Insights

Technology Adoption VestGen Investment Management leverages advanced technology solutions including cloud services, PHP-based platforms, and security measures like X-XSS-Protection, indicating a strong foundation for digital service expansion and integration with fintech providers.

Client Focus The company specializes in serving high-net-worth clients through tailored, seamless wealth management solutions, presenting opportunities to collaborate with or enhance services for elite financial advisors and boutique wealth managers.

Growth Potential With a revenue range of $25 million to $50 million and a relatively small team, VestGen is positioned for strategic partnerships that can support scale, expanding operational capabilities and technology infrastructure to serve a broader client base.

Industry Footprint The firm’s connection to industry-recognized entities like Hanlon Investment Management and notable awards suggests a network of relationships in the investment management sector ripe for collaboration or technology integration opportunities.

Market Positioning VestGen’s emphasis on operational efficiency, legacy planning, and holistic platform integration indicates an opportunity to introduce innovative solutions that further differentiate their offerings in the competitive wealth management landscape.

VestGen Investment Management Tech Stack

VestGen Investment Management uses 8 technology products and services including Cloudflare, oEmbed, jQuery Migrate, and more. Explore VestGen Investment Management's tech stack below.

  • Cloudflare
    Content Management System
  • oEmbed
    Dev Tools
  • jQuery Migrate
    Javascript Libraries
  • Priority Hints
    Performance
  • PHP
    Programming Languages
  • X-XSS-Protection
    Security
  • X-Content-Type-Options
    Web & Portal Technology
  • GoDaddy
    Web Hosting

Media & News

VestGen Investment Management's Email Address Formats

VestGen Investment Management uses at least 2 format(s):
VestGen Investment Management Email FormatsExamplePercentage
FLast@hanlon.comJDoe@hanlon.com
75%
First.Last@hanlon.comJohn.Doe@hanlon.com
6%
First_Last@hanlon.comJohn_Doe@hanlon.com
3%
FirLast@hanlon.comJohDoe@hanlon.com
3%
Last.First@hanlon.comDoe.John@hanlon.com
3%
FirstLast@hanlon.comJohnDoe@hanlon.com
2%
Last_First@hanlon.comDoe_John@hanlon.com
3%
First-Last@hanlon.comJohn-Doe@hanlon.com
2%
F-Last@hanlon.comJ-Doe@hanlon.com
2%
First.L@hanlon.comJohn.D@hanlon.com
1%

Frequently Asked Questions

What is VestGen Investment Management's phone number?

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You can contact VestGen Investment 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 VestGen Investment Management's stock symbol?

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VestGen Investment Management is a publicly traded company; the company's stock symbol is N/A.

What is VestGen Investment Management's official website and social media links?

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VestGen Investment Management's official website is vestgenim.com and has social profiles on LinkedIn.

What is VestGen Investment Management's NAICS code?

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VestGen Investment Management's NAICS code is 52 - Finance and Insurance.

How many employees does VestGen Investment Management have currently?

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As of January 2026, VestGen Investment Management has approximately 21 employees across 3 continents, including North AmericaEuropeSouth America. Key team members include Chief Technology Officer: D. P.Chief Administrative Officer: D. D.Executive Director: P. B.. Explore VestGen Investment Management's employee directory with LeadIQ.

What industry does VestGen Investment Management belong to?

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VestGen Investment Management operates in the Financial Services industry.

What technology does VestGen Investment Management use?

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VestGen Investment Management's tech stack includes CloudflareoEmbedjQuery MigratePriority HintsPHPX-XSS-ProtectionX-Content-Type-OptionsGoDaddy.

What is VestGen Investment Management's email format?

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VestGen Investment Management's email format typically follows the pattern of FLast@hanlon.com. Find more VestGen Investment Management email formats with LeadIQ.

When was VestGen Investment Management founded?

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VestGen Investment Management was founded in 1999.

VestGen Investment Management

Financial ServicesNew Jersey, United States11-50 Employees

VestGen Investment Management is the proprietary asset management division of VestGen Wealth Partners. We empower financial advisors with turnkey, scalable solutions designed to elevate client service and optimize the value of financial advisors in our ecosystem. By leveraging a deep bench of well-known money managers and enhanced technology solutions, advisors can deliver a seamless experience tailored to high-net-worth clients.

Our approach combines decades of industry expertise with a holistic and integrated platform. We help advisors navigate the complexities of succession planning, ensuring that each client’s legacy is not only preserved but poised for growth across generations. At VestGen Investment Management, our mission is to drive operational efficiency, unlock new revenue opportunities, and support the evolving needs of today’s advisors.

Join us on our journey to redefine wealth management by harnessing the power of collaboration, technology, and a steadfast commitment to excellence. Discover how VestGen Investment Management can help you deliver exceptional value to your clients, today and for the future.

Learn more at https://www.vestgenim.com/

Section iconCompany Overview

Phone number
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
1999
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    VestGen Investment Management's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    VestGen Investment Management's revenue is estimated to be in the range of $25M$50M

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