Vantage Impact

Business Services · United States · 1-10 Employees

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Overview

Headquarters

United States

Revenue

<$5 Million

Industry

Business Services Project Management
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About Vantage Impact

Vantage Impact specializes in transition consulting for financial advisors, assisting them in launching their own Registered Investment Advisor (RIA), joining existing firms, or changing broker-dealers. Their team provides confidential support, resources, and a detailed playbook to ensure a smooth transition process. They cater to financial advisors seeking to improve their business experience and find the right fit for their clients without incurring costs for their services. With a focus on confidentiality and unbiased judgment, Vantage Impact has successfully helped over 1,500 advisors navigate their career transitions.Explore more
Vantage Impact's Social MediaPopular SearchesVantage ImpactSIC Code 87,874NAICS Code 54,541Show more

Vantage Impact Org Chart

Boston Cardinal, Chief Executive Officer at Vantage Impact
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Chief Executive Officer

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MC
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Content Strategist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Vantage Impact

<$5M
1-10
Private
-
2020
$6.9M
11-50
Private
-
-
DS
David SchneiderFounder & CEO
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
1-10
Private
-
-
NC
Nicholas CarrDirector, Operations
<$5M
1-10
Private
-
-
Thomas Holliger, President & Manager, Private Wealth at Holliger Financial Consultants
Thomas HolligerPresident & Manager, Private Wealth
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Vantage Impact is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Vantage Impact is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Vantage Impact.

Vantage Impact Tech Stack

A closer look at the technologies used by Vantage Impact

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Frequently Asked Questions Regarding Vantage Impact

What is Vantage Impact's official website?
Vantage Impact's official website is www.vantageimpact.com
What is Vantage Impact's Revenue?
Vantage Impact's revenue is <$5 Million
What is Vantage Impact's SIC code?
Vantage Impact's SIC: 87,874
What is Vantage Impact's NAICS code?
Vantage Impact's NAICS: 54,541
How many employees does Vantage Impact have?
Vantage Impact has 1-10 employees
What industry does Vantage Impact belong to?
Vantage Impact is in the industry of: Business Services, Project Management
What is Vantage Impact competition?
Vantage Impact top competitors include: Alliance Wealth Advisors, Ratcliff Financial Services, Holliger Financial Consultants, Schneider Wealth Strategies
What technology does Vantage Impact use?
Some of the popular technologies that Vantage Impact uses are: HubSpot, Google Tag Manager, GoDaddy DNS, Google Workspace
What does Vantage Impact do?

Vantage Impact specializes in transition consulting for financial advisors, assisting them in launching their own Registered Investment Advisor (RIA), joining existing firms, or changing broker-dealers. Their team provides confidential support, resources, and a detailed playbook to ensure a smooth transition process. They cater to financial advisor... s seeking to improve their business experience and find the right fit for their clients without incurring costs for their services. With a focus on confidentiality and unbiased judgment, Vantage Impact has successfully helped over 1,500 advisors navigate their career transitions.Read More

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

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