Private Vista
Financial Services • 
1 N. Franklin St, Suite 1250, United States • 21-50 Employees
Company overview
| Headquarters | 1 N. Franklin St, Suite 1250, Chicago, Illinois 60606, US |
| Phone number | +16304550600 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Comprehensive Financial Planning, Tax Planning, Education Planning, Divorce, Business Succession, Wealth Transfer, Private Investments, Alternative Investments, Estate Planning, Investment Management, Cash Flow, Legacy Planning, Retirement Income Planning, Family Meeting Facilitation, Generational Wealth Planning, Insurance Analysis, 401(K) Consulting, Stock Option Planning, Fringe Benefit Planning, Qualified Retirement Plan Design, Fringe Benefit Analysis & Planning, Survivor Analysis |
| Founded | 1992 |
| Employees | 21-50 |
| Socials |
Key Contact at Private Vista
Joe Feldmann
Director Of Investments
Private Vista Email Formats
Private Vista uses 4 email formats. The most common is {first name}{last name} (e.g., johndoe@myprivatevista.com), used 48.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@myprivatevista.com | 48.3% |
{first initial}{last name} | jdoe@myprivatevista.com | 31% |
{last name}{last name} | doedoe@myprivatevista.com | 13.8% |
{first initial} | j@myprivatevista.com | 6.9% |
About Private Vista
Worried about how you want to spend your retirement while still feeling fulfilled in your life? Recently widowed or divorced and overwhelmed by where to look for financial support and resources? Unsure of how you can get the kids through college and create special memories from the family vacations you imagined? That’s where we can help. At Private Vista, we’ve developed an evolved approach to financial planning and investment management that helps answer some of the more difficult questions. Our team of trusted advisors will work closely with you to not only help build your financial resources, but also help align those resources with your life goals. Through our process, we will help define your Private Vista – a clear view of how you want to invest not just your money, but also your time and energy to achieve your definition of an enriched and fulfilling life. By bridging the gap between financial decisions and life goals, we’ve helped clients live out their Private Vista. Our team cares about more than just working with you to achieve financial success. We want to help you reach personal success – feeling enriched and fulfilled in your life. With offices in Chicago, IL and Oak Brook, IL, we work with over 1,200 households located in the Chicagoland area and across the U.S. Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
Private Vista revenue & valuation
| Annual revenue | $3,422,200 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $11,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Private Vista has 19 employees across 3 departments.
Departments
Number of employees
Funding Data
Private Vista has never raised funding before.
Private Vista Tech Stack
Discover the technologies and tools that power Private Vista's digital infrastructure, from frameworks to analytics platforms.
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Development
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Italy
Spain
New Zealand
United Kingdom
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Frequently asked questions
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