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.
View Top Employees from Intelligent Edge Advisors| Website | http://www.intelligent-edge.com |
| Revenue | $8.4 million |
| Employees | 4 (1 on RocketReach) |
| Address | 420 Lexington Avenue Suite 400, New York, New York 10170, US |
| Phone | (212) 308-3345 |
| Technologies | |
| Industry | Financial Services, Finance, Investment Banking, Brokerage |
| SIC | SIC Code 621 Companies, SIC Code 6211 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies |
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Intelligent Edge Advisors Questions
The Intelligent Edge Advisors annual revenue was $8.4 million in 2024.
Jeff Markowski is the Managing Director of Intelligent Edge Advisors.
1 people are employed at Intelligent Edge Advisors.
Intelligent Edge Advisors is based in New York, New York.
The NAICS codes for Intelligent Edge Advisors are [52, 523].
The SIC codes for Intelligent Edge Advisors are [621, 6211, 62].
Top Intelligent Edge Advisors Employees
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