Vibrance Wealth Management
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
19656 Stevens Creek Blvd, Cupertino, Cal...Phone Number
(408) 475-8883Website
www.vibrancewealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
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ZI Rank
1
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1
About Vibrance Wealth Management
Vibrance Wealth Management is an independent boutique wealth management firm located in Silicon Valley, California, specializing in holistic financial planning and goal-based investment management. The firm caters to high-net-worth individuals, families, and corporations with complex financial needs, offering tailored strategic solutions to help grow, preserve, and transfer wealth in a tax-efficient manner. With a mission to elevate financial literacy and promote the importance of financial planning, Vibrance emphasizes integrity, trust, and personalized service. Led by President Lindy Chan, the firm is committed to educating clients and providing exceptional experiences to empower them in achieving financial confidence and freedom.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Vibrance Wealth Managemen...
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Vibrance Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Vibrance Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Vibrance Wealth Management.
Vibrance Wealth Management Tech Stack
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Vibrance Wealth Management is an independent boutique wealth management firm located in Silicon Valley, California, specializing in holistic financial planning and goal-based investment management. The firm caters to high-net-worth individuals, families, and corporations with complex financial needs, offering tailored strategic solutions to help gr... Read More
