Impel Wealth Management Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Impel Wealth Management

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Impel Wealth Management Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	2006 4th Street Cuyahoga Falls, OH 44221

Note: Revenues for privately held companies are statistical evaluations.


Impel Wealth Management's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Impel Wealth Management's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Impel Wealth Management is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Impel Wealth Management Annual Revenue and Growth Rate

Impel Wealth Management	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$1 - $10 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Impel Wealth Management's revenues are gauged from an analysis of company filings.

Impel Wealth Management's Income Statement (based on Industry Averages)

Impel Wealth Management P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
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EBITDA
EBIT (Earnings Before Interest and Taxes)
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Trademark Applications

Trademark applications show the products and services that Impel Wealth Management is developing and marketing. Impel Wealth Management doesn't have any recent trademark applications, indicating Impel Wealth Management is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
SAIL SOUND ADVICE... INSPIRED LIFE Estate planning; Financial advisory and consultancy services; Financial planning for retirement; Investment advisory services	08/26/2022
IMPEL WEALTH MANAGEMENT Estate planning; Financial advisory and consultancy services; Financial planning for retirement; Investment advisory services	11/20/2017

See all trademarks and details in the Full Report.

Market Share of Impel Wealth Management's Largest Competitors

A competitive analysis shows these companies are in the same general field as Impel Wealth Management, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Impel Wealth Management. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
KAULIG CAPITAL	Hudson, OH	100
YOUNG & ASSOCIATES	Kent, OH	20
QDRO CONSULTANTS	Medina, OH	17
BROADLEAF PARTNERS	Hudson, OH	8
LB VENTURE CAPITAL	Munroe Falls, OH	6
DEMMING FINANCIAL SERVICES	Aurora, OH	5

Future Competition: Impel Wealth Management's Fastest Growing Competitors

These companies are in the same general field as Impel Wealth Management and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)