Insights

Personalized Client Service Ivory Wealth Management emphasizes tailored investment approaches and personalized client care, making it an ideal partner for clients seeking customized financial planning and advisory services.

Technology Utilization The company's use of modern technology such as Amazon Web Services, Google Maps, and JSON-LD indicates a tech-savvy approach, presenting opportunities to integrate advanced digital solutions or enhance their digital client experience.

Market Positioning With revenue between 1 million and 10 million and a small team, Ivory Wealth Management is positioned as a boutique firm, offering potential cross-sell opportunities with specialized financial products or services tailored to high-net-worth clients.

Growth and Expansion Opportunities Given their focus on personalized service and technology, there is potential for collaboration on wealth management tools, online client onboarding solutions, or financial education platforms to support scalable growth.

Competitive Edge Compared to larger counterparts like Fidelity or Morgan Stanley, Ivory's boutique model and client-centric approach can be complemented with targeted marketing or operational solutions to enhance client engagement and retention.

Ivory Wealth Management, Inc. Tech Stack

Ivory Wealth Management, Inc. uses 8 technology products and services including Amazon Web Services, Open Graph, JSON-LD, and more. Explore Ivory Wealth Management, Inc.'s tech stack below.

Amazon Web Services

Cloud Hosting

Open Graph

Content Management System

JSON-LD

Javascript Frameworks

Slick

Javascript Libraries

Google Maps

Maps

PHP

Programming Languages

Google Tag Manager

Tag Management

Bootstrap

UI Frameworks

Ivory Wealth Management, Inc. Email Formats	Example	Percentage
First@ivorywealthmgmt.com	John@ivorywealthmgmt.com	50%
First@ivorywealthmgmt.com	John@ivorywealthmgmt.com	50%

Ivory Wealth Management, Inc. Email Formats

Example

Percentage

First@ivorywealthmgmt.com

John@ivorywealthmgmt.com

50%

First@ivorywealthmgmt.com

John@ivorywealthmgmt.com

50%

Frequently Asked Questions

Where is Ivory Wealth Management, Inc.'s headquarters located?

Ivory Wealth Management, Inc.'s main headquarters is located at 124 Westbrook Road Suite 202 Essex, Connecticut 06426 United States. The company has employees across 2 continents, including North AmericaAfrica.

What is Ivory Wealth Management, Inc.'s phone number?

You can contact Ivory Wealth Management, Inc.'s main corporate office by phone at

+1-860-767-****

. 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 Ivory Wealth Management, Inc.'s official website and social media links?

Ivory Wealth Management, Inc.'s official website is ivorywealthmgmt.com and has social profiles on LinkedIn.

What is Ivory Wealth Management, Inc.'s SIC code NAICS code?

Ivory Wealth Management, Inc.'s SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Ivory Wealth Management, Inc. have currently?

As of February 2026, Ivory Wealth Management, Inc. has approximately 6 employees across 2 continents, including North AmericaAfrica. Key team members include Vice President - Financial Advisor: J. S.President, Financial Advisor: C. C.Investment Manager: R. H. C.. Explore Ivory Wealth Management, Inc.'s employee directory with LeadIQ.

What industry does Ivory Wealth Management, Inc. belong to?

Ivory Wealth Management, Inc. operates in the Financial Services industry.

What technology does Ivory Wealth Management, Inc. use?

Ivory Wealth Management, Inc.'s tech stack includes Amazon Web ServicesOpen GraphJSON-LDSlickGoogle MapsPHPGoogle Tag ManagerBootstrap.

What is Ivory Wealth Management, Inc.'s email format?

Ivory Wealth Management, Inc.'s email format typically follows the pattern of First@ivorywealthmgmt.com. Find more Ivory Wealth Management, Inc. email formats with LeadIQ.

When was Ivory Wealth Management, Inc. founded?

Ivory Wealth Management, Inc. was founded in 2014.

Ivory Wealth Management, Inc.

Q: How many employees does Ivory Wealth Management, Inc. have currently?

Ivory Wealth Management, Inc. has approximately 6 employees.

Q: What technology does Ivory Wealth Management, Inc. use?

Ivory Wealth Management, Inc.'s tech stack includes Section.io, Bootstrap, jQuery, HSTS, Open Graph.

Financial ServicesConnecticut, United States2-10 Employees

At Ivory Wealth Management we believe in a better way. We founded Ivory to be the kind of place where we’d want to be clients! We treat our clients with the care and respect we’d expect ourselves by getting to know you, and making sure we understand your goals for the future. We understand that investing is more than just a numbers game. We care about your reasons for investing and will tailor an investment approach to meet your specific needs. We empower our clients to feel confident with their investment decisions. We are happy to answer any questions you might have. Our goal is to make sure you can breathe easy, secure in the knowledge that your money is working effectively for you.
• info@ivorywealthmgmt.com • www.finra.org • www.sipc.org • Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. Ivory Wealth Management, Inc. is not affiliated with Kestra IS or Kestra AS. Investor Disclosures: https://www.kestrafinancial.com/disclosures • This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.

Insights

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