IHT Wealth Management
Overview
IHT Wealth Management is a private investment firm based in Chicago, Illinois, specializing in private equity, real estate, and venture capital investments across various industries and stages. The firm focuses on providing tailored financial solutions to meet the unique needs of its clients, emphasizing integrity, honesty, and trust in all its dealings. With a nationwide presence, IHT Wealth Management operates in multiple states, offering a range of services including financial planning, investment advice, portfolio management, insurance and risk management, legacy planning, tax-aware investing, retirement analysis, charitable giving, ESG investing, multi-generational family planning, and private equity and alternative investments. The firm's investment approach is comprehensive, addressing all aspects of clients' financial needs to help them achieve their goals. IHT Wealth Management's team comprises experienced professionals dedicated to delivering personalized service and fostering long-term relationships with clients. The firm's commitment to operational excellence is evident in its extensive network of offices and advisors, ensuring that clients receive consistent and high-quality service across all locations. IHT Wealth Management's investment philosophy centers on a data-driven analysis, individualized strategies, and comprehensive financial management, aiming to replace clients' financial anxiety with relaxed confidence. The firm's holistic approach to financial planning and investment management reflects its dedication to empowering clients to take charge of their financial futures, regardless of their stage in life or financial journey. By offering a wide range of services and maintaining a client-centric focus, IHT Wealth Management strives to be a trusted partner in clients' financial success, providing guidance and support tailored to their specific needs and objectives. The firm's nationwide presence and diverse service offerings underscore its capability to address the complex financial needs of individuals and businesses alike, making it a significant player in the financial advisory and investment management sector.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Frequently asked questions about IHT Wealth Management
What sectors does IHT Wealth Management invest in?
IHT Wealth Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Chicago, Illinois, United States. IHT Wealth Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does IHT Wealth Management invest at?
IHT Wealth Management backs companies at Seed, Early Stage, Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does IHT Wealth Management invest in?
IHT Wealth Management invests across United States.
Who are the partners at IHT Wealth Management?
Team members listed for IHT Wealth Management include Corianne Leyton (Chief Operations Officer) and Jeff St. (Vice President - Financial Advisor).
What companies has IHT Wealth Management invested in?
IHT Wealth Management's portfolio includes GreenEnergy Solutions, MedTech Innovations, TransLogistics, AgriTech, FinTech Innovations, EduWorld, TechCorp and MediaStream.
How do I contact IHT Wealth Management?
IHT Wealth Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
