ValuCompass

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

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Overview

Headquarters

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

Revenue

<$5 Million

Industry

Financial Software Software
ZI Rank: 1
Signal Type
Dec
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ZI Rank
2
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1
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1
1

About ValuCompass

ValuCompass is a powerful platform designed to empower financial advisors in guiding private business owners, treating their businesses as valuable assets. The platform offers integrated tools that help advisors unlock new revenue opportunities in the $30 trillion private business market, particularly as Baby Boomers transition ownership. ValuCompass simplifies the advisory process, allowing advisors to provide actionable insights and services without needing extensive business expertise. The company aims to enhance the financial planning, asset management, and overall value of private businesses for their clients.Explore more
ValuCompass's Social MediaPopular SearchesValuCompassValucompass LLCSIC Code 73,737NAICS Code 54,541Show more

ValuCompass Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

ValuCompass

<$5M
1-10
Private
-
2022
$6.9M
11-50
Private
-
-
WM
Wanda MercadoClient Service Manager
<$5M
11-50
Private
-
-
SP
Stacey PittmanExecutive Vice President & Managing Director
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

ValuCompass is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

ValuCompass is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about ValuCompass.

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: 54,541
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, Ray Schneider Consulting, Modus Consulting, 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 powerful platform designed to empower financial advisors in guiding private business owners, treating their businesses as valuable assets. The platform offers integrated tools that help advisors unlock new revenue opportunities in the $30 trillion private business market, particularly as Baby Boomers transition ownership. ValuCompa... ss simplifies the advisory process, allowing advisors to provide actionable insights and services without needing extensive business expertise. The company aims to enhance the financial planning, asset management, and overall value of private businesses for their clients.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

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