Vertera Financial

Financial Services • 4301 N Damen Ave, Chicago, United States • 1-10 Employees

Company overview

Headquarters	4301 N Damen Ave, Chicago, Illinois 60618, US
Website	verterafinancial.com
NAICS	52
Keywords	Succession Planning, Wealth Management, Retirement Planning, Financial Planning, Estate Planning, Generational Planning, Lgbtqia+ Clients
Founded	2025
Employees	1-10

Key Contact at Vertera Financial

John C. Egan

Founder - Advisor

About Vertera Financial

Vertera Financial was founded to offer what the traditional financial world often overlooks: real relationships, personalized guidance, and values-aligned service. The name comes from the Latin vertere—to turn, to change, to transform—reflecting how we help clients move forward with clarity and confidence. Based in Chicago’s North Side, our work is shaped by the vibrant, inclusive communities of Andersonville, Ravenswood, and Lakeview. We partner with Fidelity for custodianship, providing security and scale, and with Kestra Financial for boutique agility and institutional-grade tools. At Vertera, technology is the foundation—but the real difference is the relationship we build with you: rooted in trust, carried forward with intention. Securities offered through Kestra Investment Services, LLC (Kestra IS), Member /. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with Vertera Financial.

Vertera Financial revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Vertera Financial has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Vertera Financial has never raised funding before.

Frequently asked questions

Vertera Financial is located in 4301 N Damen Ave, Chicago, US.

Vertera Financial was founded in 2025, making it 1 years old. The company has established itself as a significant player in its industry over this time.

Vertera Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Vertera Financial

John C. Egan

Founder - Advisor

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