V Wealth - Crunchbase Company Profile & Funding

Q: Where is V Wealth's headquarters?

V Wealth is located in Overland Park, Kansas, United States.

Overview

V Wealth

Heat Score

Company Performance Metrics

Score

Trend

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About V Wealth

CB Rank

927698

V Wealth is a wealth management firm that provides advisory services for individuals, retired, executives, and business owners.

Acquired by

The Wealth Consulting Group

Founded

obfuscation

Private

Overland Park, Kansas, United States

11-50

www.vwealth.com/

Advice

Financial Services

Wealth Management

Details

Sub-Organization of

The Wealth Consulting Group

Legal Name

V Wealth Management LLC

Operating Status

Active

Company Type

For Profit

About the Company

V Wealth is a wealth management firm that provides advisory services for individuals, retired, executives, and business owners.

Phone Number

(913) 827-4600

Contact Email

olivia.mueller@vwealth.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Services

Provides access to various investment vehicles including bonds, stocks, and brokerage accounts to help clients build and manage their portfolios.

Retirement Planning

Assists clients in preparing for retirement through strategies involving 401(k), 403(b), IRAs, and annuities to build and manage retirement savings.

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Financials

M&A Details

V Wealth

merged with

The Wealth Consulting Group

obfuscation

Transaction Name

V Wealth acquired by The Wealth Consulting Group

Acquired by

The Wealth Consulting Group

Announced Date

obfuscation

Market Intelligence

People

View Profiles & Contacts

Headcount

11-50

Contacts

News

Technology

View Tech Report

Monthly Web Visits

131

IT Spend

$222.3K

This year,

V Wealth

is projected to spend

$222.3K

on IT, according to Aberdeen.

Interest Signals

Topic	Surge Score
Twitter (TWTR)	85
Walled Garden	85
Founder Lock-Up Restrictions	80

Active Website Tech Count

V Wealth

is actively using

technologies for its website, according to BuiltWith. These include

LetsEncrypt

IPhone / Mobile Compatible

, and

Apple Mobile Web Clips Icon

Lists Featuring This Company

Wealth Management Acquired Companies With Fewer Than 100 Employees

448 Number of Organizations • $531.3M Total Funding Amount • 222 Number of Investors

Financial Services Companies that Exited (Top 10K)

9,885 Number of Organizations • $1.8T Total Funding Amount • 16,158 Number of Investors

Wealth Management Companies that Exited

1,300 Number of Organizations • $201.6B Total Funding Amount • 835 Number of Investors

Wealth Management Acquired Companies With Fewer Than 1000 Employees

568 Number of Organizations • $3.4B Total Funding Amount • 348 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

V Wealth

's headquarters?

V Wealth

is located in

Overland Park, Kansas, United States

Who are

V Wealth

's competitors? Alternatives and possible competitors to

V Wealth

may include

Cerity Partners

Creative Planning

, and

Mariner Wealth Advisors