Vera Planning Revenue

Financial Services • Marietta, Georgia, United States • 21-50 Employees

Vera Planning revenue & valuation

Annual revenue	$2,053,320
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$6,600,000
Total funding	No funding

Key Contacts at Vera Planning

Arthur Bush

Co-Founder And Managing Partner

Matt Carter

Client Acquisition Director

Dave Slovin

Chief Marketing Officer - Fractional

Daniel Simmons

Director Of Technology

Wendy Wilson

Wealth Operations Director

Company overview

Headquarters	320 Cherokee Street NE, Suite D, Marietta, Georgia 30060, US
Phone number	+16782505099
Websites	veraplanning.com vitafinancial.com
NAICS	52
Keywords	Investments, Personal Finance, Group Benefits, Insurance, Financial Planning, Retirement, Financial Instruction
Founded	2015
Employees	21-50
Socials

Vera Planning Email Formats

Vera Planning uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@vitafinancial.com), used 70% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@vitafinancial.com	70%
{first name}.{last name}	john.doe@vitafinancial.com	30%

About Vera Planning

At Vera Planning, we understand that time is your most precious commodity. As your dedicated financial planners, our goal is to manage your finances so you can confidently achieve your goals – build wealth, manage risk, and plan for the future. Whether you’re just reaching your first executive milestone, starting your family, planning for retirement, or passing on your legacy to future generations, it’s time to own your story. Members of Vera Planning are licensed to sell Insurance Products in the following jurisdictions: Alabama, Arizona, California, Colorado, Florida, Georgia, Maryland, Minnesota, Missouri, Nevada, New Jersey, North Carolina, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, and Mississippi. Members of Vera Planning are licensed to sell Securities Products in the following jurisdictions: Alabama, Arizona, California, Colorado, Florida, Georgia, Indiana, Maryland, Massachusetts, Missouri, New Jersey, New York, North Carolina, South Carolina, Tennessee, Texas, Virginia, Washington, and West Virginia. Important disclosures can be found here: https://veraplanning.com/disclosures-and-licensing

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Manager

Director

Employees by Department

Vera Planning has 9 employees across 7 departments.

Departments

Number of employees

Funding Data

Vera Planning has never raised funding before.

Frequently asked questions

Vera Planning is located in Marietta, Georgia, US.

You can reach Vera Planning at +16782505099.

Vera Planning generates an estimated annual revenue of $2,053,320. This revenue figure reflects the company's market position and business performance in its industry.

Vera Planning has an estimated valuation of $6,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Vera Planning was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

Vera Planning has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.