Insights

Market Niche Expansion Vantage Retirement Plans specializes in self-directed IRAs, offering clients the flexibility to diversify into alternative assets like real estate, private companies, and private funds. This unique positioning presents opportunities to target high-net-worth individuals and seasoned investors seeking greater control and variety in their retirement portfolios.

Financial Growth Potential With annual revenues estimated between 25 to 50 million dollars and over three billion dollars in assets under administration, Vantage demonstrates significant market traction and growth potential, making it an attractive prospect for financial technology solutions, CRM enhancements, or advisory services to support scaling.

Independent Service Approach Vantage’s emphasis on not selling or promoting investment products and offering unbiased information aligns with a customer-centric and transparent service model. This opens avenues for marketing partnerships with educational content providers, compliance tools, or platforms that enhance client trust and engagement.

Technology Stack Optimization Utilizing tools like Salesforce Marketing Cloud, Crazy Egg, and reCAPTCHA indicates an investment in digital engagement and security. There is an opportunity to offer advanced marketing automation, analytics, or cybersecurity solutions tailored to support their client acquisition and retention strategies.

Growth in Client Base Having served over 17,000 clients nationwide since 2004 highlights a broad and active customer base. Sales opportunities exist in expanding digital support, client onboarding platforms, or value-added services such as educational webinars and supplemental financial tools to deepen client relationships.

Vantage Retirement Plans, LLC Tech Stack

Vantage Retirement Plans, LLC uses 8 technology products and services including Crazy Egg, MySQL, Twemoji, and more. Explore Vantage Retirement Plans, LLC's tech stack below.

  • Crazy Egg
    Analytics
  • MySQL
    Database
  • Twemoji
    Font Scripts
  • Font Awesome
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Salesforce Marketing Cloud Account Engagement
    Marketing Automation
  • reCAPTCHA
    Security
  • Facebook
    Widgets

Media & News

Vantage Retirement Plans, LLC's Email Address Formats

Vantage Retirement Plans, LLC uses at least 1 format(s):
Vantage Retirement Plans, LLC Email FormatsExamplePercentage
FLast@vantageiras.comJDoe@vantageiras.com
48%
Last@vantageiras.comDoe@vantageiras.com
2%
FLast@vantageiras.comJDoe@vantageiras.com
48%
Last@vantageiras.comDoe@vantageiras.com
2%

Frequently Asked Questions

What is Vantage Retirement Plans, LLC's official website and social media links?

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Vantage Retirement Plans, LLC's official website is vantageiras.com and has social profiles on LinkedIn.

What is Vantage Retirement Plans, LLC's SIC code NAICS code?

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Vantage Retirement Plans, LLC's SIC code is 6733 - Trusts, Except Educational, Religious, and Charitable NAICS code is 52 - Finance and Insurance.

How many employees does Vantage Retirement Plans, LLC have currently?

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As of December 2025, Vantage Retirement Plans, LLC has approximately 15 employees across 2 continents, including North AmericaAsia. Key team members include Chief Of Staff: C. M.Founder & Ceo: J. D.Program Director- Business Development: S. R. M.. Explore Vantage Retirement Plans, LLC's employee directory with LeadIQ.

What industry does Vantage Retirement Plans, LLC belong to?

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Vantage Retirement Plans, LLC operates in the Financial Services industry.

What technology does Vantage Retirement Plans, LLC use?

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Vantage Retirement Plans, LLC's tech stack includes Crazy EggMySQLTwemojiFont AwesomeJSON-LDSalesforce Marketing Cloud Account EngagementreCAPTCHAFacebook.

What is Vantage Retirement Plans, LLC's email format?

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Vantage Retirement Plans, LLC's email format typically follows the pattern of FLast@vantageiras.com. Find more Vantage Retirement Plans, LLC email formats with LeadIQ.

When was Vantage Retirement Plans, LLC founded?

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Vantage Retirement Plans, LLC was founded in 2004.

Vantage Retirement Plans, LLC

Financial ServicesArizona, United States11-50 Employees

Vantage is a leading Self-Directed IRA company that exists to empower clients to take control of their retirement savings and enjoy the freedom to diversify their tax-favored money beyond the stock market. We believe you deserve to invest your hard-earned nest egg where you want. 

Money is Personal™, therefore, investing should be tailored to an individual’s needs and investment appetite, not the restrictions imposed on them by their IRA custodian. Our Self-Directed IRA services emphasize the “I” in an Individual Retirement Account by offering investors the ability to diversify their IRA funds into real estate, private companies, private funds (LLCs, LPs, Syndications, etc.), promissory notes, and a virtually unlimited list of alternative assets. Best of all, we don’t sell, endorse, or promote any investment products, nor do we offer any financial, tax, or legal advice. Our clients appreciate not having to worry about any pushy sales pitches or pressure from sales representatives. 

Since our start in 2004, we’ve served more than 17,000 clients nationwide and continue our mission to educate Americans about the power and flexibility our Self-Directed IRAs offer. With over $3 billion in retirement assets under administration, we pride ourselves in being our clients' trustworthy and knowledgeable guides while they remain in pursuit of their financial independence. 

If you’re frustrated with having your IRA stuck in the stock market, we can help. We would love the opportunity to introduce you to the world of Self-Directed IRAs and give you the key to Set Your IRA Free™.

Section iconCompany Overview

SIC Code
6733 - Trusts, Except Educational, Religious, and Charitable
NAICS Code
52 - Finance and Insurance
Founded
2004
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Vantage Retirement Plans, LLC's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Vantage Retirement Plans, LLC's revenue is estimated to be in the range of $25M$50M

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