


Vertex Financial Planning
Financial Services • • 1-10 Employees
Company overview
| Headquarters | XX |
| Website | |
| NAICS | 52 |
| Founded | 2017 |
| Employees | 1-10 |
| Socials |
Key Contact at Vertex Financial Planning
Daniel Zapata
Founder
Vertex Financial Planning Email Formats
Vertex Financial Planning uses 1 email format. The most common is {first initial} (e.g., j@vertexfinancialplanning.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@vertexfinancialplanning.com | 100% |
About Vertex Financial Planning
Welcome to Vertex Financial Planning, where we transform your financial dreams into reality. Our team of seasoned professionals offers personalized strategies to guide you through every stage of your financial journey. Whether you're planning for retirement, investing for growth, or securing your family's future, we provide expert advice and tailored solutions. At Vertex, your financial success is our top priority. Explore our services today and take the first step towards a prosperous tomorrow.
Vertex Financial Planning 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
Employees by Department
Vertex Financial Planning has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Vertex Financial Planning has never raised funding before.
Frequently asked questions
4.8
40,000 users



