Vantage Point Private Wealth
Investment, Funds and Trusts • 
Madison, Wisconsin, United States • 1-10 Employees
Company overview
| Headquarters | 440 Science Drive, Suite 303, Madison, WI 53711, US |
| Websites | |
| Keywords | Retirees, Business Owners, Pre-Retirees, Public Company Employees |
| Employees | 1-10 |
Key Contact at Vantage Point Private Wealth
Mark Morasky
Managing Director, Wealth Manager
Vantage Point Private Wealth Email Formats
Vantage Point Private Wealth uses 2 email formats. The most common is {first initial} (e.g., j@vppwealth.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@vppwealth.com | 66.7% |
{first name} | john@vppwealth.com | 33.3% |
About Vantage Point Private Wealth
When you put your financial life in the hands of a knowledgeable, experienced guide, you may give yourself the freedom to focus on what you love. Through innovative strategies, creative thinking, and thoughtful guidance, we walk with you every step of the way between where you are today, your ideal future, and your desired legacy. We do this by combining our decades of experience with our ability to see life through your eyes. The result? A truly custom and dynamic financial plan that reflects your unique needs today and goals for tomorrow.
Vantage Point Private Wealth revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment, Funds and Trusts industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Vantage Point Private Wealth has 3 employees across 2 departments.
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Number of employees
Funding Data
Vantage Point Private Wealth has never raised funding before.
Vantage Point Private Wealth Tech Stack
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United Kingdom
India
Frequently asked questions
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