Vertex Planning Partners Revenue

Financial Services • Downers Grove, Illinois, United States • 11-20 Employees

Vertex Planning Partners revenue & valuation

Annual revenue	$1,711,100
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$5,500,000
Total funding	No funding

Key Contact at Vertex Planning Partners

Greg Benner

Managing Partner & Co-Founder

Company overview

Headquarters	3000 Woodcreek Dr, Suite 100, Downers Grove, Illinois 60515, US
Phone number	+16308363300
Website	vertexplanningpartners.com
NAICS	52
SIC	628
Founded	2016
Employees	11-20
Socials

Vertex Planning Partners Email Formats

Vertex Planning Partners uses 1 email format. The most common is {first name} (e.g., john@vertexpartners.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@vertexpartners.com	100%

About Vertex Planning Partners

Vertex Planning Partners is an innovative collective of full service wealth advisors. Our specialists encompass all areas of wealth management, and our collaborative approach ensures our clientele benefit from the combined knowledge and experience of the entire team. Our mission is to enrich the lives of a select group of successful clientele by guiding them toward the attainment of their most cherished financial goals. To pursue this, we assist each client in the crafting of a concise, comprehensive roadmap that is tailored to their unique situation; a roadmap that seeks to protect their family from the unforeseen, builds wealth for the future, and perpetuates their success in the form of meaningful legacies. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Vertex Planning Partners, LLC, a registered investment advisor. Vertex Planning Partners, LLC is a separate entity from LPL Financial.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Partner

Manager

Employees by Department

Vertex Planning Partners has 6 employees across 4 departments.

Departments

Number of employees

Funding Data

Vertex Planning Partners has never raised funding before.

Vertex Planning Partners Tech Stack

Discover the technologies and tools that power Vertex Planning Partners's digital infrastructure, from frameworks to analytics platforms.

jQuery UI

JavaScript libraries

Hello Elementor

WordPress themes

Elementor

Page builders

jQuery Migrate

JavaScript libraries

Twitter Emoji

Font scripts

Yoast SEO Premium

SEO

jQuery

JavaScript libraries

PHP

Programming languages

HSTS

Security

WordPress

Blogs

Google Analytics

Analytics

Yoast SEO

SEO

Frequently asked questions

Vertex Planning Partners is located in Downers Grove, Illinois, US.

You can reach Vertex Planning Partners at +16308363300.

Vertex Planning Partners generates an estimated annual revenue of $1,711,100. This revenue figure reflects the company's market position and business performance in its industry.

Vertex Planning Partners has an estimated valuation of $5,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Vertex Planning Partners was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.

Vertex Planning Partners has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Vertex Planning Partners

Greg Benner

Managing Partner & Co-Founder

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