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Insight Wealth Group

Full company profile

uuid000ir4b

Namestring
Insight Wealth Group
Legal namestring
Insight Wealth Group
Websiteurl
insightwealthgroup.com
Company typeenum
Private
Founded yearint
2012
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersWest Des Moines, United States
HQ citystring
West Des Moines
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices3 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
wealth management services, financial planning services, portfolio management services, investment advisory services, tax accounting services
Industry2 codes
1Financial Planning–Led RIAs
CodeFSAAACABPrimaryYes
2Tax-Focused Wealth Management RIAs
CodeFSAAACADPrimaryNo
NAICS code1 code
  • Portfolio Management and Investment Advice523940
SIC code1 code
  • Investment Advice6282
Product category
Wealth Management
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model3 records
1Wealth Management Advisory Services
TypeSubscription Recurring
Description

Investment advisory services offered through Arete Wealth Advisors, LLC, an SEC registered investment advisory firm. Revenue is generated through advisory fees, likely based on assets under management (AUM).

insightwealthgroup.com
2Securities Services
TypeTransaction Fee
Description

Securities offered through Arete Wealth Management, LLC; Member SIPC and FINRA. Generates revenue through securities transactions and related services.

insightwealthgroup.com
3Tax and Accounting Services
TypeProfessional Services
Description

Tax and accounting services offered through Insight CPA, a fully integrated tax and accounting firm.

insightwealthgroup.com
Marketing channels4 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

Insight Wealth Group delivers personalized financial planning, customizable portfolio management, and non-standard (alternative) asset management for high net-worth investors in Central Iowa. Investment advisory services are offered through Arete Wealth Advisors, LLC (SEC-registered investment adviser) and securities through Arete Wealth Management, LLC (member SIPC/FINRA). Its wholly owned subsidiary, Insight CPA, provides integrated tax and accounting services that align tax strategy with investment and financial planning decisions.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Insight Wealth Group offers a unified wealth management platform serving high net-worth investors in Central Iowa. The core offering consists of Financial Planning and Portfolio Management services, supplemented by integrated add-on modules including Insight CPA for tax and accounting services and Non-Standard Asset Management for alternative investments. The firm also provides The Weekly Insight, a weekly podcast and newsletter delivering market commentary. The integrated approach orchestrates clients' multi-dimensional financial worlds through personalized planning, customizable investment solutions, and coordinated tax strategy.

Product and service1 record
1Financial Planning
Scale indicator2 records

Each record includes

Type, Value, Description, Source

Partnership1 partner
1Insight CPA
Strategic tierCoreTypeStrategic or Co-development Partner
Description

Fully integrated tax and accounting firm thatmarries financial plans and investment strategies with appropriate tax strategies. A subsidiary of Insight Wealth Group providing integrated services.

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Peers10 records
1Mercer Advisors
TypeDirect peer
Description

National RIA with integrated tax preparation, estate planning, and investment management for HNW clients; comparable integrated service stack and HNW focus.

2Carson Group
TypeDirect peer
Description

Omaha-based RIA wealth management platform with an integrated financial planning model and large advisor network; directly comparable Midwestern RIA serving HNW clients with bundled financial services.

3Focus Financial Partners
TypeBroad incumbent
Description

Partnership network of independent RIAs serving HNW clients with integrated wealth management; comparable in advisor-led RIA model and a likely acquirer/roll-up counterparty for a firm like Insight Wealth Group.

4Edelman Financial Engines
TypeBroad incumbent
Description

One of the largest independent RIAs in the U.S., offering wealth management, planning, and tax services to HNW and mass-affluent clients; broader incumbent with overlapping capabilities to Insight Wealth Group's planning-led model.

5Creative Planning
TypeDirect peer
Description

Overland Park, Kansas-based RIA providing wealth management with integrated tax, estate, and financial planning services to HNW individuals; highly comparable operating model and Midwestern footprint.

