Partner with Us!

Vestria is designed for elite advisors seeking a competitive advantage.

Whether you are pursuing independence, need additional support as an independent advisor, or want to join an entrepreneurial team serving ultra-high-net-worth clients, Vestria provides solutions tailored to your needs. Founded by advisors for advisors, we help you navigate the complexities of wealth management so you can focus on serving your clients.

Vestria’s Partner Program will give you the freedom to bring your vision to life in a way that fosters even stronger relationships with your clients.

Qualifications

Registered Investment Advisor with the Securities and Exchange Commission
Good standing with federal and state regulatory agencies
Operating history of five or more years
Consistent net revenue and asset growth

If you meet the criteria listed above, help us get to know you a bit. Please provide responses to the following:

How many years of investment experience does senior management have?
Please provide bios of senior management team and relevant credentials and certifications
Outline of business model
CAGR past five years
Organizational structure
Forecasted capital requirement

Send your responses here.