Insights

Scale potential Mid-sized independent wealth management firm (11-50 employees) with revenue in the 10-25M range presents an opportunity for technology and service partnerships that support scalable advisory platforms, CRM, compliance, and client portal enhancements.

Succession & Distribution Established since 1993 with a focus on wealth distribution; potential cross-sell of retirement income planning tools, estate planning integrations, and guidance services to expand client lifecycle offerings.

Technology footprint Current tech stack includes Squarespace, Yoast SEO, reCAPTCHA, HSTS, and other front-end tools; potential upsell of modern advisory platforms, data analytics, security, and client-facing digital experiences.

Regulatory readiness As a registered investment adviser with emphasis on disclosures, there is opportunity to offer compliance, risk management, and regulatory technology solutions to strengthen governance and transparency for clients.

Market positioning Recognized as a top Minnesota wealth management firm in 2020 with growth by advisory networks; potential to partner on marketing services, thought leadership, and regional expansion initiatives to scale client acquisition.

Vector Wealth Management Tech Stack

Vector Wealth Management uses 8 technology products and services including RSS, Yoast SEO, Cloudflare Bot Management, and more. Explore Vector Wealth Management's tech stack below.

  • RSS
    Content Management System
  • Yoast SEO
    Search Engines
  • Cloudflare Bot Management
    Security
  • HSTS
    Security
  • Materialize CSS
    UI Frameworks
  • Vimeo
    Video Players
  • X-Content-Type-Options
    Web & Portal Technology
  • Gravity Forms
    Web Platform Extensions

Vector Wealth Management's Email Address Formats

Vector Wealth Management uses at least 1 format(s):
Vector Wealth Management Email FormatsExamplePercentage
FLast@vectorwealth.comJDoe@vectorwealth.com
89%
FirstLast@vectorwealth.comJohnDoe@vectorwealth.com
4%
Last@vectorwealth.comDoe@vectorwealth.com
3%
First.Last@vectorwealth.comJohn.Doe@vectorwealth.com
4%

Frequently Asked Questions

What is Vector Wealth Management's phone number?

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You can contact Vector Wealth Management's main corporate office by phone at . 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's official website and social media links?

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

How much revenue does Vector Wealth Management generate?

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As of July 2026, Vector Wealth Management's annual revenue is estimated to be $1M - $10M.

What is Vector Wealth Management's SIC code NAICS code?

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

How many employees does Vector Wealth Management have currently?

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As of July 2026, Vector Wealth Management has approximately 19 employees across 2 continents, including North AmericaEurope. Key team members include Chief Compliance Officer: S. K.Senior Client Advisor: P. C.Senior Wealth Advisor: J. G.. Explore Vector Wealth Management's employee directory with LeadIQ.

What industry does Vector Wealth Management belong to?

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Vector Wealth Management operates in the Financial Services industry.

What technology does Vector Wealth Management use?

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Vector Wealth Management's tech stack includes RSSYoast SEOCloudflare Bot ManagementHSTSMaterialize CSSVimeoX-Content-Type-OptionsGravity Forms.

What is Vector Wealth Management's email format?

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

When was Vector Wealth Management founded?

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Vector Wealth Management was founded in 1993.
Vector Wealth Management logo

Vector Wealth Management

Financial ServicesMinnesota, United States11-50 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.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1993
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

    Vector Wealth Management's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Vector Wealth Management's revenue is estimated to be in the range of $1M - $10M

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