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Intentional Finance Logo
Intentional Finance CB Rank
361591
Heat Score
55
Intentional Finance provides consulting, advice, investment management, retirement income strategy, and financial services.
Founded
obfuscation
Private Albuquerque, New Mexico, United States1-10 www.intentionalfinancellc.com
Advice
Consulting
Financial Services
Overview

Intentional Finance
Heat Score
55

Growth Score
pts
in past quarter
Heat Score 55
-9 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 Intentional Finance

CB Rank
361591
Intentional Finance provides consulting, advice, investment management, retirement income strategy, and financial services.
Founded
obfuscation
Private Albuquerque, New Mexico, United States1-10 www.intentionalfinancellc.com
Advice
Consulting
Financial Services

Key People

Details

Legal Name Intentional Finance, LLC
Operating Status Active
Company Type For Profit
Founders  Ann J. Shubert, Susan M. Kroger
Phone Number 1 (505) 563-4500
Contact Email connect@intentionalfinancellc.com
Diversity Spotlight 
Women Founded
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Comprehensive Financial Planning
A holistic process to assess, project, and recommend financial strategies tailored to individual goals and life situations.
Investment Management
Management of investment portfolios using tailored strategies based on risk tolerance, goals, and market principles.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 2 Board Members and Advisors 2 Contacts 2

Employee Profiles

Board Members and Advisors

News
Technology
View Tech Report

Monthly Web Visits

291
123.85%
 in past month

IT Spend

$70KThis year, Intentional Finance is projected to spend $70K on IT, according to Aberdeen.

Active Website Tech Count

12Intentional Finance is actively using 12 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  Apple Mobile Web Clips Icon.
Sub-Organizations
Frequently Asked Questions

Where is Intentional Finance's headquarters? Intentional Finance is located in Albuquerque, New Mexico, United States.Who are Intentional Finance's competitors? Alternatives and possible competitors to Intentional Finance may include Creative Planning, Modera Wealth Management, and  Facet.
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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