Vision Tech Group

Finance · United States · 1-10 Employees

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Overview

Headquarters

United States

Revenue

$7.5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
1
1
2
1
1

About Vision Tech Group

Vision Tech Group is a financial advisory firm dedicated to helping clients create impactful financial portfolios that enhance their lives and those of their families. They offer personalized services including investment strategies, retirement planning, and estate planning, tailored to meet individual needs and objectives. The firm emphasizes transparency and trust, providing complimentary financial check-ups to identify opportunities for clients. Serving the greater Houston area and states like Texas, Oklahoma, Louisiana, Florida, and California, Vision Tech Group aims to empower clients to achieve their financial goals and establish a strong financial foundation.Explore more
Vision Tech Group's Social MediaPopular SearchesVision Tech Group LLCVision Tech GroupSIC Code 62,628NAICS Code 52,523Show more

Vision Tech Group Org Chart

PhoneEmail
LJ
United States flag for contact location.

Founder & President

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Vision Tech Group

$7.5M
1-10
Private
-
2020
LJ
Lorri JeffersonFounder & President
<$5M
1-10
Private
-
-
VZ
Victoria ZimmermanManager, Customer Experience
<$5M
1-10
Private
-
-
CK
Caleb KimballManager, Operations
<$5M
1-10
Private
-
2006
MM
Matthew MorrisPartner, Chief Investment Officer
<$5M
1-10
Private
-
2009
Casey O'Leary, President at Trinity Wealth Management
Casey O'LearyPresident
<$5M
1-10
Private
-
2020
Dean Shill, Chief Operating Officer & Financial Advisor at Katapult Wealth Partners
Dean ShillChief Operating Officer & Financial Advisor
<$5M
1-10
Private
-
2017
NV
Nolan VenemaClient Service Assistant
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Vision Tech Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Vision Tech Group Tech Stack

A closer look at the technologies used by Vision Tech Group

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Frequently Asked Questions Regarding Vision Tech Group

What is Vision Tech Group's official website?
Vision Tech Group's official website is www.vision-tech-group.com
What is Vision Tech Group's Revenue?
Vision Tech Group's revenue is $7.5 Million
What is Vision Tech Group's SIC code?
Vision Tech Group's SIC: 62,628
What is Vision Tech Group's NAICS code?
Vision Tech Group's NAICS: 52,523
How many employees does Vision Tech Group have?
Vision Tech Group has 1-10 employees
What industry does Vision Tech Group belong to?
Vision Tech Group is in the industry of: Finance, Securities Trading
What is Vision Tech Group competition?
Vision Tech Group top competitors include: Katapult Wealth Partners, Inflection Point Wealth Management, Balam Wealth Management, Trinity Wealth Management
What technology does Vision Tech Group use?
Some of the popular technologies that Vision Tech Group uses are: GoCentral, Google Universal Analytics, Google Font API, YouTube
What does Vision Tech Group do?

Vision Tech Group is a financial advisory firm dedicated to helping clients create impactful financial portfolios that enhance their lives and those of their families. They offer personalized services including investment strategies, retirement planning, and estate planning, tailored to meet individual needs and objectives. The firm emphasizes tran... sparency and trust, providing complimentary financial check-ups to identify opportunities for clients. Serving the greater Houston area and states like Texas, Oklahoma, Louisiana, Florida, and California, Vision Tech Group aims to empower clients to achieve their financial goals and establish a strong financial foundation.Read More

What are Vision Tech Group social media links?
Vision Tech Group Linkedin page Vision Tech Group Facebook page
Is Vision Tech Group a public company?
Vision Tech Group is private company therefore does not currently have an official ticker symbol
See more information about Vision Tech Group

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