intail.ai logo
Book a Demo
aegis wealth

Aegis Wealth

Financial Services

Bethesda, Maryland, United States Of America

1-10 employees

Your Organizational Collective Activity

View your organizations’ collective activity with Aegis Wealth to find the best way to reach out

***

-->,

***

<--,

***

Last interaction was ** days ago.
intail.ai example profile image
intail.ai example profile image
*** and ****** are the closest.

CRM Data

View Aegis Wealths’ CRM data to get more info on their experience with your organization

Account Type******** ********
Account Owner******** *******
Account Opps/Deals

******** ******

Closed Won • Aug 24

****K $

Closed

Best path for intro

View Aegis Wealths’ best path for intro to find the best way to reach out

intail.ai example profile image
*** *******
Past Champion
intail.ai example profile image
******* ****
Colleague - Career Overlap

Leveraging your organizational collective network
to fuel scalable (and repeatable) business growth.

Champions Who Joined Aegis Wealth

Leverage your existing network to create new connections with Aegis Wealth

  • intail.ai example profile image
    ******* ****
    ******** *****
    *****
    *
  • intail.ai example profile image
    ******** ***
    ******* ****
    *****
    ***
  • intail.ai example profile image
    **** ****
    **** ******
    *****
    ***

Champions Who Left Aegis Wealth

Manage your risk with Aegis Wealth to maintain a stable relationship

  • intail.ai example profile image
    *** ****
    *** ******
    *****
    **
  • intail.ai example profile image
    ******* ********
    ******** ******
    *****
    *
  • intail.ai example profile image
    ****** ******
    ******** *****
    *****
    ***