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Icon Wealth Partners Logo
Icon Wealth Partners CB Rank
924330
Heat Score
43
Icon Wealth Partners provides investment management, financial planning, portfolio construction, reporting, and wealth management services.
Founded
obfuscation
Private Houston, Texas, United States11-50 iconwp.com/
Advice
Finance
Financial Services
Wealth Management
Overview

Icon Wealth Partners
Heat Score
43

Growth Score
pts
in past quarter
Heat Score 43
-7 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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See more interactive data and historical milestones on desktop for the best experience

About Icon Wealth Partners

CB Rank
924330
Icon Wealth Partners provides investment management, financial planning, portfolio construction, reporting, and wealth management services.
Founded
obfuscation
Private Houston, Texas, United States11-50 iconwp.com/
Advice
Finance
Financial Services
Wealth Management

Details

Operating Status Active
Company Type For Profit
Phone Number +1-713-904-5020
Contact Email info@iconwp.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management Services
Comprehensive management of clients' wealth including investment management, financial planning, and portfolio construction.
Investment and Asset Allocation
Design and implementation of investment strategies and asset allocation tailored to clients' financial goals.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 25
News
Technology
View Tech Report

Monthly Web Visits

1,185

IT Spend

$148KThis year, Icon Wealth Partners is projected to spend $148K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Advocacy Programs Logo
Advocacy Programs
95
The Wall Street Journal Logo
The Wall Street Journal
82
Politico Logo
Politico
79

Active Website Tech Count

7Icon Wealth Partners is actively using 7 technologies for its website, according to BuiltWith. These include DNSSEC, CommonCrawl Top 5m, and  Facebook Sharer.
Sub-Organizations
Frequently Asked Questions

Where is Icon Wealth Partners's headquarters? Icon Wealth Partners is located in Houston, Texas, United States.Who are Icon Wealth Partners's competitors? Alternatives and possible competitors to Icon Wealth Partners may include Goldman Sachs, Morgan Stanley, and  Wells Fargo.
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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