


Vested Client Services Email Formats
Financial Services • Philadelphia, Pennsylvania, United States • 1-10 Employees
Vested Client Services Email Formats
Vested Client Services uses 2 email formats. The most common is {first initial} (e.g., j@vestedclientservices.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@vestedclientservices.com | 50% |
{first name} | john@vestedclientservices.com | 50% |
Key Contact at Vested Client Services
Brendan Mccoy
Vice President of Financial Services and Client Relations
Company overview
| Headquarters | Philadelphia, Pennsylvania, United States |
| Phone number | +16099808038 |
| Website | |
| NAICS | 52 |
| Keywords | Bookkeeping, Expense Management, Cash Management, Financial Statements, Credit Monitoring, Custom Reporting, Bill Pay, Account Reconciliations, Legal Coordination, Lifestyle Concierge, Balance Sheet, Budget Tracking, Major Purchase, Budget Accountability, Cpa Coordination |
| Founded | 2015 |
| Employees | 1-10 |
| Socials |
About Vested Client Services
In everything that we do, it is our goal to ensure daily peace of mind for our clients and increase their bandwidth to focus on what matters to them most - career, family, passion. Vested Client Services is a boutique financial concierge platform providing high-touch financial administration and bookkeeping solutions to high net worth individuals and families, professional athletes, artists, and entertainers.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Vested Client Services has never raised funding before.
Vested Client Services Tech Stack
Discover the technologies and tools that power Vested Client Services's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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Frequently asked questions
4.8
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