Avior Wealth Management
Highly Engaged Employees
Highly Engaged EmployeesFinance · Nebraska, United States · 51-200 Employees
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Overview
Headquarters
Fnb Pkwy Ste 110, Omaha, Nebraska, 68154...Phone Number
(901) 270-6260Website
www.aviorwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Dec
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ZI Rank
1
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2
About Avior Wealth Management
Avior Wealth Management, LLC, formerly Nelson, Van Denburg & Campbell Wealth Management Group, LLC, is a SEC Registered Investment Advisor that offers financial planning and investment management services to retail and institutional clients across the United States. Avior Wealth Management, LLC and its predecessor was formed in 2011 to offer clients a holistic approach to their investments, financial planning and wealth management. With office currently located in five states, the company offers clients a team approach to their financial needs. Please note, investments are not guaranteed and subject to risk, including loss of principal invested.Explore more
Avior Wealth Management Org Chart
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Company Profile Activity
Activity Insights
Avior Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Avior Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Avior Wealth Management.
Avior Wealth Management Tech Stack
A closer look at the technologies used by Avior Wealth Management
Most Recent Scoops
Project
, according to a mid-level source in financial planning, is in the midst of initiatives related to data storage and management. Avior Wealth Management will be increasing funding and is expected to increase permanent employee workforce to support these efforts.
Data Center, Storage, Spending/Investment, Database, Infrastructure, Data Management, Financial Planning, Funding, Data Warehousing, Finance, Financial Strategy
Project
, according to a mid-level source in financial planning, is planning to begin initiatives related to treasury and risk management software within three months. The organization is currently evaluating Treasure. Avior Wealth Management is expected to increase permanent employee workforce to support these efforts.
Automation, Accounting, Financial Planning, Financial Systems, Software, Finance, Financial Strategy, Risk
Project
, according to a mid-level source in financial planning, is planning to release a request for proposal (RFP) for initiatives related to financial processes automation within the next six to nine months. Avior Wealth Management will be increasing funding and is expected to increase permanent employee workforce to support these efforts. The organization has expressed interest in artificial intelligence (AI) tooling.
Spending/Investment, Request for Proposal (RFP), Automation, Financial Planning, Funding, Financial Systems, Artificial Intelligence, Finance, Financial Strategy
Project
, according to a mid-level source in financial planning, is planning to begin initiatives related to commission accounting and management systems within three months. The organization is currently evaluating Easy-Commission.com and EvolveNXT. Avior Wealth Management is expected to increase contingent workforce to support these efforts.
Contingent Workforce, Accounting, Financial Planning, Billing & Invoice, Financial Systems, Financial Reporting, Business Finance, Finance, Financial Strategy
Project
Financial Planning, Forecasting, Artificial Intelligence, Finance, Financial Strategy
Avior Wealth Management News & Media
Passing the Torch: Avior Wealth Welcomes Brandon Kanoy as CFO, Building Upon the Legacy of John Morey
On December 19, 2023, Avior Proudly Introduced Brandon Kanoy to Its Internal Team, Officially Designating Him as the Successor to the Retiring CFO, John Morey OMAHA, NE, UNITED STATES, December 22, 2023 /EINPresswire.com/ -- Avior Wealth Management, …Avior Wealth Ranks for the Second Year on the Inc. 5000 Annual List
With Three-Year Revenue Growth of 153% Percent, Avior Wealth Receives Ranking No. 3,313 Among America's Fastest-Growing Private Companies OMAHA, Neb., Aug. 31, 2023 /PRNewswire/ -- Two weeks ago, Inc. revealed that AVIOR WEALTH MANAGEMENT™ ranked for the second time on its annual Inc....Avior Expanded into the Scottsdale, AZ Market
Avior Wealth Management Opened Its 8th Office and Welcomed a New Director of Strategic Growth OMAHA, Neb., Jan. 13, 2023 /PRNewswire/ -- Avior Wealth Management, LLC tapped Curt Smith, an Air Force veteran and top advisor talent in the Scottsdale area, to head up its newer Department of...Avior Wealth Expands Its Services To Clients As It Expands Into California
Avior Wealth Management's Acquisition of Montgomery Taylor Wealth Management Adds Tax Preparation & Accounting Service Options In-House OMAHA, Neb., Sept. 29, 2022 /PRNewswire/ -- Avior Wealth Management, LLC was selected by Montgomery Taylor Wealth Management's leadership team as the...
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Avior Wealth Management, LLC, formerly Nelson, Van Denburg & Campbell Wealth Management Group, LLC, is a SEC Registered Investment Advisor that offers financial planning and investment management services to retail and institutional clients across the United States. Avior Wealth Management, LLC and its predecessor was formed in 2011 to offer client... Read More