6Cetera Financial Group
TypeBroad incumbent
Description

Large broker-dealer and RIA support platform serving independent financial advisors with wealth management offerings; comparable as the type of larger infrastructure partner that consolidates firms like Insight Wealth Group.

7Commonwealth Financial Network
TypeDirect peer
Description

Independent broker-dealer/RIA supporting advisor-led wealth management practices serving HNW clients; comparable in offering integrated investment advisory and financial planning through independent advisors.

8Mariner Wealth Advisors
TypeDirect peer
Description

Large national RIA offering integrated wealth management, tax planning, and estate services to HNW clients; comparable in service breadth and integrated planning approach.

9Buckingham Strategic Wealth
TypeDirect peer
Description

RIA providing evidence-based wealth management and integrated financial planning to HNW clients; comparable in advisor-led, planning-centric model targeting mass-affluent and HNW segments.

10Sanctuary Wealth
TypeDirect peer
Description

Independent RIA platform serving HNW clients through partner advisors with wealth planning and investment services; comparable operating model as a smaller-scale RIA serving HNW individuals.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat5 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment1 record

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

Integration3 records

Each record includes

Title, Type, Description, Source

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles12 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

Subsidiaries1 record

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Insight Wealth Group

Wealth Managementinsightwealthgroup.com

Insight Wealth Group firmographics

Firmographics
Name
Insight Wealth Group
Legal name
Insight Wealth Group
Website
https://insightwealthgroup.com
Company type
Private
Founded year
2012
Operating status
Operating
Headcount range
1–10 employees
Ownership category
akta.pro rank

Insight Wealth Group industry classification

Industry
Product category
Wealth Management
NAICS
Portfolio Management and Investment Advice (523940)
SIC
Investment Advice (6282)
akta.pro primary industry
Financial Planning–Led RIAs (FSAAACAB)
akta.pro secondary industry
Tax-Focused Wealth Management RIAs (FSAAACAD)

Keywords

  • Wealth management services
  • Financial planning services
  • Portfolio management services
  • Investment advisory services
  • Tax accounting services

Where Insight Wealth Group is headquartered

Location

Headquarters

HQ city
West Des Moines
HQ country
United States
HQ region
North America

Offices3 records

Markets served

Insight Wealth Group business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

  1. Wealth Management Advisory Services: Investment advisory services offered through Arete Wealth Advisors, LLC, an SEC registered investment advisory firm. Revenue is generated through advisory fees, likely based on assets under management (AUM).
  2. Securities Services: Securities offered through Arete Wealth Management, LLC; Member SIPC and FINRA. Generates revenue through securities transactions and related services.
  3. Tax and Accounting Services: Tax and accounting services offered through Insight CPA, a fully integrated tax and accounting firm.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Insight Wealth Group product offering

Product offering

Core offering

Insight Wealth Group delivers personalized financial planning, customizable portfolio management, and non-standard (alternative) asset management for high net-worth investors in Central Iowa. Investment advisory services are offered through Arete Wealth Advisors, LLC (SEC-registered investment adviser) and securities through Arete Wealth Management, LLC (member SIPC/FINRA). Its wholly owned subsidiary, Insight CPA, provides integrated tax and accounting services that align tax strategy with investment and financial planning decisions.

Product overview

Insight Wealth Group offers a unified wealth management platform serving high net-worth investors in Central Iowa. The core offering consists of Financial Planning and Portfolio Management services, supplemented by integrated add-on modules including Insight CPA for tax and accounting services and Non-Standard Asset Management for alternative investments. The firm also provides The Weekly Insight, a weekly podcast and newsletter delivering market commentary. The integrated approach orchestrates clients' multi-dimensional financial worlds through personalized planning, customizable investment solutions, and coordinated tax strategy.

