Impact Partnership Wealth, LLC
- Company typePrivate
- Founded-
- HeadquartersMarietta, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
Impact Partnership Wealth, LLC firmographics
Firmographics- Name
- Impact Partnership Wealth, LLC
- Legal name
- Impact Partnership Wealth, LLC
- Website
- https://impactpartnerwealth.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Impact Partnership Wealth, LLC industry classification
Industry- Product category
- Investment Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Target-Risk / Risk-Profile Model Portfolios (FSAAAJAD)
- akta.pro secondary industry
- Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)
Keywords
Where Impact Partnership Wealth, LLC is headquartered
LocationHeadquarters
- HQ city
- Marietta
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Impact Partnership Wealth, LLC business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory Services (AUM-based): As an SEC Registered Investment Adviser, IPW likely generates revenue through advisory fees based on assets under management (AUM). The firm offers a Wrap Fee Brochure, suggesting bundled fee structures for services.
- Market Guard® Partnership: Exclusive partnership with Market Guard® provides investment signals and portfolio allocation recommendations for model portfolios.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels4 records
Impact Partnership Wealth, LLC product offering
Product offeringCore offering
Impact Partnership Wealth, LLC is an SEC Registered Investment Adviser that partners with independent financial advisors to provide them with proprietary investment tools, lead generation, performance analytics, and sales process resources. Its flagship offering is Market Guard®, a proprietary investment methodology that delivers investment signals and portfolio allocation recommendations for model portfolios, supplemented by Portfolio Solutions (Structured Notes and Direct Indexing) and Practice Solutions (marketing and coaching support).
Product overview
Impact Partnership Wealth (IPW) is a Registered Investment Adviser firm that operates as a platform combining a proprietary investment methodology with practice management tools for financial advisors. The core platform consists of Market Guard®, a proprietary investment signal and portfolio allocation recommendation system, which underpins the Portfolio Solutions suite that includes Structured Notes and Direct Indexing. IPW augments its investment offering with Practice Solutions—a module encompassing Marketing support and Coaching services—alongside dedicated Leads and Sales Process Tools. The firm partners with financial advisors to provide quality and unique offerings, leveraging its Market Guard® methodology and carrier relationships (Bank of America, Goldman Sachs, J.P. Morgan, Morgan Stanley, Barclays) to differentiate advisor practices in the market.
Differentiator
Problem solved
Functional benefit
Brands
- Market Guard®: Proprietary investment methodology and portfolio allocation system developed through an exclusive partnership, providing investment signals and model portfolio recommendations.
Quantifiable outcome
- Nitrogen risk assessment provides quantitative analysis to put a number on the current risk level of each unique portfolio.
Companies that use Impact Partnership Wealth, LLC
Customer profileNamed customers1 record
Segments2 records
Ideal customer profiles2 records
Impact Partnership Wealth, LLC technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
Feature2 records
Impact Partnership Wealth, LLC partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and minor.
- Market Guard®coreExclusive partnership with Market Guard®, a firm that provides investment signals and portfolio allocation recommendations for a wide variety of model portfolios. Through this exclusive partnership, IPW helps financial advisor partners differentiate themselves from competitors with up-to-date information in the evolving financial landscape.
- Bank of AmericaminorMajor financial institution carrier providing structured notes and portfolio solutions through IPW's advisor network.
- Goldman SachsminorMajor financial institution carrier providing structured notes and portfolio solutions through IPW's advisor network.
- J.P. MorganminorMajor financial institution carrier providing structured notes and portfolio solutions through IPW's advisor network.
- Morgan StanleyminorMajor financial institution carrier providing structured notes and portfolio solutions through IPW's advisor network.
- BarclaysminorMajor financial institution carrier providing structured notes and portfolio solutions through IPW's advisor network.
Scale indicators2 records
Recent moves5 records
Expansion highlights4 records
Impact Partnership Wealth, LLC competitors and assessment
Company assessmentBroad incumbents
- Morningstar Advisor Workstation: Morningstar provides portfolio analytics, model construction, and advisor workstation tools that overlap with IPW's Market Guard® and portfolio analytics capabilities, but as part of a much broader research and data franchise.
- SEI Investments (Advisor Group): SEI's Advisor Group offers outsourced investment management, model portfolios, and practice management resources to independent advisors — a scaled incumbent serving the same advisor partner niche as IPW.
