Vertex Planning Partners
Finance · Illinois, United States · 11-50 Employees
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Overview
Headquarters
3000 Woodcreek Dr Ste 100, Downers Grove...Phone Number
(630) 836-3300Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
1
1
1
1
1
About Vertex Planning Partners
Vertex Planning Partners specializes in customized wealth management services, estate planning, generational wealth solutions, and tax planning strategies. They focus on providing thoughtful financial guidance to individuals, families, and business owners seeking to achieve their unique financial goals. With a team of experienced advisors, Vertex emphasizes building strong client relationships and delivering comprehensive, tailored financial plans. Their PATH approach ensures that clients receive personalized support in navigating their financial journeys.Explore more
Vertex Planning Partners Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$9.3M
11-50
Private
<$5M
2012
Jason HerberFounding Partner. Senior Wealth Advisor, Chief Financial Officer
Company Profile Activity
Activity Insights
Vertex Planning Partners is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Vertex Planning Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Vertex Planning Partners.
Vertex Planning Partners financials insights
Gather financial insights about Vertex Planning Partners, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Vertex Planning Partners Tech Stack
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Vertex Planning Partners specializes in customized wealth management services, estate planning, generational wealth solutions, and tax planning strategies. They focus on providing thoughtful financial guidance to individuals, families, and business owners seeking to achieve their unique financial goals. With a team of experienced advisors, Vertex e... Read More
