The Independence Wealth Services company source record lists 5 employees. The visible Independence Wealth Services management graph includes:
Jon Walton,cfp®,clu
Ceo/founding Partner at Independence Wealth Services
1
0
Sales
(1)
Jacquelynn Mchugh Simon
Client Relationship Manager Independence Wealth Services
0
0
Finance
(1)
Jason Babiarz, Cpa
Financial Planning Associate
2
0
General
(1)
Denise Schatz
Coach, Advisor, Leader, Public Speaker
1
1
Related company intelligence for Independence Wealth Services
3 with employee estimates
3 with websites
3 with social profiles
3 peer evidence types
Peer evidence source coverage
3 source-backed evidence types support this related-company graph.
employee benchmarks, website records, and social profiles
Employee benchmarks
3 / 3
3 of 3 related companies include employee estimates.
Website records
3 / 3
3 of 3 related companies include official website records.
Social profiles
3 / 3
3 of 3 related companies include company social profile signals.
Peer link quality filter
High-confidence peer link set
3 related companies met the 2-signal peer-link threshold. Eligible peers average 4.0 source-backed signals.
3
eligible
0
filtered
4.0
avg signals
Peer comparison matrix
Limited peer comparison
Compares this company with related-company evidence across employee scale and peer graph evidence.
employee scale and peer graph evidence
Employee scale
Smaller than most related peers
This company
5 employees
Related peers
316 median peer employees
3 of 3 related employee-estimated peers are higher.
3 related companies with employee estimates
Peer graph evidence
Multi-signal peer benchmark evidence
This company
Partial peer evidence graph
Related peers
3 benchmark dimensions
Peer benchmark combines 3 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 3 evidence types: employee benchmarks, website records, social profiles.
employee benchmarks, website records, social profiles
Peer benchmark evidence
Multi-signal peer benchmark evidence
Peer benchmark combines 3 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 3 evidence types: employee benchmarks, website records, social profiles.
peer graph strength
size benchmark
size position
Peer position benchmark
Employee-scale peer position benchmark
Peer-position benchmark shows employee scale above 0% of 3 comparable related peers.
Directional peer-position evidence:
Peer-position evidence combines employee scale above 0% of 3 comparable related peers from related-company records.
Employee scale: 0%
Peer graph strength
Partial peer evidence graph
Related peer graph has employee benchmarks, website records, and social profiles across 3 related companies.
Peer median size
316 employees
Largest peer by size
Follett Software
588 employees
Independence Wealth Services size signal
5 employees
Peer size comparison
3 larger · 0 smaller
Peer scale position
Smaller than most related peers
3 of 3 related employee-estimated peers are higher.
Independence Wealth Services people graph sample
-
Jon Walton,cfp®,clu
Ceo/founding Partner at Independence
Chadds Ford, Pennsylvania, United States1 email signal on iwadvisors.com -
Denise Schatz
Financial Planner Associate, Coach
United States1 email signal across 1 non-official domain1 phone signal available
How AeroLeads builds company intelligence
Use source-backed company records
AeroLeads combines company source fields, workforce samples, email-pattern aggregates, and related-company records when those signals are available.
Show only available evidence
Blank source fields are omitted. Contact channels are summarized as signals, with raw email addresses and phone numbers masked on public pages.
Compare useful company context
Related company, market, workforce, technology, and management signals help turn a static company listing into a company intelligence page.
Contact research
AeroLeads intelligence
Review reachable contact coverage for Independence Wealth Services
AeroLeads maps 2 visible contact signals for Independence Wealth Services. Coverage is multi-channel contact coverage.