Vestia

Finance · Indiana, United States · 11-50 Employees

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Overview

Headquarters

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

Phone Number

(260) 410-2330

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
2
1
1
1
1
1

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

Vestia Org Chart

PhoneEmail
NB
United States flag for contact location.

Project Manager, Residential

PhoneEmail
JD
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Financial Advisor & Partner

PhoneEmail
KD
United States flag for contact location.

Support Advisor

PhoneEmail
JD
United States flag for contact location.

Financial Advisor

PhoneEmail
BS
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Senior Service Advisor

PhoneEmail
LH
United States flag for contact location.

Support Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Vestia

<$5M
11-50
Private
<$5M
2017
NB
Nicole BechahedProject Manager, Residential
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
11-50
Private
-
1984
TJ
Thomas JohnsonAdministrative Assistant
<$5M
1-10
Private
-
1977
NS
Nancy SpringlerManager, Client Services
<$5M
1-10
Private
-
2002
SW
Susanna WalkerDirector, Client Services
<$5M
1-10
Private
-
2004
JG
Joel GreenbergFounder & Principal
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

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

Most Recent Scoops

Left Company
Executive Move
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

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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?

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

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

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