Vestia

Finance · United States · 1-10 Employees

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Overview

Headquarters

United States

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Vestia

Vestia Personal Wealth Advisors specializes in providing financial planning services tailored for physicians, helping them leverage their wealth to achieve a balanced and fulfilling life. With over 175 years of combined experience, they serve more than 500 client households, focusing on empowering clients to make informed financial decisions. Their mission is to create 'Wealth That Matters' by addressing the unique financial challenges faced by medical professionals. Vestia aims to build lasting relationships with clients, offering guidance in various areas including investment strategy, insurance, and estate planning.Explore more
Vestia's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Vestia Org Chart

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Chief Development Officer & Partner

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Office Administrator

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Support Advisor

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Compare Similar Companies to Vestia

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Vestia

<$5M
1-10
Private
-
-
FF
Forrest FriedowChief Development Officer & Partner
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2007
EN
Erin NeilInvestment Advisor & Representative
<$5M
1-10
Private
-
2006
SY
Shveta YadavAdministrative Assistant
<$5M
1-10
Private
-
2002
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Vestia Tech Stack

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Frequently Asked Questions Regarding Vestia

What is Vestia's official website?
Vestia's official website is www.vestiaadvisors.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 1-10 employees
What industry does Vestia belong to?
Vestia is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Vestia competition?
Vestia top competitors include: Charles Carroll Financial Partners, Stockade Wealth Management, Allegiance Financial Services, VISTA Wealth Strategies
What technology does Vestia use?
Some of the popular technologies that Vestia uses are: WordPress.org, PHP, Cloudflare Website Optimization, Google Cloud Web Serving
What does Vestia do?

Vestia Personal Wealth Advisors specializes in providing financial planning services tailored for physicians, helping them leverage their wealth to achieve a balanced and fulfilling life. With over 175 years of combined experience, they serve more than 500 client households, focusing on empowering clients to make informed financial decisions. Their... mission is to create 'Wealth That Matters' by addressing the unique financial challenges faced by medical professionals. Vestia aims to build lasting relationships with clients, offering guidance in various areas including investment strategy, insurance, and estate planning.Read More

What are Vestia social media links?
Vestia Linkedin page Vestia Facebook page
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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