intellicents, a financial advisory services firm coupling human intelligence with interactive technology, today announced the launch of a Seattle area branch office under a joint venture with the Koumantaros brothers.
“We have known and respected the Koumantaros Family for close to a decade now, so when we discussed with them prospective opportunities in Washington State, we saw a great way to spread the intellicents brand into the Pacific Northwest,” said Brad Arends, CEO of intellicents. “Their extensive retirement plan background is a perfect complement to our fiduciary investment advisory services for 401(k) plan sponsors and participants. The branch will focus on offering this service to area employers, along with personal wealth management and financial planning services.”
With its Washington State presence, the intellicents branch can develop retirement plan solutions for the Washington State Small Business Retirement Marketplace, which targets the 131,000 Washington businesses that do not currently offer workplace retirement plans.
“In addition to its office administrative support services, intellicents has developed incredible technology for our branch to immediately be functional, and show value to plan sponsors and participants,” commented Petros Koumantaros. “The intellicents university financial wellness program is very progressive, and the intellicents allmymoney financial wellness app really helps plan participants focus on organizing their financial life and establishing a plan for successful financial outcomes. Plus, the intellicents bionic advisor offers an efficient and economical investment solution, combining state of the art technology with actual onsite advisors, which is what many people still want.”
Arends is excited about this business model. “Our business plan is to build a national financial advisory firm centered on the employee benefits relationship. We have a number of additional branch opportunities that we are confident will close in 2018.”
intellicents is reimagining financial services for employers and individuals. Through group insurance consulting, retirement plan design and fiduciary investment consulting, and personal wealth management and financial planning services, they are paving a smarter way for the American worker and their employer. With headquarters in Albert Lea, Minnesota, and branch offices in Eden Prairie, MN, Leawood, KS, Des Moines, Pella and Lake Mills, IA, and now Seattle, WA they serve over 200 employers, with 45,000 participants, and over $3.1 billion in assets under management and advisement.