Confident. Connected. Committed.
Vestria is a national financial services firm that helps grow and facilitate founder succession for financial advisory businesses
Registered Investment Advisor (RIA) consolidators are redefining the market as the industry experiences a profound transformation. RIAs are challenged with the increasing complexity of regulatory compliance (including cybersecurity, anti-money laundering, and fiduciary requirements), the influence and influx of private equity, high powered and high dollar technological advances, and evolving client expectations. Independent and entrepreneurial RIAs are driven to rethink their models to maximize financial outcomes for themselves and their clients.
Meet Vestria Financial
Innovative & Agile
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Unencumbered by legacy systems that limit the best outcome for clients
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Best-in-class capabilities through open- architecture, modular technologies
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Continuous best-practice advancements fueled by partner firms
A True Technological Edge
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Well capitalized, continuous investment in technology
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Measurable technological advantage over peers
Collaborative Decision Making
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Principals of our partner companies run their businesses and have an equal voice in strategic decisions that affect the growth and development of the holding company
