Vantage Financial Partners

Finance · Illinois, United States · 11-50 Employees

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Overview

Headquarters

9 N Vail Ave Ste 201, Arlington Heights,...

Phone Number

(847) 590-9191

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Vantage Financial Partners

Vantage Financial is a holistic wealth management firm based in Palatine, Illinois, serving individuals and families nationwide since 1989. The firm emphasizes a relational approach that fosters long-term client relationships grounded in integrity, trust, and openness. Their services combine advanced planning and investment strategies to empower clients in making wise financial decisions that align with their life priorities. Vantage Financial aims to help clients navigate financial challenges while providing peace, prosperity, and purpose in their lives.Explore more
Vantage Financial Partners's Social MediaPopular SearchesVantage Financial Partners LtdVantage Financial PartnersVantage Financial Partners Limited IncVantage Financial LtdVantage Financial Planning LtdSIC Code 62,628NAICS Code 52,523Show more

Vantage Financial Partners Org Chart

PhoneEmail
DZ
United States flag for contact location.

Manager, Investment

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Manager, Investment

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JL
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Manager, Operations & Technology

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JF
United States flag for contact location.

Wealth Advisor

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JK
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Wealth Advisor

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TV
United States flag for contact location.

Wealth Advisor

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KR
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Investment

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Vantage Financial Partner...

<$5M
11-50
Private
<$5M
1989
DZ
Daniel ZalipskiManager, Investment
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
<$5M
1-10
Private
-
2010
BH
Bradley HainesChief Investment Officer
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2013
ER
Eugene RiceWealth Advisor & President & Owner
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Vantage Financial Partners financials insights

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

2020

Debt

$150K

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Vantage Financial Partners Tech Stack

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Vantage Financial Partners News & Media

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Frequently Asked Questions Regarding Vantage Financial Partners

What is Vantage Financial Partners's official website?
Vantage Financial Partners's official website is www.vantagefinancial.com
What is Vantage Financial Partners's Revenue?
Vantage Financial Partners's revenue is <$5 Million
What is Vantage Financial Partners's SIC code?
Vantage Financial Partners's SIC: 62,628
What is Vantage Financial Partners's NAICS code?
Vantage Financial Partners's NAICS: 52,523
How many employees does Vantage Financial Partners have?
Vantage Financial Partners has 11-50 employees
What industry does Vantage Financial Partners belong to?
Vantage Financial Partners is in the industry of: Finance, Securities Trading
What is Vantage Financial Partners competition?
Vantage Financial Partners top competitors include: Sherwood Investment Services, Wealth Advisory Services, HFG Wealth Management, Juncture Wealth Strategies
What companies has Vantage Financial Partners acquired?
Vantage Financial Partners has acquired the companies: Vantage Financial Partners
What technology does Vantage Financial Partners use?
Some of the popular technologies that Vantage Financial Partners uses are: Sectigo, Hostgator, Shutterstock, Hostgator Email
How do I contact Vantage Financial Partners?
Vantage Financial Partners contact info: Phone number: (847) 590-9191 Website: www.vantagefinancial.com
What does Vantage Financial Partners do?

Vantage Financial is a holistic wealth management firm based in Palatine, Illinois, serving individuals and families nationwide since 1989. The firm emphasizes a relational approach that fosters long-term client relationships grounded in integrity, trust, and openness. Their services combine advanced planning and investment strategies to empower cl... ients in making wise financial decisions that align with their life priorities. Vantage Financial aims to help clients navigate financial challenges while providing peace, prosperity, and purpose in their lives.Read More

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

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