VIDA Wealth Partners

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

929 Santa Barbara St, Santa Barbara, Cal...

Phone Number

(805) 962-8455

Revenue

<$5 Million

Industry

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

About VIDA Wealth Partners

VIDA Wealth Partners is a comprehensive wealth management firm that employs a consultative approach to financial and investment planning. The firm specializes in providing services to a limited number of high-net-worth individuals, closely held corporations, trusts, and pensions. With a focus on building long-term and mutually beneficial relationships, VIDA is committed to delivering world-class client service and meeting the highly individualized needs of their clients. They prioritize adding substantial value for clients and aim to maintain lifelong or multigenerational partnerships.Explore more
Popular SearchesVida Wealth PartnersWealth Partners IncVida Wealth Partners IncVida Wealth Partners - 200SIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

VIDA Wealth Partners

<$5M
1-10
Private
-
2005
N/A
<$5M
11-50
Private
<$5M
2006
DR
Dale RubinFounding Partner, Chief Investment Officer
<$5M
11-50
Private
-
2003
SB
Suzette BroussardAdministrative Officer Chief Compliance Officer Partner
<$5M
1-10
Private
-
1996
CC
Cameron CassedyVice President
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2007
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

VIDA Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

VIDA Wealth Partners Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding VIDA Wealth Partners

What is VIDA Wealth Partners's official website?
VIDA Wealth Partners's official website is www.vidawealthpartners.com
What is VIDA Wealth Partners's Revenue?
VIDA Wealth Partners's revenue is <$5 Million
What is VIDA Wealth Partners's SIC code?
VIDA Wealth Partners's SIC: 62,628
What is VIDA Wealth Partners's NAICS code?
VIDA Wealth Partners's NAICS: 52,523
How many employees does VIDA Wealth Partners have?
VIDA Wealth Partners has 1-10 employees
What industry does VIDA Wealth Partners belong to?
VIDA Wealth Partners is in the industry of: Finance, Securities Trading
What is VIDA Wealth Partners competition?
VIDA Wealth Partners top competitors include: Choice Wealth Advisors, Orbis Wealth Consulting, Summit Financial Wealth Advisors, RCN Wealth Management
What technology does VIDA Wealth Partners use?
Some of the popular technologies that VIDA Wealth Partners uses are: GoDaddy DNS, Amazon Web Hosting, DigitalOcean, Apache HTTP Server
How do I contact VIDA Wealth Partners?
VIDA Wealth Partners contact info: Phone number: (805) 962-8455 Website: www.vidawealthpartners.com
What does VIDA Wealth Partners do?

VIDA Wealth Partners is a comprehensive wealth management firm that employs a consultative approach to financial and investment planning. The firm specializes in providing services to a limited number of high-net-worth individuals, closely held corporations, trusts, and pensions. With a focus on building long-term and mutually beneficial relationsh... ips, VIDA is committed to delivering world-class client service and meeting the highly individualized needs of their clients. They prioritize adding substantial value for clients and aim to maintain lifelong or multigenerational partnerships.Read More

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

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