Confident. Connected. Committed.
Partner with Us
Mega-firms argue that their dominance ultimately serves clients through lower costs and efficient operations. We are quick to point out that the sheer pace of change folding small businesses into giant brands to generate billion-dollar valuations creates the potential for conflicts of interest and the type of clunky procedures that resemble big financial firms – the exact thing RAIs and Independents want to avoid.
If you are seeing the crushing reality of competing with the giants, talk to us. We ignite entrepreneurial RIAs’ and independents’ strengths with the tools and tech to match the mega firms while holding on to the people and personalization that have built the business from the start.
The Vestria Financial Difference
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A Hybrid and Multi-Custody Model
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W2 and 1099 Capacity
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Organic Growth & Lead Gen Focus
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Employee Development Program
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Private Liquidity & Equity Ownership
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Transformational Technology
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Community Participation Commitment
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Expertise as Operators
You win with...
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Operational Scale
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Data & Technology Integration
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Customized Marketing & Branding
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Technology Infrastructure Investment
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Flexible Growth Capital and Recruiting Expertise
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Centralized Platform Capabilities
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Ownership Cohort
Qualifications
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Registered Investment Advisor with the Securities and Exchange Commission
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Good standing with federal and state regulatory agencies
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Operating history of five or more years
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Consistent net revenue and asset growth
If you meet the criteria listed above, please provide responses to the following:
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How many years of investment experience does senior management have?
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Please provide bios of senior management team and relevant credentials and certifications
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Outline of business model
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CAGR past five years
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Organizational structure
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Forecasted capital requirement
Send your responses here.