Differentiator

Problem solved

Functional benefit

Products and services

  • Financial Planning

Companies that use Insight Wealth Group

Customer profile

Segments1 record

Ideal customer profiles1 record

Insight Wealth Group technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Integration3 records

Insight Wealth Group partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

  • Insight CPAcoreStrategic or Co-development PartnerFully integrated tax and accounting firm thatmarries financial plans and investment strategies with appropriate tax strategies. A subsidiary of Insight Wealth Group providing integrated services.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Insight Wealth Group competitors and assessment

Company assessment

Direct peers

  • Mercer Advisors: National RIA with integrated tax preparation, estate planning, and investment management for HNW clients; comparable integrated service stack and HNW focus.
  • Carson Group: Omaha-based RIA wealth management platform with an integrated financial planning model and large advisor network; directly comparable Midwestern RIA serving HNW clients with bundled financial services.
  • Creative Planning: Overland Park, Kansas-based RIA providing wealth management with integrated tax, estate, and financial planning services to HNW individuals; highly comparable operating model and Midwestern footprint.
  • Commonwealth Financial Network: Independent broker-dealer/RIA supporting advisor-led wealth management practices serving HNW clients; comparable in offering integrated investment advisory and financial planning through independent advisors.
  • Mariner Wealth Advisors: Large national RIA offering integrated wealth management, tax planning, and estate services to HNW clients; comparable in service breadth and integrated planning approach.
  • Buckingham Strategic Wealth: RIA providing evidence-based wealth management and integrated financial planning to HNW clients; comparable in advisor-led, planning-centric model targeting mass-affluent and HNW segments.
  • Sanctuary Wealth: Independent RIA platform serving HNW clients through partner advisors with wealth planning and investment services; comparable operating model as a smaller-scale RIA serving HNW individuals.

Broad incumbents

  • Focus Financial Partners: Partnership network of independent RIAs serving HNW clients with integrated wealth management; comparable in advisor-led RIA model and a likely acquirer/roll-up counterparty for a firm like Insight Wealth Group.
  • Edelman Financial Engines: One of the largest independent RIAs in the U.S., offering wealth management, planning, and tax services to HNW and mass-affluent clients; broader incumbent with overlapping capabilities to Insight Wealth Group's planning-led model.
  • Cetera Financial Group: Large broker-dealer and RIA support platform serving independent financial advisors with wealth management offerings; comparable as the type of larger infrastructure partner that consolidates firms like Insight Wealth Group.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

Insight Wealth Group social profiles

Digital presence

Insight Wealth Group financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Insight Wealth Group leadership team

Management profile

Number of profiles

Profiles12 records

Insight Wealth Group subsidiaries and ownership

Company hierarchy

Subsidiaries1 record

Insight Wealth Group funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Insight Wealth Group M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Insight Wealth Group

What does Insight Wealth Group do?

Insight Wealth Group delivers personalized financial planning, customizable portfolio management, and non-standard (alternative) asset management for high net-worth investors in Central Iowa. Investment advisory services are offered through Arete Wealth Advisors, LLC (SEC-registered investment adviser) and securities through Arete Wealth Management, LLC (member SIPC/FINRA). Its wholly owned subsidiary, Insight CPA, provides integrated tax and accounting services that align tax strategy with investment and financial planning decisions.

Is Insight Wealth Group a public or private company?

Insight Wealth Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Insight Wealth Group founded?

Insight Wealth Group was founded in 2012. It employs 1 to 10 people.

Where is Insight Wealth Group based?

Insight Wealth Group is headquartered in West Des Moines, United States, in the North America region.

How does Insight Wealth Group make money?

Three revenue lines are on record. Wealth Management Advisory Services are the primary driver. The others are securities Services and tax and Accounting Services.

Who are Insight Wealth Group's main competitors?

Direct peers on record are Mercer Advisors, Carson Group, Creative Planning, Commonwealth Financial Network, Mariner Wealth Advisors, Buckingham Strategic Wealth and Sanctuary Wealth. Broad incumbents are Focus Financial Partners, Edelman Financial Engines and Cetera Financial Group.

Does Insight Wealth Group have an API?

No public API is recorded for Insight Wealth Group.

What industry is Insight Wealth Group in?

Insight Wealth Group's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAAACAD, Tax-Focused Wealth Management RIAs. Its NAICS code is 523940 and its SIC code is 6282.

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