Insights

Market Niche Veritrust Wealth Management operates as an independent financial advisory firm, emphasizing personalized client service and tailored investment solutions, which presents opportunities to introduce advanced financial planning tools and digital platforms to enhance their client engagement.

Limited Scale With a small team of 2-10 employees, there is potential to offer scalable solutions such as CRM systems, client onboarding software, or marketing automation tools to support growth and operational efficiency.

Growth Potential The company's revenue range of 1 million to 10 million dollars indicates room for expanding services or integrating new financial products, especially digital or robo-advisory services aimed at high-net-worth and niche clients.

Technology Stack Utilization of cloud infrastructure like AWS and security measures such as X-XSS-Protection and X-Content-Type-Options suggests an openness to innovative technology solutions, providing an opportunity to introduce cybersecurity enhancements or data analytics solutions.

Competitive Positioning As a smaller independent firm competing with large players like Charles Schwab and Fidelity, Veritrust can leverage its personalized, client-focused approach for targeted marketing efforts and strategic partnerships to differentiate itself and attract new clients.

Veritrust Wealth Management Tech Stack

Veritrust Wealth Management uses 8 technology products and services including Amazon Web Services, Open Graph, Cart Functionality, and more. Explore Veritrust Wealth Management's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Open Graph
    Content Management System
  • Cart Functionality
    E-commerce
  • PHP
    Programming Languages
  • X-XSS-Protection
    Security
  • X-Content-Type-Options
    Web & Portal Technology
  • Nginx
    Web Servers
  • AddToAny
    Widgets

Media & News

Veritrust Wealth Management's Email Address Formats

Veritrust Wealth Management uses at least 1 format(s):
Veritrust Wealth Management Email FormatsExamplePercentage
FLast@veritrustwealth.comJDoe@veritrustwealth.com
44%
FirstLast@veritrustwealth.comJohnDoe@veritrustwealth.com
6%
FLast@veritrustwealth.comJDoe@veritrustwealth.com
44%
FirstLast@veritrustwealth.comJohnDoe@veritrustwealth.com
6%

Frequently Asked Questions

Where is Veritrust Wealth Management's headquarters located?

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Veritrust Wealth Management's main headquarters is located at 400 E. Diehl Road, Suite 250 Naperville, IL 60564, US. The company has employees across 1 continents, including North America.

What is Veritrust Wealth Management's phone number?

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You can contact Veritrust 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 Veritrust Wealth Management's official website and social media links?

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Veritrust Wealth Management's official website is veritrustwealth.com and has social profiles on LinkedIn.

What is Veritrust Wealth Management's NAICS code?

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Veritrust Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Veritrust Wealth Management have currently?

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As of October 2025, Veritrust Wealth Management has approximately 5 employees across 1 continents, including North America. Key team members include Partner/Financial Advisor: K. M.Partner/Financial Advisor: J. S.Financial Advisor: J. S.. Explore Veritrust Wealth Management's employee directory with LeadIQ.

What industry does Veritrust Wealth Management belong to?

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Veritrust Wealth Management operates in the Financial Services industry.

What technology does Veritrust Wealth Management use?

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Veritrust Wealth Management's tech stack includes Amazon Web ServicesOpen GraphCart FunctionalityPHPX-XSS-ProtectionX-Content-Type-OptionsNginxAddToAny.

What is Veritrust Wealth Management's email format?

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

When was Veritrust Wealth Management founded?

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Veritrust Wealth Management was founded in 2013.

Veritrust Wealth Management

Financial ServicesUnited States2-10 Employees

When you hire an advisor to help navigate your financial life, you need someone with the experience and knowledge necessary to help you make the most appropriate investment choices for your unique situation. 
As a client of Veritrust Wealth Management, you can rest assured that your advisor has access to all of the best tools available.  As independent Financial Advisors our loyalty is to you, our client -- not to a large corporate organization.  We work with you to determine your goals and find the most appropriate solutions to help you meet them.  We have the experience, the knowledge and the integrity to do what is in your best interest and we strive to always provide you the best possible service.

********************************************************************************************************************
Representative registered with and offers only securities and advisory services through PlanMember Securities Corporation (PSEC), a registered broker/dealer, investment advisor and member FINRA/SIPC.
6187 Carpinteria Ave., Carpinteria, CA  93013  (800) 874-6910.
Veritrust Wealth Management and PSEC are independently owned and operated companies.  PSEC is not liable for ancillary products or services offered by this representative or Veritrust Wealth Management.

Section iconCompany Overview

Headquarters
400 E. Diehl Road, Suite 250 Naperville, IL 60564, US
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2013
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

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

Section iconFunding & Financials

  • $1M$10M

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

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