Vernal Point Advisors

Financial Software · California, United States · 11-50 Employees

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Overview

Headquarters

235 Montgomery St Ste 1120, San Francisc...

Phone Number

(415) 237-3530

Revenue

<$5 Million

Industry

Financial Software Software Business Services Project Management

About Vernal Point Advisors

Vernal Point Advisors partners with families to build and manage efficient single family offices, offering tailored solutions that align with each family's unique goals. Their approach emphasizes comprehensive strategic wealth planning and allows families to either outsource management or enhance their existing family office. The firm is dedicated to value creation, ensuring that the family offices they develop pay for themselves by a multiple. With a team experienced in managing over $25 billion in assets, Vernal Point serves families with a collective net worth of $10 billion.Explore more
Vernal Point Advisors's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Vernal Point Advisors Org Chart

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MG
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Chief Investment Officer

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JT
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Managing Director, Portfolio Management

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ML
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Principal, Managing Director of Wealth Strate...

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EW
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Managing Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Vernal Point Advisors

<$5M
11-50
Private
<$5M
2012
MG
Mark GuinneyChief Investment Officer
$8.6M
11-50
Private
-
2010
Gordon Menard, Founding Partner at Sterling Total Wealth Solutions
Gordon MenardFounding Partner
$6.9M
11-50
Private
<$5M
2011
Randal Golden, Co-Founder & Chief Financial Officer at Vivaldi Capital Management
Randal GoldenCo-Founder & Chief Financial Officer
<$5M
1-10
Private
-
2000
Stephen Haberstroh, Managing Director at CastleKeep Investment Advisors
Stephen HaberstrohManaging Director
<$5M
1-10
Private
-
2011
MK
Maureen KimballSenior Vice President, Senior Wealth Manager
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Vernal Point Advisors Tech Stack

A closer look at the technologies used by Vernal Point Advisors

Top Financial Software Companies

Frequently Asked Questions Regarding Vernal Point Advisors

What is Vernal Point Advisors's official website?
Vernal Point Advisors's official website is www.vernalpoint.com
What is Vernal Point Advisors's Revenue?
Vernal Point Advisors's revenue is <$5 Million
What is Vernal Point Advisors's SIC code?
Vernal Point Advisors's SIC: 62,628
What is Vernal Point Advisors's NAICS code?
Vernal Point Advisors's NAICS: 52,523
How many employees does Vernal Point Advisors have?
Vernal Point Advisors has 11-50 employees
What industry does Vernal Point Advisors belong to?
Vernal Point Advisors is in the industry of: Financial Software, Software, Business Services
What is Vernal Point Advisors competition?
Vernal Point Advisors top competitors include: Vivaldi Capital Management, Sterling Total Wealth Solutions, CastleKeep Investment Advisors, Bay Harbor Wealth Management
What technology does Vernal Point Advisors use?
Some of the popular technologies that Vernal Point Advisors uses are: Proofpoint, GoDaddy DNS, Amazon Web Hosting, Google Workspace
How do I contact Vernal Point Advisors?
Vernal Point Advisors contact info: Phone number: (415) 237-3530 Website: www.vernalpoint.com
What does Vernal Point Advisors do?

Vernal Point Advisors partners with families to build and manage efficient single family offices, offering tailored solutions that align with each family's unique goals. Their approach emphasizes comprehensive strategic wealth planning and allows families to either outsource management or enhance their existing family office. The firm is dedicated... to value creation, ensuring that the family offices they develop pay for themselves by a multiple. With a team experienced in managing over $25 billion in assets, Vernal Point serves families with a collective net worth of $10 billion.Read More

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

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