IW Financial
Portland
About IW Financial
IW Financial is a leading provider of environmental, social, and governance (ESG) research, consulting, and portfolio management solutions for asset management firms, managed accounts sponsors, institutional investors, plan sponsors, and investment advisors. The firm's expertise positions clients to benefit from two of the major trends shaping the financial services industry today: demand for issues-based stock screening, and growing interest in highly customized investment portfolios that reflect the values of an institution or an individual. With its unique combination of industry expertise, unbiased research, and patented technology solutions, IW Financial helps industry professionals capitalize on these trends by incorporating ESG factors into investment platforms, products, and portfolios, adding value to the money management process while strengthening client relationships.
Company Facts
- Operating status: Closed
- Company type: For Profit
- IPO status: Private
- Employees: 11 – 50
- Total funding: $3.0M
- Funding stage: M&A
- Last round: Series Unknown (Jan 2014)
- Website: info.iwfinancial.com
- Phone: +1 (207)773-2333
Industries & Categories
Asset Management, Consulting, Financial Services
Social Profiles
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