Vantage Financial Group

Finance · Ohio, United States · 51-200 Employees

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Overview

Headquarters

6200 Rockside Rd 100, Cleveland, Ohio, 4...

Phone Number

(216) 642-7878

Revenue

$16.7 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
2
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About Vantage Financial Group

Founded in 1969, Vantage Financial Group provides investment advisory services. The company offers financial planning, asset allocation, portfolio monitoring and management, and pension consulting services. Vantage Financial Group serves individuals, trusts, estates, charitable organizations, corporations, and other business entities. With multiple locations, they are headquartered in Cleveland, Ohio.Explore more
Vantage Financial Group's Social MediaPopular SearchesVantage Financial Group IncVantage Financial GroupVantage Financial6200 Rockside LLCVantage Benefit AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Vantage Financial Group Org Chart

PhoneEmail
JS
United States flag for contact location.

Chief Compliance Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Vantage Financial Group

$16.7M
51-200
Private
<$5M
1969
JS
Jennifer SoltisChief Compliance Officer
$121.2M
201-500
Private
-
1980
NP
Nathan PerlmutterPresident, CEO
$42.8M
51-200
Private
<$5M
1979
$19.7M
51-200
Private
<$5M
1931
RD
Russ DorseyPrincipal and Chief Information Officer
$17.6M
51-200
Private
<$5M
1989
FR
Felicia RnFounder & CEO
$9.3M
11-50
Private
<$5M
2001
<$5M
51-200
Private
<$5M
1997
CG
Carl GilliamExecutive Vice President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Vantage Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Vantage Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Vantage Financial Group.

Vantage Financial Group financials insights

Gather financial insights about Vantage Financial Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

See All Vantage Financial Group's Financials Insights

Vantage Financial Group Tech Stack

A closer look at the technologies used by Vantage Financial Group

Most Recent Scoops

Project
A front-line source in Employee Experience has indicated that the organization has completed initiatives related to employee and labor relations within the last nine months.
Project
A front-line source in Employee Experience has indicated that the organization has completed initiatives related to performance management within the last nine months.
Project
A front-line source in Employee Experience has indicated that the organization has completed initiatives related to employee relations within the last nine months.
Employee Relations
Pain Point
Project
A front-line source in Employee Experience has indicated that the organization is planning to remediate challenges related to workforce planning and optimization.
Project
Request for Proposal (RFP), Workforce Management
See more scoops

Top Finance Companies

Frequently Asked Questions Regarding Vantage Financial Group

What is Vantage Financial Group's official website?
Vantage Financial Group's official website is www.vanfin.com
What is Vantage Financial Group's Revenue?
Vantage Financial Group's revenue is $16.7 Million
What is Vantage Financial Group's SIC code?
Vantage Financial Group's SIC: 62,628
What is Vantage Financial Group's NAICS code?
Vantage Financial Group's NAICS: 52,523
How many employees does Vantage Financial Group have?
Vantage Financial Group has 51-200 employees
What industry does Vantage Financial Group belong to?
Vantage Financial Group is in the industry of: Finance, Securities Trading
What is Vantage Financial Group competition?
Vantage Financial Group top competitors include: Kassouf, Prairie States Enterprises, Forest Hills Financial Group NY, Dyatech
What companies has Vantage Financial Group acquired?
Vantage Financial Group has acquired the companies: Plancorp
What technology does Vantage Financial Group use?
Some of the popular technologies that Vantage Financial Group uses are: Drupal, PHP, Cloudflare Website Optimization, Google Universal Analytics
How do I contact Vantage Financial Group?
Vantage Financial Group contact info: Phone number: (216) 642-7878 Website: www.vanfin.com
What does Vantage Financial Group do?

Founded in 1969, Vantage Financial Group provides investment advisory services. The company offers financial planning, asset allocation, portfolio monitoring and management, and pension consulting services. Vantage Financial Group serves individuals, trusts, estates, charitable organizations, corporations, and other business entities. With multiple... locations, they are headquartered in Cleveland, Ohio.Read More

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

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