advisors has approximately 26 employees across 1 continents, including North America. Key team members include Chief Investment Officer: J. W.Co-Founder: P. E. H.Co-Founder Of Isto Advisors, Llc, Where, Proudly, Our Team Works In: P. H.. Explore ISTO Advisors's employee directory with LeadIQ.

What industry does ISTO Advisors belong to?

Minus sign iconPlus sign icon
ISTO Advisors operates in the Financial Services industry.

What technology does ISTO Advisors use?

Minus sign iconPlus sign icon
ISTO Advisors's tech stack includes SquarespaceWebpackMicrosoft 365ModernizrAdobe FontsGoDaddy.

What is ISTO Advisors's email format?

Minus sign iconPlus sign icon
ISTO Advisors's email format typically follows the pattern of FLast@istoadvisors.com. Find more ISTO Advisors email formats with LeadIQ.

When was ISTO Advisors founded?

Minus sign iconPlus sign icon
ISTO Advisors was founded in 2016.

ISTO Advisors

Financial ServicesMichigan, United States11-50 Employees

At ISTO Advisors, being In Service To Others is our top priority. We create clarity, confidence and financial peace of mind as we guide you through our vision creation and financial planning process. Using our personal CFO model, your plan will be customized by your team to make the best use of every dollar. 

We don’t just build portfolios, we build life blueprints. We use beneficial strategies that are unique to you and your financial situation to create long term financial success. Our clients have given up their most precious asset, time, to make money. We strive to give them back some of this time to focus on the things that are most important to them.

Our professionals are not only experts in their field, but also passionate about helping others. We are proud to be making deep roots in the communities in which we live and work. We are focused on a variety of volunteering, mentoring and fundraising activities.

Section iconCompany Overview

Headquarters
2150 Butterfield Drive Troy, Michigan 48084 United States
NAICS Code
52 - Finance and Insurance
Founded
2016
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    ISTO Advisors's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    ISTO Advisors's revenue is estimated to be in the range of $25M$50M

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.