6
Growth Score
pts
Heat Score
-9 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Capital V Group is a wealth advisory firm that provides financial advice, wealth planning, and retirement services.
- Arvind Ven: CEO & Founder
About the Company
Capital V Group provides wealth management and financial planning tailored to individuals, families, and businesses. The firm delivers services including holistic investment consulting, retirement income planning, tax-aware portfolio management, risk analysis, generational wealth transfer, and charitable giving strategies. The firm operates under a
fiduciary model, offering independent research, transparent asset-based and flat‑fee structures, and access to tools from partners such as LPL Financial. Its client experience centers on a consultative approach that aligns financial strategy with personal goals, supported by education, regular communication, and technology‑enabled planning tools .
