What departments does Vista Wealth Solutions have?

Vista Wealth Solutions has employees across 5 departments including Entrepreneurship, Customer Success, Finance, Banking, Information Technology.

What is the largest department at Vista Wealth Solutions?

The largest department at Vista Wealth Solutions is Finance with 7 employees.

Where are Vista Wealth Solutions employees located globally?

Vista Wealth Solutions has employees across 3 continents and 5 countries including India, Sri Lanka, Pakistan, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Vista Wealth Solutions's team size changed over time?

Vista Wealth Solutions's team has grown from approximately 270 to 307 employees based on available data.

Vista Wealth Solutions Employee Directory

Financial ServicesPennsylvania, United States201-500 Employees

Vista Wealth Solutions operates in the financial services sector and is based in King of Prussia, Pennsylvania. The firm serves individuals, families, and business owners across the United States by providing transparent guidance, educational insights, and customized strategies aligned with each client's goals. It maintains a network of more than 25 offices and supports over 100,000 clients. Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. The supervisory office is located at 201 King of Prussia Road, Suite 501, Radnor, PA 19087.

Vista Wealth Solutions Global Highlights

North America
341

United States Of America
341

Asia
5

India
3
Sri Lanka
1
Pakistan
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Vista Wealth Solutions's Leadership

B. R.
Vice President At Massmutual New Jersey-Nyc
Mobile Phone
Email
J. B.
Owner
Mobile Phone
Email
J. W.
Executive Senior Partner
Mobile Phone
Email
S. G. A.
Director
Mobile Phone
Email
A. M.
Client Relationship Manager
Mobile Phone
Email
D. H.
Creative Lead
Mobile Phone
Email
E. M. S.
Financial Services Executive
Mobile Phone
Email
B. R.
Financial Advisor
Mobile Phone
Email

Vista Wealth Solutions Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Finance
Legal
Recruiting
Other
Arts & Design

Contact profiles from Vista Wealth Solutions

Name

Title

Contact Info

Location

Last Update

J. B.
Owner
Mobile Phone
Email
Oct 17, 2024
J. W.
Executive Senior Partner
Mobile Phone
Email
Oct 17, 2024
B. R.
Vice President At Massmutual New Jersey-Nyc
Mobile Phone
Email
Oct 22, 2024
S. G. A.
Director
Mobile Phone
Email
United KingdomEngland
Aug 03, 2026
A. M.
Client Relationship Manager
Mobile Phone
Email
Jun 30, 2026
D. H.
Creative Lead
Mobile Phone
Email
Oct 21, 2024
E. M. S.
Financial Services Executive
Mobile Phone
Email
Jun 25, 2026
B. R.
Financial Advisor
Mobile Phone
Email
Aug 13, 2026
B. C.
Financial Services Professional
Mobile Phone
Email
Jul 06, 2026
C. F.
Financial Planner
Mobile Phone
Email
Apr 16, 2026

Frequently Asked Questions

What is Vista Wealth Solutions known for?

Vista Wealth Solutions was founded in 1886 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-413-788-****

. Explore Vista Wealth Solutions's company overview page for more information.

What is Vista Wealth Solutions's most common email format?

Vista Wealth Solutions employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Vista Wealth Solutions email formats with LeadIQ.

How many employees does Vista Wealth Solutions have currently?

Vista Wealth Solutions has approximately 438 employees as of August 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Vista Wealth Solutions's key employees and leadership?

As of August 2026, Vista Wealth Solutions's key employees include:

Vice President At Massmutual New Jersey-Nyc: B. R.
Owner: J. B.
Executive Senior Partner: J. W.
Director: S. G. A.
Client Relationship Manager: A. M.

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Vista Wealth Solutions Employee Directory

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