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Intent Investment Management

Financial-Services

San Francisco, Calif...
United States
Company Tagline

IIM is broadening impact across a more diverse range of clients than ever before in the industry.

Industry Category
Financial-Services
Company Description

Intent Investment Management is dedicated to shaping the future of financial services, expanding its reach to a wider array of clients. Intent Investment Management is at the forefront, championing cutting-edge methods that establish new benchmarks for tomorrow's investment advisors.

By masterfully blending technology with individualized care, Intent Investment Management empowers self-employed individuals, businesses, and employees to optimize their financial assets. Located at 575 Market St, 4th Floor, San Francisco, California 94105, US, Intent Investment Management is committed to acting as a catalyst for their financial prosperity. Recognizing the multifaceted nature of its clients' financial journeys, Intent Investment Management addresses both financial goals and personal ambitions.

Intent Investment Management has cultivated strong alliances with leading tech-driven financial organizations, ensuring comprehensive management of clients' financial health. Intent Investment Management envisions a world where self-employed individuals, business owners, and employees enjoy unmatched financial autonomy, enabling them to realize their dreams and enrich their lives. We invite the manager of Intent Investment Management to create a customized and exclusive company showcase and product listing on our platform.

Key Personnel / Employees
Rodrigo Nevado (Managing Director at BlackHill Ventures)

Compare Companies Side by Side

Compare Intent Investment Management with 3 companies in Financial-Services

4 Companies
Comparison Field
In
Intent Investment Managem...
Main Company
Orpheus Partners
Orpheus Partners
View Profile
OctaveWealth
OctaveWealth
View Profile
M.A. Wealth
M.A. Wealth
View Profile
Founded Year
2019 2016
Company Size
2-10 2-10 2-10
City
San Francisco, California London, England San Francisco, California
Country
United States United Kingdom United States
Skills & Keywords Comparing with main company
9 Total Skills
Investment Management Financial Services Retirement Planning Asset Allocation Financial Advisory Wealth Management Financial Technology Retirement Plan Advisors Retirement Plan Design
19 Total 19 Unique
Unique Skills:
Alternative Investments ESG Investing Fund Selection & Evaluation Infrastructure Investment Opportunities Investment Education & Training Investor Relations +13
4 Total 4 Unique
Unique Skills:
Recordkeeping Retirement Plan Administration Retirement Plan Consultation Retirement Plan Services
1 Total 1 Common
Match 11%
Common Skills:
Wealth Management
4
Total Companies
2016
Oldest Founded
2
Countries
32
Unique Skills

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Alternative Company Names

This company is also known as

Intent Investment Management 意向投资管理 इरादा निवेश प्रबंधन إدارة الاستثمار المتعمد Gestion des investissements intentionnels Интент Инвестмент Менеджмент Gestão de investimentos intencional