Intellectus Partners, Llc
Your business fuels your wealth. Yet, the wealth management industry too often separates the business owner from their business. Why? It is not built by and for innovators. We are. For effective risk management, precise financial planning, tax strategy, and wealth building, you need a skilled advisory team adept at integrating and aligning your wealth management approach with your business interests. You need Intellectus.
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Verified contacts
12
available on Kipplo
LinkedIn employees
17
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
3
tools in use
Monthly traffic
61
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- JG
Joseph Gladney
Youth Counselor · Healthcare & Human Services
EmailPhone - JC
Jay Casey
President & Co-founder · Other
EmailPhone - JS
Jeff Saccacio
Head of Wealth Planning and Family Office Services · Other
EmailPhone - JB
Juliette Browne
Analyst · Finance & Accounting
EmailPhone - KC
Kelly Canzoneri
Wealth Management Associate · Finance & Accounting
EmailPhone - NT
Nicholas Tan
Research Analyst · Other
EmailPhone
Showing 6 of 12 verified contacts
Top roles at Intellectus Partners, Llc
9 distinct titles indexed · top 9 shown.
- 2analyst
- 1compliance officer
- 1document specialist
- 1head of wealth planning and family office services
- 1president & co-founder
- 1relationship executive
- 1research analyst
- 1wealth management associate
- 1youth counselor
Sign up to unlock all 12 contacts at Intellectus Partners, Llc
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Sign up to reveal 12 verified contacts at Intellectus Partners, Llc
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