Insights

Niche SME Focus Mid-sized wealth management firm with 11-50 employees and revenue in the 1M-10M range presents a target for premium relationship-driven advisory services, technology integration, and scalable processes to enhance client experience and margins.

Growth & Expansion Historical recognition as a top Minnesota wealth management firm and ongoing capacity to serve clients since 1993 suggests opportunities to upsell advanced retirement income planning, fiduciary-driven advice, and expanded services to neighboring markets or via partnerships.

Tech Stack Fit Use of multiple marketing and client engagement tools (The Trade Desk, Joomla, Squarespace, WordPress, ActiveCampaign, Constant Contact, AfterPay, Vimeo) indicates openness to fintech integrations and digital onboarding enhancements to streamline client acquisition and communication.

Compliance & Trust Being a registered investment adviser with regulatory disclosures already highlighted signals priority for compliant advisory solutions, CRM security enhancements, and scalable KYC/ALS workflows suitable for growing assets under management.

Competitive Positioning Compared to large peers, Vector Wealth Management’s smaller team size and modest revenue present an opportunity to propose cost-efficient, high-touch advisory models, performance analytics, and white-label or co-branded platforms to differentiate from bigger firms.

Similar companies to Vector Wealth Management (now Bluespring Wealth)

Charles Schwab
35K$10B+
Northwestern Mutual
38K$10B+
Ameriprise Financial
1$50M - $100M
Fidelity Investments
85K$10B+
Vanguard
28K$10B+
Merrill Lynch
35K$10B+
Creative Planning
2.7K$1B - $10B
Morgan Stanley
102K$10B+
Raymond James
20K$10B+
Edward Jones
46K$10B+

Vector Wealth Management (now Bluespring Wealth) Tech Stack

Vector Wealth Management (now Bluespring Wealth) uses 8 technology products and services including The Trade Desk, Calendly, Joomla, and more. Explore Vector Wealth Management (now Bluespring Wealth)'s tech stack below.

The Trade Desk
Advertising
Calendly
Appointment Scheduling
Joomla
Content Management System
Squarespace
Content Management System
WordPress
Content Management System
Squarespace Commerce
E-commerce
ActiveCampaign
Marketing Automation
Vimeo
Video Players

Media & News

Vector Wealth Management (now Bluespring Wealth)'s Email Address Formats

Vector Wealth Management (now Bluespring Wealth) uses at least 4 email formats:

Vector Wealth Management (now Bluespring Wealth) Email Formats	Example	Percentage
FLast@vectorwealth.com	JDoe@vectorwealth.com	89%
FirstLast@vectorwealth.com	JohnDoe@vectorwealth.com	4%
Last@vectorwealth.com	Doe@vectorwealth.com	3%
First.Last@vectorwealth.com	John.Doe@vectorwealth.com	4%

Frequently Asked Questions

What is Vector Wealth Management (now Bluespring Wealth)'s phone number?

You can contact Vector Wealth Management (now Bluespring Wealth)'s main corporate office by phone at

+1-612-378-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Vector Wealth Management (now Bluespring Wealth)'s official website and social media links?

Vector Wealth Management (now Bluespring Wealth)'s official website is vectorwealth.com and has social profiles on LinkedIn.

How much revenue does Vector Wealth Management (now Bluespring Wealth) generate?

As of August 2026, Vector Wealth Management (now Bluespring Wealth)'s annual revenue is estimated to be $1M - $10M.

What is Vector Wealth Management (now Bluespring Wealth)'s SIC code and NAICS code?

Vector Wealth Management (now Bluespring Wealth)'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Vector Wealth Management (now Bluespring Wealth) have currently?

As of August 2026, Vector Wealth Management (now Bluespring Wealth) has approximately 8 employees across 2 continents, including North America and Europe. Key team members include Chief Compliance Officer: S. K., Senior Client Advisor: P. C. and Senior Wealth Advisor: J. G. Explore Vector Wealth Management (now Bluespring Wealth)'s employee directory with LeadIQ.

What industry does Vector Wealth Management (now Bluespring Wealth) belong to?

Vector Wealth Management (now Bluespring Wealth) operates in the Financial Services industry.

What technology does Vector Wealth Management (now Bluespring Wealth) use?

Vector Wealth Management (now Bluespring Wealth)'s tech stack includes The Trade Desk, Calendly, Joomla, Squarespace, WordPress, Squarespace Commerce, ActiveCampaign and Vimeo.

What is Vector Wealth Management (now Bluespring Wealth)'s email format?

Vector Wealth Management (now Bluespring Wealth)'s email format typically follows the pattern of FLast@vectorwealth.com. Find more Vector Wealth Management (now Bluespring Wealth) email formats with LeadIQ.

When was Vector Wealth Management (now Bluespring Wealth) founded?

Vector Wealth Management (now Bluespring Wealth) was founded in 1993.

Vector Wealth Management (now Bluespring Wealth)

Q: What is Vector Wealth Management (now Bluespring Wealth)'s NAICS code?

Vector Wealth Management (now Bluespring Wealth)'s NAICS code is 52 (Finance and Insurance).

Financial ServicesMinnesota, United States2-10 Employees

Vector Wealth Management is a financial services firm based in Minneapolis, Minnesota, providing comprehensive wealth management services. Since 1993, the firm has guided clients through the transition from wealth accumulation to wealth distribution. Its approach emphasizes improving financial understanding, investment clarity, and confidence in the future. The company targets individuals seeking structured guidance in retirement planning and ongoing investment management. As a registered investment adviser, it uses its proprietary SOJOURN software to tailor an investment policy and retirement income plan, and in 2020 was recognized as one of the top Minnesota wealth management firms by AdvisoryHQ.