Insights

Strong Market Position Victory Wealth Services is recognized repeatedly as a top place to retire in the United States, indicating a strong local market presence and a loyal client base focused on retirement planning services.

Growth Potential With revenue estimated between 10 million and 25 million dollars and a relatively small team of up to 50 employees, there are significant opportunities for expansion through targeted technology solutions or additional service offerings.

Technology Adoption The company's use of various digital tools such as Cloudflare, MonsterInsights, and app integrations suggests an openness to leveraging technology, providing opportunities to introduce advanced financial planning tools or client engagement platforms.

Niche Focus Victory’s emphasis on aligning financial decisions with clients' personal values and goals resonates with clients seeking personalized and socially responsible investment options, a growing trend in the wealth management sector.

Competitive Benchmark Operating in a landscape with major players like Charles Schwab and Fidelity, Victory can leverage its local expertise and personalized service model to differentiate and capture additional market share through advanced client analytics and tailored marketing approaches.

Victory Wealth Services Tech Stack

Victory Wealth Services uses 8 technology products and services including AppNexus, Signal, RSS, and more. Explore Victory Wealth Services's tech stack below.

  • AppNexus
    Advertising
  • Signal
    Communications Technology
  • RSS
    Content Management System
  • jQuery Migrate
    Javascript Libraries
  • Preact
    Javascript Libraries
  • Cloudflare Bot Management
    Security
  • MonsterInsights
    Web Platform Extensions
  • Hello Bar
    Widgets

Victory Wealth Services's Email Address Formats

Victory Wealth Services uses at least 1 format(s):
Victory Wealth Services Email FormatsExamplePercentage
First@victorywealth.comJohn@victorywealth.com
50%
First@victorywealth.comJohn@victorywealth.com
50%

Frequently Asked Questions

Where is Victory Wealth Services's headquarters located?

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Victory Wealth Services's main headquarters is located at 3741 Karicio Lane, Suite 2. The company has employees across 1 continents, including North America.

What is Victory Wealth Services's phone number?

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You can contact Victory Wealth Services'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 Victory Wealth Services's official website and social media links?

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Victory Wealth Services's official website is victorywealth.com and has social profiles on LinkedIn.

What is Victory Wealth Services's SIC code NAICS code?

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Victory Wealth Services's SIC code is 8741 - Management Services NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Victory Wealth Services have currently?

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As of December 2025, Victory Wealth Services has approximately 12 employees across 1 continents, including North America. Key team members include Chief Operating Officer: L. T.Partner: J. B.Owner: J. H.. Explore Victory Wealth Services's employee directory with LeadIQ.

What industry does Victory Wealth Services belong to?

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Victory Wealth Services operates in the Investment Management industry.

What technology does Victory Wealth Services use?

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Victory Wealth Services's tech stack includes AppNexusSignalRSSjQuery MigratePreactCloudflare Bot ManagementMonsterInsightsHello Bar.

What is Victory Wealth Services's email format?

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Victory Wealth Services's email format typically follows the pattern of First@victorywealth.com. Find more Victory Wealth Services email formats with LeadIQ.

When was Victory Wealth Services founded?

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Victory Wealth Services was founded in 2005.

Victory Wealth Services

Investment ManagementArizona, United States11-50 Employees

The team at Victory, works to help you:

1️⃣  Align financial choices with your most important goals & deeply held values.

2️⃣  Work to get your entire financial house in order.

3️⃣  Gain the highest level of confidence – regardless of what happens in the markets or economy.

VICTORY WEALTH SERVICES (VICTORY) is a state-registered investment adviser.  Information presented is for educational purposes only intended for a broad audience.  The information does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk & are not guaranteed.  VICTORY has reasonable belief that this marketing does not include any false or material misleading statements or omissions of facts regarding services, investment, or client experience. VICTORY has reasonable belief that the content as a whole will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to https://victorywealth.com/firm-brochure/ for the adviser’s ADV Part 2A for material risks disclosures. 

Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, nature & timing of the investments & relevant constraints of the investment. VICTORY has presented information in a fair & balanced manner.  

VICTORY is not giving tax, legal or accounting advice, consult a professional tax or legal representative if needed.  

Although the firm does not charge a fee for attending a consultation/meeting, & said consultation/meeting offers the attendees educational information, by contacting us, you may be offered information regarding the purchase of insurance & investment products.  Annuities & insurance products are provided by various insurance companies & offered through Victory Insurance & Financial Services, LLC., a licensed insurance agency, DBA Victory Wealth Services in AZ.

Section iconCompany Overview

Headquarters
3741 Karicio Lane, Suite 2
Phone number
SIC Code
8741 - Management Services
NAICS Code
5239 - Other Financial Investment Activities
Founded
2005
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Victory Wealth Services's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Victory Wealth Services's revenue is estimated to be in the range of $10M$25M

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