Summary
Inlight Wealth
Founded in 2012
Description
InLight Wealth is an independent wealth management firm based in Atlanta, Georgia. The co-founders have over 17 years of experience in delivering customized solutions to high net worth families. They provide expertise in the design and implementation o...
Strengths
- Revenue generated per employee is greater than industry average
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
- Revenue growth is more steady than the industry average
Weaknesses
- Inlight Wealth has a very small market share in their industry
Annual Revenue
Inlight Wealth's annual revenue
$1701000
Based on Kona Equity data
-
Revenue per employee
$283500
-
Variance of revenue growth
0.15
-
Annual revenue growth since founding
$141750
-
Revenue growth rate from first known quarter to current
-52.0%
Employee Count
6 employees
-
Employee growth rate from first known quarter to current
-55.6%
Executives
Jason Joffe
Managing Partner, Chief Investment Officer
j**@inlightwealth.comAngie Dumler
Client Service & Financial Planning Partner
a**@inlightwealth.comBrian Harper
Partner, Portfolio Manager
b**@inlightwealth.comJamie Campbell
Head of Administration
j**@inlightwealth.comTaylor Hammond
Wealth Planning Associate
t**@inlightwealth.comG Score - 4
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G2 Income per employee more than industry average.
- G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
- G4 Employee growth rate from the first known quarter to current is higher than the industry average.
- G5 Variance of revenue growth is less than the industry average
Location
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Key Information
- Name: Inlight Wealth
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 52
See similar companies
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By City Atlanta Small Financial Planner in Atlanta Mid-size Financial Planner in Atlanta
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By State GA Small companies in GA Small Financial Planner in GA Mid-size Financial Planner in GA
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By Industry Financial Planner Small Financial Planner Mid-size Financial Planner
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Firmographic data G Score of 4 Founded in 2012 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
Inlight Wealth's headquarters are located at 1175 Peachtree St. NE Ste. 360 Atlanta, GA 30361.
Inlight Wealth's official website is inlightwealth.com
Inlight Wealth's annual revenue is $1.7 M.
Inlight Wealth's SIC: 62
Inlight Wealth's NAICS: 523; 52.
Inlight Wealth has 6 employees
