ValuCompass

Financial Software · Vermont, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

85 N Main St Ste 246, White River Juncti...

Revenue

<$5 Million

Industry

Financial Software Software

About ValuCompass

ValuCompass is a platform designed to empower financial advisors to effectively guide private business owners by treating their businesses as valuable assets. The platform offers integrated tools that help advisors uncover hidden value and provide actionable insights, enabling them to earn significantly more revenue. With a focus on the $30 trillion private business market, ValuCompass supports advisors in connecting business and personal financial planning, maximizing asset value, and optimizing businesses for investment opportunities. The service is particularly beneficial for advisors looking to engage with Baby Boomer business owners who are planning transitions and need expert guidance.Explore more
ValuCompass's Social MediaSIC Code 73,737NAICS Code 51,513Show more

ValuCompass Org Chart

PhoneEmail
CO
United States flag for contact location.

President

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Compare Similar Companies to ValuCompass

Compare insights from companies similar to ValuCompass, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

ValuCompass

<$5M
1-10
Private
-
2022
<$5M
11-50
Private
-
-
TD
Timothy DonaldsonManager, Wealth Operations & Vice President
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
Illustration of an envelope

ValuCompass Tech Stack

A closer look at the technologies used by ValuCompass

Top Financial Software Companies

Frequently Asked Questions Regarding ValuCompass

What is ValuCompass's official website?
ValuCompass's official website is www.valucompass.com
What is ValuCompass's Revenue?
ValuCompass's revenue is <$5 Million
What is ValuCompass's SIC code?
ValuCompass's SIC: 73,737
What is ValuCompass's NAICS code?
ValuCompass's NAICS: 51,513
How many employees does ValuCompass have?
ValuCompass has 1-10 employees
What industry does ValuCompass belong to?
ValuCompass is in the industry of: Financial Software, Software
What is ValuCompass competition?
ValuCompass top competitors include: Btwealthadvisors.com, Ratcliff Financial Services
What technology does ValuCompass use?
Some of the popular technologies that ValuCompass uses are: Squarespace Online Stores, Embedly, HubSpot, Adobe Typekit
What does ValuCompass do?

ValuCompass is a platform designed to empower financial advisors to effectively guide private business owners by treating their businesses as valuable assets. The platform offers integrated tools that help advisors uncover hidden value and provide actionable insights, enabling them to earn significantly more revenue. With a focus on the $30 trillio... n private business market, ValuCompass supports advisors in connecting business and personal financial planning, maximizing asset value, and optimizing businesses for investment opportunities. The service is particularly beneficial for advisors looking to engage with Baby Boomer business owners who are planning transitions and need expert guidance.Read More

What are ValuCompass social media links?
ValuCompass Linkedin page
Is ValuCompass a public company?
ValuCompass is private company therefore does not currently have an official ticker symbol
See more information about ValuCompass

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.