IDEX Financial Employee Directory

Q: What is IDEX Financial known for?

IDEX Financial was founded in 2010. IDEX Financial operates in the Financial Services industry.

Q: How many employees does IDEX Financial have currently?

IDEX Financial has approximately 1 employees.

Financial ServicesGeorgia, United States0-1 Employees

IDEX Financial Group LLC is an independent full service investment firm with securities offered through PeachCap Securities, Inc. and PeachCap Tax & Advisory, LLC. 

Our mission is to identify opportunities for our clients in the marketplace with no bias towards product or provider. By providing our clients with insights other advisors have not, we add substantial value to the investment and risk management process. We are committed to this endeavor by constant analysis of macroeconomic conditions and by leveraging the leading experts in banking and finance.

We are independent of many potential industry conflicts such as being compensated by commissions for trade execution, providing corporate finance services, and trading securities from our own inventory. The bedrock of our firm is providing value-added services and seeking to maximize our client's risk appropriate returns.

Our clients include individuals, families, corporations and non-profit organizations. Whether you are seeking personal financial advice or you sit on a board of directors in need of financial guidance, we can help.

Find IDEX Financial employees' phone numbers or email addresses

IDEX Financial Global Highlights

North America
2

United States Of America
2

IDEX Financial's Leadership

J. M.
Fiduciary Financial Planner / Managing Partner
Mobile Phone
Email

IDEX Financial Employee Metrics

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Banking
Accounting
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Contact profiles from IDEX Financial

Name

Title

Contact Info

Location

Last Update

J. M.
Fiduciary Financial Planner / Managing Partner
Mobile Phone
Email
United StatesGeorgia
Sep 10, 2025

Frequently Asked Questions

What is IDEX Financial known for?

IDEX Financial was founded in 2010 operates in the Financial Services industry. The company's main headquarters is located in Atlanta, Georgia United States; you can contact the main corporate office by phone at

+1-847-592-****

. Explore IDEX Financial's company overview page for more information.

What is IDEX Financial's most common email format?

IDEX Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more IDEX Financial email formats with LeadIQ.

How many employees does IDEX Financial have currently?

IDEX Financial has approximately 1 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are IDEX Financial's key employees and leadership?

As of December 2025, IDEX Financial's key employees include:

Fiduciary Financial Planner / Managing Partner: J. M.

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