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Vertex Financial Planning

Vertex Financial Planning

Financial Services1-10 Employees

Company overview

HeadquartersXX
Website
NAICS52
Founded2017
Employees1-10
Socials

Key Contact at Vertex Financial Planning

Flag of US

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.

FormatExamplePercentage
{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.

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Vertex Financial Planning revenue & valuation

Annual revenue$85,555
Revenue per employee$86,000
Estimated valuation?$273,776
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

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

Vertex Financial Planning is located in XX.
Vertex Financial Planning was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.
Vertex Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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