Vertex Wealth Management
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
640 W California Ave Ste 210, Sunnyvale,...Phone Number
(408) 769-6034Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Vertex Wealth Management
Vertex Wealth Management, led by Mera Tawfik-Oshana, AIF®, offers a range of financial services including investment advisory, retirement planning, and various insurance products such as life and disability income insurance. The firm is dedicated to providing superior client service and aims to help clients achieve competitive returns on their investments. They provide valuable resources like newsletters and financial calculators to assist clients in making informed decisions. Vertex Wealth Management primarily serves clients in states including California, Colorado, Georgia, Michigan, Nevada, New Jersey, South Carolina, and Tennessee.Explore more
Popular SearchesVertex Wealth ManagementVertex Wealth Management IncSIC Code 62,628NAICS Code 52,523Show more
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Revenue
Number of Employees
Type
Funding
Founded In
Vertex Wealth Management
<$5M
1-10
Private
-
2018
N/A
Company Profile Activity
Activity Insights
Vertex Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Vertex Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Vertex Wealth Management.
Vertex Wealth Management Tech Stack
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Vertex Wealth Management, led by Mera Tawfik-Oshana, AIF®, offers a range of financial services including investment advisory, retirement planning, and various insurance products such as life and disability income insurance. The firm is dedicated to providing superior client service and aims to help clients achieve competitive returns on their inve... Read More
