Insights

Comprehensive Financial Services VantagePointe Financial Group offers a broad range of wealth management, estate planning, business succession, and retirement planning services, presenting ample cross-selling opportunities across different financial advisory segments.

Client Relationship Focus With an emphasis on building lifelong relationships and adapting to clients' evolving needs, the firm is well-positioned to deepen engagement and expand its service offerings to existing clients.

Mid-Market Market Presence Serving clients with revenues between $50M and $100M, VantagePointe operates within the mid-market segment, indicating potential for tailored corporate financial solutions and scalable advisory services.

Technology Integration The company's utilization of diverse technology platforms such as Cloudflare, MySQL, Shopify, and SEO tools offers opportunities to leverage digital channels for targeted marketing and client onboarding.

Growth and Scaling Potential With a revenue range of up to $100 million and a dedicated team of up to 200 employees, VantagePointe is positioned for strategic growth, providing prospects for expanded product offerings and increased market share.

Similar companies to VantagePointe Financial Group

VantagePointe Financial Group Tech Stack

VantagePointe Financial Group uses 8 technology products and services including Cloudflare, MySQL, oEmbed, and more. Explore VantagePointe Financial Group's tech stack below.

  • Cloudflare
    Content Management System
  • MySQL
    Database
  • oEmbed
    Dev Tools
  • Shopify
    E-commerce
  • jQuery
    Javascript Libraries
  • UPS
    Logistics
  • Yoast SEO
    Search Engines
  • Betheme
    Web Platform Extensions

Media & News

VantagePointe Financial Group's Email Address Formats

VantagePointe Financial Group uses at least 1 format(s):
VantagePointe Financial Group Email FormatsExamplePercentage
FLast@vpfgroup.comJDoe@vpfgroup.com
50%
FLast@vpfgroup.comJDoe@vpfgroup.com
50%

Frequently Asked Questions

Where is VantagePointe Financial Group's headquarters located?

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VantagePointe Financial Group's main headquarters is located at 3333 Evergreen Drive Northeast, Suite 200. The company has employees across 1 continents, including North America.

What is VantagePointe Financial Group's official website and social media links?

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VantagePointe Financial Group's official website is vpfgroup.com and has social profiles on LinkedIn.

What is VantagePointe Financial Group's NAICS code?

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VantagePointe Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does VantagePointe Financial Group have currently?

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As of December 2025, VantagePointe Financial Group has approximately 81 employees across 1 continents, including North America. Key team members include Chief Compliance Officer: A. G.Chief Compliance Officer: A. G. B.Vice President Of Sales, Business Development & Firm Level Recruiting: P. J. M.. Explore VantagePointe Financial Group's employee directory with LeadIQ.

What industry does VantagePointe Financial Group belong to?

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VantagePointe Financial Group operates in the Financial Services industry.

What technology does VantagePointe Financial Group use?

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VantagePointe Financial Group's tech stack includes CloudflareMySQLoEmbedShopifyjQueryUPSYoast SEOBetheme.

What is VantagePointe Financial Group's email format?

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VantagePointe Financial Group's email format typically follows the pattern of FLast@vpfgroup.com. Find more VantagePointe Financial Group email formats with LeadIQ.

When was VantagePointe Financial Group founded?

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VantagePointe Financial Group was founded in 1992.

VantagePointe Financial Group

Financial ServicesMichigan, United States51-200 Employees

Financial Analysis: 
VantagePointe's thorough financial analysis encourages individuals, couples, families and business to share their goals and aspirations. This allows our Associates to provide a financial "blueprint" identifying the financial disciplines each client will wish to maintain in order to build their foundation towards financial success.

Unique Capabilities Team:
At VantagePointe, we offer unappreciated access to the experienced professionals comprising out Unique Capabilities Team. This includes systematic processes for comprehensive financial strategies, case design, and support for the products and services we provide.

Life Long Relationships:
Our focus is on building life-long relationships with our clients while becoming a valuable resources to families and businesses as their needs change through the years.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Registered Branch Number: 616-534-9623.  23192015—5/21

Please visit our website for additional disclosures: http://www.vpfgroup.com


Specialties:
Wealth Management*, Charitable Planning, Financial Planning*, Estate Planning Strategies, Business Succession Planning, Insurance and Risk Management, Business Planning, Employee Benefits, and Retirement Planning

Section iconCompany Overview

Headquarters
3333 Evergreen Drive Northeast, Suite 200
NAICS Code
52 - Finance and Insurance
Founded
1992
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $50M$100M

    VantagePointe Financial Group's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    VantagePointe Financial Group's revenue is estimated to be in the range of $50M$100M

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