VestGen Investment Management Revenue

Financial Services • Egg Harbor, New Jersey, United States • 11-20 Employees

VestGen Investment Management revenue & valuation

Annual revenue	$17,300,000
Revenue per employee	$865,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$55,400,000
Total funding	No funding

Key Contacts at VestGen Investment Management

Paul Binnion

Executive Director

Carter Hatch

Regional Director

Beatrice Theriault

Director Of Billing

Company overview

Headquarters	3393 Bargaintown Rd., Egg Harbor Township, NJ 08234, US
Phone number	+18886417100
Websites	vestgenim.com hanlon.com
NAICS	52
SIC	628
Keywords	Investment Advisory, Mutual Funds, Fintech, Tamp, Middle & Back Office Services, Turnkey Asset Management Platform, Managing Retirement Plans, Model Managers, Personal Income Planning
Founded	1999
Employees	11-20

VestGen Investment Management Email Formats

VestGen Investment Management uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@vestgen.com), used 100% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@vestgen.com	100%

About VestGen Investment Management

VestGen Investment Management is the proprietary asset management division of VestGen Wealth Partners. We empower financial advisors with turnkey, scalable solutions designed to elevate client service and optimize the value of financial advisors in our ecosystem. By leveraging a deep bench of well-known money managers and enhanced technology solutions, advisors can deliver a seamless experience tailored to high-net-worth clients. Our approach combines decades of industry expertise with a holistic and integrated platform. We help advisors navigate the complexities of succession planning, ensuring that each client’s legacy is not only preserved but poised for growth across generations. At VestGen Investment Management, our mission is to drive operational efficiency, unlock new revenue opportunities, and support the evolving needs of today’s advisors. Join us on our journey to redefine wealth management by harnessing the power of collaboration, technology, and a steadfast commitment to excellence. Discover how VestGen Investment Management can help you deliver exceptional value to your clients, today and for the future. Learn more at https://www.vestgenim.com/

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

Director

Employees by Department

VestGen Investment Management has 10 employees across 4 departments.

Departments

Number of employees

Funding Data

VestGen Investment Management has never raised funding before.

Frequently asked questions

VestGen Investment Management is located in Egg Harbor, New Jersey, US.

You can reach VestGen Investment Management at +18886417100.

VestGen Investment Management generates an estimated annual revenue of $17,296,326. This revenue figure reflects the company's market position and business performance in its industry.

VestGen Investment Management has an estimated valuation of $55,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

VestGen Investment Management was founded in 1999, making it 27 years old. The company has established itself as a significant player in its industry over this time.

VestGen Investment Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.