Vestia

Q: What is Vestia's official website?

Vestia's official website is www.vestia.com

Q: What is Vestia's Revenue?

Vestia's revenue is <$5 Million

Q: What industry does Vestia belong to?

Vestia is in the industry of: Finance , Securities Trading

Q: What is Vestia competition?

Vestia top competitors include: Stratos Wealth Advisors , FRS Capital Management , Bellingrath Wealth , Handford Financial Strategies

Q: What technology does Vestia use?

Some of the popular technologies that Vestia uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, GoDaddy DNS

Q: How do I contact Vestia?

Vestia contact info: Phone number: (260) 410-2330 Website: www.vestia.com

Q: What does Vestia do?

While some wealth advisors set their sights only on the sunset of your life, Vestia advisors would rather look at the bigger picture. We can help you make decisions and navigate complexities that make your life easier every day, starting right now.... Read More

Q: Is Vestia a public company?

Vestia is private company therefore does not currently have an official ticker symbol

Finance · Indiana, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

9121 Illinois Rd Ste 51, Fort Wayne, Ind...

Phone Number

(260) 410-2330

Website

www.vestia.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

ZI Rank: 1

Signal Type

Jan

Feb

Mar

Apr

May

Jun

ZI Rank

About Vestia

While some wealth advisors set their sights only on the sunset of your life, Vestia advisors would rather look at the bigger picture. We can help you make decisions and navigate complexities that make your life easier every day, starting right now.Explore more

Is this data correct?

View contact profiles from Vestia

Popular SearchesVestiaVestia Insurance LLCVestia LLCVestia Advisors LLCVestia Holdings LLCSIC Code 62,628NAICS Code 52,523Show more

Vestia Org Chart

Phone

Nicole Bechahed

Project Manager, Residential

Phone

Customer Service Administrator

Phone

Client Services Administrator

Phone

Client Services Administrator

Phone

Financial Advisor & Partner

Phone

Support Advisor

Phone

Supporting Advisor

Phone

Financial Advisor

Phone

Senior Service Advisor

Phone

Support Advisor

Phone

Get the full picture

Is Vestia your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Last 7 days

Website visits: Recent activity has been detected on your website

Vestia, which may be a good buyer, showed buying intent in Masked Content Topic

Check out if Vestia is spiking on competitors!

Funding: Get notified immidiatlly once Vestia has new funding data

Earning: See what the market has to say on Vestia recently announced quarterly report

Product Launch: Get notified when Vestia launches new products

Congratulate Masked Content for being promoted to Masked Content at Vestia

Competitive Alert! Recent activity has been detected by your competitor Masked Content

Check if Vestia has recently received funding, and reach out quickly before it becomes old news!

Click to see if Vestia had a recent Job posting/layoffs

Recommended Actions

Introduce yourself to Masked Content, who has shown a strong intent to purchase lately

Find 2 more new buyers

Compare Similar Companies to Vestia

Compare insights from companies similar to Vestia, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Vestia

<$5M

11-50

Private

<$5M

2017

Nicole BechahedProject Manager, Residential

Great Lakes Wealth Adviso...

<$5M

1-10

Private

2006

Alan FischerOwner, Founder, and Senior Wealth Manager

FRS Capital Management

<$5M

11-50

Private

1984

Lyssa ClewellCode Intern

Bellingrath Wealth

<$5M

1-10

Private

1977

Nancy SpringlerManager, Client Services

Handford Financial Strate...

<$5M

1-10

Private

2002

Susanna WalkerDirector, Client Services

Wealth Advisory Services

<$5M

1-10

Private

2004

Joel GreenbergFounder & Principal

Stratos Wealth Advisors

<$5M

1-10

Private

N/A

View Email Formats for Vestia

Among all Finance companies

Low Activity

High Activity

Activity Insights

Vestia is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Vestia financials insights

Gather financial insights about Vestia, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Vestia's Financials Insights

Vestia Tech Stack

A closer look at the technologies used by Vestia

Google Cloud Web Serving

Google

Google Cloud Platform

See more technologies

Most Recent Scoops

Left Company

Executive Move

Vestia has announced that Thomas Martin, Chief Executive Officer, has left the organization.

Promotion

Executive Move

Vestia has announced that Lauren Oschman has been promoted from Chief Experience Officer to the role of Chief Executive Officer.

Funding

Vestia has received an SBA PPP loan for $150,000-350,000 from JPMorgan Chase Bank, supporting the retention of 12 jobs.

Funding

See more scoops

Vestia News & Media

Ratos companies Vestia Construction Group and HENT AS are building Kaj 16 – a new wooden landmark that will redefine the skyline of Gothenburg
Ratos companies Vestia Construction Group (which is part of SSEA Group) and HENT AS are building, together with Vasakronan, Kaj 16 – a new landmark in Gothenburg. The construction cost for Kaj 16 is expected to amount to approximately SEK 1.6 billion, of which a significant part has been allocated to Vestia and HENT. Kaj 16 was designed by the Danish architectural firm Dorte Mandrup and, at 78 meters, will be Gothenburg's tallest wooden building.
news.cision.com
CORRECTING and REPLACING PHOTO Vestia Personal Wealth Advisors Promotes Kameron Helmuth, CFP®, CHFC®, to Partner
FORT WAYNE, Ind.--(BUSINESS WIRE)-- #Vestia--Vestia is proud to promote Kameron Helmuth to Partner!
www.businesswire.com
Vestia Personal Wealth Advisors Promotes Kameron Helmuth, CFP®, CHFC®, to Partner
FORT WAYNE, Ind.--(BUSINESS WIRE)-- #Vestia--Vestia is proud to promote Kameron Helmuth to Partner!
www.businesswire.com

Top Finance Companies

Frequently Asked Questions Regarding Vestia

What is Vestia's official website?

Vestia's official website is www.vestia.com

What is Vestia's Revenue?

Vestia's revenue is <$5 Million

What is Vestia's SIC code?

Vestia's SIC: 62,628

What is Vestia's NAICS code?

Vestia's NAICS: 52,523

How many employees does Vestia have?

Vestia has 11-50 employees

What industry does Vestia belong to?

Vestia is in the industry of: Finance, Securities Trading

What is Vestia competition?

Vestia top competitors include: Stratos Wealth Advisors, FRS Capital Management, Bellingrath Wealth, Handford Financial Strategies

What technology does Vestia use?

Some of the popular technologies that Vestia uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, GoDaddy DNS

How do I contact Vestia?

Vestia contact info: Phone number: (260) 410-2330 Website: www.vestia.com

What does Vestia do?

Is Vestia a public company?

Vestia is private company therefore does not currently have an official ticker symbol

See more information about Vestia

Vestia Latest Hires and Their Positions

Vestia is expanding and recently hired new employees. Here are the latest additions to the team.

Brandon Sickmiller

Senior Service Advisor

Joined Feb 1, 2026

Phone

Paige Talacko

Client Services Administrator

Joined Feb 1, 2026

Phone

Sell Smarter. Win Faster.

Level up your game to ZoomInfo Copilot, intuitive AI that turns your data and high-quality ZoomInfo data into an unfair advantage for your go-to-market teams.