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Innovia Wealth Logo
Innovia Wealth CB Rank
686403
Heat Score
64
Innovia Wealth is a wealth management firm that offers financial strategies, retirement, and estate planning services.
Founded
obfuscation
Private Grand Rapids, Michigan, United States11-50 innoviawealth.com
Advice
Retirement
Wealth Management
Overview

Innovia Wealth
Heat Score
64

Growth Score
pts
in past quarter
Heat Score 64
17 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 Innovia Wealth

CB Rank
686403
Innovia Wealth is a wealth management firm that offers financial strategies, retirement, and estate planning services.
Founded
obfuscation
Private Grand Rapids, Michigan, United States11-50 innoviawealth.com
Advice
Retirement
Wealth Management

Details

Legal Name Innovia Wealth, LLC.
Operating Status Active
Company Type For Profit
Phone Number +1 616 719 5007
Contact Email contactus@innoviawealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Private Wealth Management
Comprehensive financial planning and investment management addressing law, accounting, taxes, retirement, and private wealth for individuals and families.
Retirement Plan Services
Advisory services for Defined Contribution and Defined Benefit retirement plans, including regulatory compliance and investment strategy.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 24
News
Technology
View Tech Report

Monthly Web Visits

38,422
130.24%
 in past month

IT Spend

$321.5KThis year, Innovia Wealth is projected to spend $321.5K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Distribution Network Analysis Logo
Distribution Network Analysis
92
Generational Difference Logo
Generational Difference
86
Business Exit Logo
Business Exit
85

Active Website Tech Count

1Innovia Wealth is actively using the technology Google Maps for its website, according to BuiltWith.

Total IP

1Innovia Wealth has 1 registered trademark in the 'Insurance; financial affairs' class, according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Innovia Wealth's headquarters? Innovia Wealth is located in Grand Rapids, Michigan, United States.Who are Innovia Wealth's competitors? Alternatives and possible competitors to Innovia Wealth may include Legacy Private Client Services, Pomfret Financial, and  Ogden Wealth.
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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