Vivant Financial Services

Finance · Colorado, United States · 11-50 Employees

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Overview

Headquarters

940 Kimbark St Unit 3, Longmont, Colorad...

Phone Number

(720) 797-5967

Revenue

$5.7 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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ZI Rank
1
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About Vivant Financial Services

Vivant Financial Services specializes in investment management and strategic wealth planning, aiming to be a trusted advisor for their clients. They offer a range of services including asset management, financial planning, retirement guidance, tax efficiency, education funding, and estate considerations. Their intended clients include retirees, families, business owners, corporate executives, and professionals in legal and healthcare fields. The firm is dedicated to helping clients navigate financial challenges and achieve their long-term goals with a focus on building lasting relationships based on trust and integrity.Explore more
Vivant Financial Services's Social MediaPopular SearchesVivant Financial ServicesSIC Code 62,628NAICS Code 52,523Show more

Vivant Financial Services Org Chart

PhoneEmail
RM
United States flag for contact location.

President & Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Vivant Financial Services

$5.7M
11-50
Private
-
2013
RM
Ryan MasonPresident & Wealth Advisor
<$5M
11-50
Private
-
2016
KT
Kevin ThompsonPresident & Financial Advisor
<$5M
11-50
Private
-
1992
CH
Charles HarpsterChief Investment Officer
<$5M
1-10
Private
-
2013
N/A
<$5M
1-10
Private
-
2005
DP
Diana PedersenBenefits Specialist
<$5M
1-10
Private
-
2014
N/A
<$5M
1-10
Private
-
-
DH
Dylan HaleFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Vivant Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Vivant Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Vivant Financial Services.

Vivant Financial Services Tech Stack

A closer look at the technologies used by Vivant Financial Services

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Frequently Asked Questions Regarding Vivant Financial Services

What is Vivant Financial Services's official website?
Vivant Financial Services's official website is www.vivantfinancial.com
What is Vivant Financial Services's Revenue?
Vivant Financial Services's revenue is $5.7 Million
What is Vivant Financial Services's SIC code?
Vivant Financial Services's SIC: 62,628
What is Vivant Financial Services's NAICS code?
Vivant Financial Services's NAICS: 52,523
How many employees does Vivant Financial Services have?
Vivant Financial Services has 11-50 employees
What industry does Vivant Financial Services belong to?
Vivant Financial Services is in the industry of: Finance, Securities Trading
What is Vivant Financial Services competition?
Vivant Financial Services top competitors include: Level Wealth Management, Valor Private Wealth, Financial Partners, Starr Investments
What technology does Vivant Financial Services use?
Some of the popular technologies that Vivant Financial Services uses are: Drupal, Proofpoint, Google Tag Manager, GoDaddy DNS
How do I contact Vivant Financial Services?
Vivant Financial Services contact info: Phone number: (720) 797-5967 Website: www.vivantfinancial.com
What does Vivant Financial Services do?

Vivant Financial Services specializes in investment management and strategic wealth planning, aiming to be a trusted advisor for their clients. They offer a range of services including asset management, financial planning, retirement guidance, tax efficiency, education funding, and estate considerations. Their intended clients include retirees, fam... ilies, business owners, corporate executives, and professionals in legal and healthcare fields. The firm is dedicated to helping clients navigate financial challenges and achieve their long-term goals with a focus on building lasting relationships based on trust and integrity.Read More

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

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