Intelligent Edge Advisors
Intelligent 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.
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Verified contacts
2
available on Kipplo
LinkedIn employees
11 to 50
headcount range
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Distinct roles
2
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Decision-makers and verified team members
2 contacts with verified email or phone · masked until revealed.
- WB
Will Brenizer
Analyst · Finance & Accounting
EmailPhone - JM
Jeff Markowski
Managing Director · General Business & Management
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Top roles at Intelligent Edge Advisors
2 distinct titles indexed · top 2 shown.
- 1analyst
- 1managing director
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