VestaEdge

Financial Software · 1-10 Employees

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Overview

Phone Number

(610) 999-8535

Revenue

<$5 Million

Industry

Financial Software Software
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
1
1
1
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1

About VestaEdge

VestaEdge provides unique financial planning software that empowers consumers and financial advisors to preserve and maximize savings wealth before and during retirement. As "baby boomers" continue to retire in record numbers, the focus is on retirement income and expense management as retirees draw down on their accumulated wealth. VestaEdge's unique solutions leverage the proven power of optimization to create plans for both financial advisors and individual consumers to preserve assets, maximize savings wealth, and optimize withdrawals. The advantages of using VestaEdge's software include: Optimizing retirement plan withdrawals Using decumulation strategies to improve asset accumulation strategies Maximizing savings wealth for a growing number of retirees Driving knowledge and better informed decisions Streamlining services with VestaEdge's one-stop retirement hub Vesta sm is designed to help individuals work with their financial planners to maximize their savings wealth. If you doRead more
Popular SearchesVestaedge IncSIC Code 73,737NAICS Code 51,513Show more

VestaEdge Org Chart

BF

Executive Chairman & Chief Executive Officer

PhoneEmail
Jonathan Coopersmith, President at VestaEdge

President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

VestaEdge

<$5M
1-10
Private
-
2013
BF
Bruce FerlandExecutive Chairman & CEO
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
1983
SK
Sue KlauenbergOffice Manager
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
1998
KL
Kathleen LazorClient Relationship Manager
<$5M
1-10
Private
-
1989
MG
Michael GreenPresident & Chief Investment Officer
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Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

VestaEdge is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

VestaEdge is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about VestaEdge.

VestaEdge Tech Stack

A closer look at the technologies used by VestaEdge

Top Financial Software Companies

Frequently Asked Questions Regarding VestaEdge

What is VestaEdge's official website?
VestaEdge's official website is www.vestaedge.com
What is VestaEdge's Revenue?
VestaEdge's revenue is <$5 Million
What is VestaEdge's SIC code?
VestaEdge's SIC: 73,737
What is VestaEdge's NAICS code?
VestaEdge's NAICS: 51,513
How many employees does VestaEdge have?
VestaEdge has 1-10 employees
What industry does VestaEdge belong to?
VestaEdge is in the industry of: Financial Software, Software
What is VestaEdge competition?
VestaEdge top competitors include: Hull Wealth Management, Legacy One Financial, Klauenberg Retirement Solutions, Estes Wealth Strategies
What technology does VestaEdge use?
Some of the popular technologies that VestaEdge uses are: PHP 5.6, WordPress.org, PHP, Google Universal Analytics
How do I contact VestaEdge?
VestaEdge contact info: Phone number: (610) 999-8535 Website: www.vestaedge.com
What does VestaEdge do?

VestaEdge provides unique financial planning software that empowers consumers and financial advisors to preserve and maximize savings wealth before and during retirement. As "baby boomers" continue to retire in record numbers, the focus is on retirement income and expense management as retirees draw down on their accumulated wealth. VestaEdge's uni... que solutions leverage the proven power of optimization to create plans for both financial advisors and individual consumers to preserve assets, maximize savings wealth, and optimize withdrawals. The advantages of using VestaEdge's software include: Optimizing retirement plan withdrawals Using decumulation strategies to improve asset accumulation strategies Maximizing savings wealth for a growing number of retirees Driving knowledge and better informed decisions Streamlining services with VestaEdge's one-stop retirement hub Vesta sm is designed to help individuals work with their financial planners to maximize their savings wealth. If you do not have a financial planner who currently uses Vestasm, contact us and we will recommend an authorized financial planner.Read More

Is VestaEdge a public company?
VestaEdge is private company therefore does not currently have an official ticker symbol
See more information about VestaEdge

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