Financial Solutions for Concentrated Positions

Company Profile

We are a professional strategy, analysis and consulting firm headquartered in the heart of California's San Francisco Bay Area.

After the Dot-Com Bomb Era of the early 2000's, a group of specialists in the area of wealth management, investment planning, and portfolio management came together with derivative specialist traders to design "out-of-the-box" solutions for executives in Silicon Valley with concentrated positions. The goal was to reduce their stress and insure their concentrated asset value which represented millions of dollars in each of their accounts. The combined experience with financial portfolio and risk management was very successful and grew into a high-level consulting business.

In early 2007, i2i Analytics LLC formed the online marketplace known today as www.i2iAnalytics.com to formally offer these consultants a way to extend their capabilities to other financial professional firms and high-net worth individuals across the country. We bring together professionals to help those who need guidance and consulting in a swiftly changing world of financial and investment technologies, taxation and advanced financial planning needs.

Clients find that what sets the group apart from nearly any other consultancy working on advanced and intricate portfolio planning is the extensive hands-on experience of our team-and our willingness and ability to get the job done. Clients value how our completely independent consultants work directly to enhance their asset value, not simply advise on it.