Intelligent Edge Advisors
www.intelligent-edge.comIntelligent Edge is a concentrated wealth advisory firm focusing on tax-efficiently monetizing privately-owned businesses, commercial real estate, and publicly-traded stock. The firm works exclusively with financial advisors to plan, structure and execute liquidity events on behalf of their clients who own these highly appreciated assets. Financial advisors can take advantage of Intelligent Edge’s laser-focused solutions platform to immediately create and play a key role in overseeing their clients’ concentrated wealth.
Read moreIntelligent Edge is a concentrated wealth advisory firm focusing on tax-efficiently monetizing privately-owned businesses, commercial real estate, and publicly-traded stock. The firm works exclusively with financial advisors to plan, structure and execute liquidity events on behalf of their clients who own these highly appreciated assets. Financial advisors can take advantage of Intelligent Edge’s laser-focused solutions platform to immediately create and play a key role in overseeing their clients’ concentrated wealth.
Read moreCountry
State
New York
City (Headquarters)
New York City
Employees
11-50
Estimated Revenue
$1,000,000 to $5,000,000
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President
Email ****** @****.comPhone (***) ****-****Managing Director
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