Insights

Focus on High-Net-Worth Clients VestGen Investment Management specializes in providing scalable solutions tailored for financial advisors serving high-net-worth clients, creating opportunities to offer tailored asset management platforms to firms seeking to enhance their premium client services.

Technology-Driven Efficiency With an advanced tech stack including WordPress, MySQL, and PHP, VestGen emphasizes leveraging technology to optimize operations and client experiences, presenting potential for sales of custom fintech integrations and supporting tools.

Growth in Asset Management Recent investments by Hanlon Investment Management in ETFs and strategic moves suggest a dynamic asset management environment, indicating opportunities to introduce complementary financial products or fund management services.

Market Reputation and Awards The company's leadership has been recognized with awards in the investment and fintech space, highlighting credibility and trust, which can be leveraged when engaging prospects looking for reputable wealth management solutions.

Revenue and Industry Position Generating between $25M to $50M in revenue with a focused team of up to 50 employees, VestGen is positioned as a growing firm with potential needs for expansion capital, advanced compliance solutions, and for integration of cutting-edge financial technologies.

VestGen Investment Management Tech Stack

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

  • WordPress
    Content Management System
  • MySQL
    Database
  • jQuery
    Javascript Libraries
  • Priority Hints
    Performance
  • PHP
    Programming Languages
  • HSTS
    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
87%
First.Last@hanlon.comJohn.Doe@hanlon.com
6%
First_Last@hanlon.comJohn_Doe@hanlon.com
4%
FirLast@hanlon.comJohDoe@hanlon.com
3%

Frequently Asked Questions

Where is VestGen Investment Management's headquarters located?

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VestGen Investment Management's main headquarters is located at 3393 Bargaintown Road Egg Harbor, New Jersey 08234 United States. The company has employees across 3 continents, including North AmericaEuropeSouth America.

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 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 May 2026, VestGen Investment Management has approximately 20 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 WordPressMySQLjQueryPriority HintsPHPHSTSX-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

Headquarters
3393 Bargaintown Road Egg Harbor, New Jersey 08234 United States
Phone number
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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