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I. M. Financial Logo
I. M. Financial CB Rank
1076386
Heat Score
40
I. M. Financial is a financial services company that offers retirement planning, wealth management, and business planning services.
Founded
obfuscation
Private Armonk, New York, United States1-10 www.im-financial.com
Financial Services
Retirement
Wealth Management
Overview

I. M. Financial
Heat Score
40

Growth Score
pts
in past quarter
Heat Score 40
-21 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About I. M. Financial

CB Rank
1076386
I. M. Financial is a financial services company that offers retirement planning, wealth management, and business planning services.
Founded
obfuscation
Private Armonk, New York, United States1-10 www.im-financial.com
Financial Services
Retirement
Wealth Management

Key People

Details

Legal Name I. M. Financial
Operating Status Active
Company Type For Profit
Founders  Zak Smith
Phone Number +1 914 603 8325
Contact Email clientcare@im-financial.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Holistic Wealth Management
A comprehensive approach to managing a client's financial situation, including retirement, tax, estate planning, and risk management.
Retirement Planning
Strategies to achieve financial independence, focusing on cash flow distribution to sustain lifestyle in retirement.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 2 Board Members and Advisors 1 Contacts 4

Employee Profiles

Board Members and Advisors

News
Technology
View Tech Report

Monthly Web Visits

4,117
557.67%
 in past month

IT Spend

$87.5KThis year, I. M. Financial is projected to spend $87.5K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
AliExpress Logo
AliExpress
100
Black-Box Testing Logo
Black-Box Testing
91
CAP Theorem Logo
CAP Theorem
89

Active Website Tech Count

11I. M. Financial is actively using 11 technologies for its website, according to BuiltWith. These include DNSSEC, Cloudflare JS, and  CommonCrawl Top 10m.
Sub-Organizations
Frequently Asked Questions

Where is I. M. Financial's headquarters? I. M. Financial is located in Armonk, New York, United States.Who are I. M. Financial's competitors? Alternatives and possible competitors to I. M. Financial may include MAI Capital Management, HighTower Advisors, and  Baker Tilly.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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