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Vantage Financial Logo
Vantage Financial Growth Score
82
CB Rank
459998
Heat Score
48
Vantage Financial is a financial firm that offers investment and risk analysis, accumulation goals, and retirement and estate planning.
Acquired by
NorthRock Partners Logo
NorthRock Partners
Founded
obfuscation
Private Elm Grove, Wisconsin, United States11-50 vantagefinancialwi.com/
Financial Services
Real Estate
Retirement
Risk Management
Overview

Vantage Financial
Growth Score
82
Heat Score
48

Growth Score82
-7 pts
in past quarter
Heat Score 48
2 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
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
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Vantage Financial

CB Rank
459998
Vantage Financial is a financial firm that offers investment and risk analysis, accumulation goals, and retirement and estate planning.
Acquired by
NorthRock Partners Logo
NorthRock Partners
Founded
obfuscation
Private Elm Grove, Wisconsin, United States11-50 vantagefinancialwi.com/
Financial Services
Real Estate
Retirement
Risk Management

Details

Legal Name Vantage Financial LLC
Operating Status Active
Company Type For Profit
Phone Number +1 262-439-8587
Contact Email info@vfplanning.net
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management Services
Comprehensive financial planning and investment advisory services for individuals and families at all life stages.
Retirement Planning
Development and management of strategies to prepare clients for retirement, including goal setting and progress tracking.

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Financials

M&A Details

Vantage Financial was acquired by NorthRock Partners on
obfuscation
.
Transaction Name 
Vantage Financial acquired by NorthRock Partners Logo
Vantage Financial acquired by NorthRock Partners
Acquired by 
NorthRock Partners Logo
NorthRock Partners
Announced Date 
obfuscation
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Board Members and Advisors 2 Contacts 18

Board Members and Advisors

News
Technology
View Tech Report

Monthly Web Visits

616
-86%
 in past month

IT Spend

$67.5KThis year, Vantage Financial is projected to spend $67.5K on IT, according to Aberdeen.

Active Website Tech Count

50Vantage Financial is actively using 50 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Viewport Meta, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Vantage Financial's headquarters? Vantage Financial is located in Elm Grove, Wisconsin, United States.Who are Vantage Financial's competitors? Alternatives and possible competitors to Vantage Financial may include Charles Schwab, Fidelity Investments, and  Ameriprise Financial.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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