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See what’s new with intellicents. Catch up on our latest press releases, follow us in the media, and check out our trophy shelf that we love to brag about.
intellicents enters the Ohio market
intellicents partners with Lynx Fintech to provide HSA advice
intellicents + OneAmerica collaborate on client offering
intellicents launches intellisteps foundational financial plan participant app to serve the 99%
intellicents acquires group insurance team in the Twin Cities
intellicents acquires $445 million financial planning firm
in the news
intellicents Tom Krusic guest speaker at DisruptHR!
WealthManagement.com Announces 2022 'Wealthies' Finalists
intellicents Brad Arends guest stars on 401(k) Real Chat episode
eMoney builds planning app for 401(k) advisors
intellicent’s Grant Arends Adds Another ‘F-Word’ to Fees, Funds, and Fiduciary
Spectrum CEO to Deliver Testimony to Senate HELP Committee
awards and recognition
intellicents named by Pensions & Investments as one of "The Best Places to Work in Money Management"
intellicents named finalist for WealthManagement industry awards
NAPA names intellicents’ Brandon Budd Top Advisor Under 40
intellicents father-son financial advisor duo receive “Top of the Table” recognition
intellicents Co-Founder, Grant Arends, wins Top Advisor by Participant Outcomes award
intellicents named to 2021 list of Top DC Advisor Multi-office Firms