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InvestLinc Wealth Services
AddedFeb 17, 2024
UpdatedJun 28, 2026
InvestLinc Wealth Services

InvestLinc Wealth Services

InvestLinc Wealth Services: Unique wealth solutions with comprehensive planning, integration, and management. Ethical, committed, and dedicated.

HQ
Chagrin Falls, OH, US
Founded
1992
Overview
Compare
Employees
Website

InvestLinc Wealth Services provides comprehensive wealth solutions, including wealth planning, integration, and management. The company focuses on creating tax-efficient strategies and fully integrating all aspects of a client's wealth philosophy. Their mission is to maintain high standards of professional and ethical conduct while forming long-term relationships with clients and their families.

InvestLinc has achieved recognition for its unique approach to wealth integration, ensuring seamless communication and coordination among clients' existing advisors. This method helps avoid gaps and overlaps in planning, leading to more effective wealth management. The firm's commitment to ethical practices and client dedication has made a significant impact in the wealth management industry.

InvestLinc Wealth Services - Similar Companies

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InvestLinc Wealth Services - Quick Facts

Who are InvestLinc Wealth Services' competitors?

Companies similar to InvestLinc Wealth Services include Patni Wealth Advisors, Wealthawk, Savvy Wealth and Harness Wealth.

When was InvestLinc Wealth Services founded?

InvestLinc Wealth Services was founded in 1992.

Where is InvestLinc Wealth Services' headquarters located?

InvestLinc Wealth Services' headquarters is located in Chagrin Falls, OH, US.

How many employees does InvestLinc Wealth Services have?

InvestLinc Wealth Services has 7 employees as of Feb 10, 2024.

InvestLinc Wealth Services - Classification

Ownership
  • Private
Technology
  • Analytics
Geographic Exposure
  • United States
Customer
  • Consumers
Main Product
  • Wealth Management
Tags
  • Consulting
  • Financial
  • Fintech
NAICS
  • 540000Professional, Scientific, and Technical Services
  • 541200Accounting, Tax Preparation, Bookkeeping, and Payroll Services
  • 541000Professional, Scientific, and Technical Services
SIC
  • 8720Accounting, Auditing, And Bookkeeping Services
  • 8700Engineering, Accounting, Research, Management, And Related Services
Show 1 more industry code
SIC
  • 7300Business Services