Clientwise Llc

ClientWise provides business and executive coaching and consulting exclusively for financial professionals.

Business Consulting and Services

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Headquarters: Irving, Texas, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range: 11 to 50Source: RevenueBaseRetrieved October 13, 2026
Founded: 2006Source: RevenueBaseRetrieved October 13, 2026
Published list appearances: 6 supported appearances ↗Source: RevenueBase lists

The company at a glance

What does Clientwise Llc do?

Its coaching programs serve financial advisors, wholesalers, managers, and executives through customized, action-oriented solutions based on each client’s vision and situation. The team matches each financial professional with an ICF coach based on individual goals and preferences.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

What the business offers

Services & capabilities.

Business and executive coaching

Programs provide customized, action-oriented solutions based on each client’s specific vision and situation.

Source: LinkedIn company description · Retrieved October 13, 2026

Practice management content

The original content is developed through in-depth research by industry experts and the ClientWise research team.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Snapshot: September 30, 2026

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Clientwise Llc

#5 Business advisory and consulting firms

Snapshot: September 22, 2026

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  <img src="https://revenuebase.ai/companies/profiles/clientwise/recognition-companies-business-advisory-and-consulting-firms-united-states-irving-20260923-8d5c30372d0a1b2025c752acfeca224ca46e584006bca815137aedc068acd69b.svg" alt="Clientwise Llc listed #5 on Business advisory and consulting firms, September 22, 2026" width="220" height="319" style="max-width:100%;height:auto;" />
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Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 4, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 4, 2026, September 22, 2026, September 25, 2026 and September 30, 2026. How the company lists are built.

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