Insights

Growth potential Verso Financial manages over $200M in assets and operates with a lean team, indicating potential for scalable wealthtech solutions, client onboarding automation, and compliance tooling to support growth and client expansion.

SMB retirement The firm provides retirement plans for companies with fewer than 100 employees, suggesting opportunities for small-business retirement plan administration, fiduciary services, and employee benefits technology integrations.

Tech footprint Current tech stack includes Google Cloud, React, and OpenResty with GoDaddy and Nginx, signaling openness to modern cloud-based security, data analytics, and client portal enhancements that could improve efficiency and client experience.

Revenue signals Revenue range of $1M–$10M alongside asset management scale points to a mid-market advisory profile that can benefit from CRM enhancements, marketing automation, and scalability tools to support client acquisition and retention.

Partnership fit Smaller team size presents an opportunity for managed services, white-labeling, or outsourced support in areas like compliance, research, cybersecurity, and back-office operations to free up partners for growth initiatives.

Verso Financial Tech Stack

Verso Financial uses 6 technology products and services including GoDaddy Domain Parking, Google Cloud, React, and more. Explore Verso Financial's tech stack below.

  • GoDaddy Domain Parking
    Domain Name Services
  • Google Cloud
    Infrastructure As A Service
  • React
    Javascript Frameworks
  • Lua
    Programming Languages
  • Nginx
    Web Servers
  • OpenResty
    Web Servers

Verso Financial's Email Address Formats

Verso Financial uses at least 1 format(s):
Verso Financial Email FormatsExamplePercentage
FLast@grunawaltbaer.comJDoe@grunawaltbaer.com
50%
F.Last@grunawaltbaer.comJ.Doe@grunawaltbaer.com
17%
First.Last@grunawaltbaer.comJohn.Doe@grunawaltbaer.com
16%
First.Middle@grunawaltbaer.comJohn.Michael@grunawaltbaer.com
17%

Frequently Asked Questions

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

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Verso Financial's official website is grunawaltbaer.com and has social profiles on LinkedIn.

How much revenue does Verso Financial generate?

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As of July 2026, Verso Financial's annual revenue is estimated to be $1M - $10M.

What is Verso Financial's NAICS code?

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

How many employees does Verso Financial have currently?

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As of July 2026, Verso Financial has approximately 10 employees across 1 continents, including North America. Key team members include Director Of Risk Management: A. S. C.. Explore Verso Financial's employee directory with LeadIQ.

What industry does Verso Financial belong to?

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Verso Financial operates in the Financial Services industry.

What technology does Verso Financial use?

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Verso Financial's tech stack includes GoDaddy Domain ParkingGoogle CloudReactLuaNginxOpenResty.

What is Verso Financial's email format?

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Verso Financial's email format typically follows the pattern of FLast@grunawaltbaer.com. Find more Verso Financial email formats with LeadIQ.

When was Verso Financial founded?

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Verso Financial was founded in 1954.
Verso Financial logo

Verso Financial

Financial ServicesIndiana, United States2-10 Employees

Verso Financial is a financial services practice focused on comprehensive financial and estate planning, operating entitlement to manage assets and provide retirement plan services. Based in Mishawaka, Indiana, with offices in Mishawaka and Indianapolis, the firm emphasizes fee- and commission-based planning for individuals and privately held businesses, including retirement plans for companies with fewer than 100 employees. The organization positions itself within the wealth management and financial planning segment, managing assets for clients and offering integrated planning that covers personal finances and corporate needs. The company serves small to mid-sized clients seeking structured guidance in retirement, estate, and broader financial strategies, aiming to align financial goals with long-term wealth preservation. Verso Financial operates with a small professional team and serves the Indiana market from its Mishawaka location, reflecting a targeted regional focus within the broader financial services industry.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
1954
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Verso Financial's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Verso Financial's revenue is estimated to be in the range of $1M - $10M

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