- Envestnet: Envestnet is the largest TAMaaS and advisor technology incumbent, offering the PMC platform, model portfolios, data analytics, and practice solutions across a broad advisor base that includes IPW's target market.
Direct peers
- SMArtX Advisory Solutions: SMArtX is a TAMaaS platform delivering unified managed account technology, model portfolios, and advisor workflows to wealth managers — a direct comparable in target customer (independent advisors) and core offering (model portfolios + practice tools).
- Advyzon: Advyzon offers an all-in-one platform for independent RIAs combining portfolio management, model marketplaces, CRM, and practice management — overlapping directly with IPW's portfolio solutions plus marketing/coaching/leads bundle.
- AssetMark: AssetMark is a leading Turnkey Asset Management Platform (TAMaaS) serving independent financial advisors with model portfolios, practice management, and consulting tools — directly comparable to IPW's Market Guard®-driven model portfolio and Practice Solutions offering.
- Orion Advisor Solutions: Orion provides model portfolios, portfolio construction tools, and practice management resources to financial advisors, competing head-to-head with IPW's combined Portfolio Solutions and Practice Solutions modules.
- MarketXcel: MarketXcel provides model portfolio and investment management services to advisors and institutions — comparable to IPW's Market Guard® methodology and structured product overlay model.
- Brinker Capital (Orion Portfolio Solutions): Brinker Capital, now part of Orion, delivers multi-asset model portfolios and discretionary investment strategies to advisors — directly overlapping with IPW's Market Guard® model portfolio offering.
Others
- Nitrogen (Riskalyze): Nitrogen (formerly Riskalyze) is IPW's risk-assessment technology partner and a leading risk tolerance/portfolio analytics platform for advisors; comparable as an enabler of risk-profiled model portfolios rather than a head-to-head competitor.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Impact Partnership Wealth, LLC social profiles
Digital presenceImpact Partnership Wealth, LLC compliance and trust
Trust signalCompliance1 record
Impact Partnership Wealth, LLC financial estimates
Financial estimateRevenue estimate
Valuation estimate
Impact Partnership Wealth, LLC leadership team
Management profileNumber of profiles
Impact Partnership Wealth, LLC funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Impact Partnership Wealth, LLC M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Impact Partnership Wealth, LLC
What does Impact Partnership Wealth, LLC do?
Impact Partnership Wealth, LLC is an SEC Registered Investment Adviser that partners with independent financial advisors to provide them with proprietary investment tools, lead generation, performance analytics, and sales process resources. Its flagship offering is Market Guard®, a proprietary investment methodology that delivers investment signals and portfolio allocation recommendations for model portfolios, supplemented by Portfolio Solutions (Structured Notes and Direct Indexing) and Practice Solutions (marketing and coaching support).
Is Impact Partnership Wealth, LLC a public or private company?
Impact Partnership Wealth, LLC is a private company. It is classified as unknown and is currently operating.
When was Impact Partnership Wealth, LLC founded?
Impact Partnership Wealth, LLC was founded in -1. It employs 1 to 10 people.
Where is Impact Partnership Wealth, LLC based?
Impact Partnership Wealth, LLC is headquartered in Marietta, United States, in the North America region.
How does Impact Partnership Wealth, LLC make money?
Two revenue lines are on record. Investment Advisory Services (AUM-based) is the primary driver. The others are market Guard® Partnership.
Who are Impact Partnership Wealth, LLC's main competitors?
Broad incumbents on record are Morningstar Advisor Workstation, SEI Investments (Advisor Group) and Envestnet. Direct peers are SMArtX Advisory Solutions, Advyzon, AssetMark, Orion Advisor Solutions, MarketXcel and Brinker Capital (Orion Portfolio Solutions). Nitrogen (Riskalyze) is listed as an others.
Does Impact Partnership Wealth, LLC have an API?
No public API is recorded for Impact Partnership Wealth, LLC.
What industry is Impact Partnership Wealth, LLC in?
Impact Partnership Wealth, LLC's product category is Investment Advisory Services. Its primary akta.pro industry code is FSAAAJAD, Target-Risk / Risk-Profile Model Portfolios, with a secondary code of FSAAAAAO, Investor Education, Research & Portfolio Analytics Services (Retail). Its NAICS code is 523940 and its SIC code is 6282.