Insights

Long-tenured client base Potential upsell or cross-sell opportunities by targeting existing high-satisfaction clients for enhanced wealth management services, retirement planning, and tax-efficient investment strategies given their 10+ year relationships.

Senior leadership hires Recent additions to executive team and marketing leadership suggest growth initiatives; leverage these transitions to offer strategic advisory services, expanded digital marketing, and client acquisition support solutions.

Diversified product suite Opportunity to introduce additional financial products such as estate planning, more sophisticated annuities, and tax-advantaged offerings to deepen wallet share with current clients and attract new ones seeking holistic planning.

Mid-market advisory focus Firm sits in the mid-market, with moderate revenue and a lean headcount; tailor scalable fintech and compliance solutions, CRM optimization, and data analytics to improve efficiency and client experience as the firm scales.

Digital presence leverage Active investing and wealth management positioning combined with diverse tech stack and analytics usage; offer marketing tech, analytics dashboards, and performance tracking tools to strengthen client acquisition and retention.

Similar companies to V.S. Associates, Inc.

V.S. Associates, Inc. Tech Stack

V.S. Associates, Inc. uses 8 technology products and services including AppNexus, Facebook Pixel, Amazon Web Services, and more. Explore V.S. Associates, Inc.'s tech stack below.

  • AppNexus
    Advertising
  • Facebook Pixel
    Analytics
  • Cloud Hosting
  • Slick
    Javascript Libraries
  • Office Suites
  • Payment Processing
  • System Analytics & Monitoring
  • Google Analytics
    Web Analytics

V.S. Associates, Inc.'s Email Address Formats

V.S. Associates, Inc. uses at least 2 email formats:
V.S. Associates, Inc. Email FormatsExamplePercentage
FLast@vsainc.comJDoe@vsainc.com
81%
FirstLast@vsainc.comJohnDoe@vsainc.com
19%

Frequently Asked Questions

What is V.S. Associates, Inc.'s official website and social media links?

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V.S. Associates, Inc.'s official website is vsainc.com and has social profiles on LinkedIn.

How much revenue does V.S. Associates, Inc. generate?

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As of October 2026, V.S. Associates, Inc.'s annual revenue is estimated to be $10M - $25M.

What is V.S. Associates, Inc.'s NAICS code?

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V.S. Associates, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does V.S. Associates, Inc. have currently?

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As of October 2026, V.S. Associates, Inc. has approximately 14 employees across 3 continents, including North America, Asia and Oceania. Key team members include Founder Of Sanjog & Sasha Fashion Jewelry Brand, India: S. A., Assistant Manager Administration: J. B. and Marketing & Client Relations Manager: J. N. Explore V.S. Associates, Inc.'s employee directory with LeadIQ.

What industry does V.S. Associates, Inc. belong to?

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V.S. Associates, Inc. operates in the Financial Services industry.

What technology does V.S. Associates, Inc. use?

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V.S. Associates, Inc.'s tech stack includes AppNexus, Facebook Pixel, Amazon Web Services, Slick, Office 365, PayPal, Piwik and Google Analytics.

What is V.S. Associates, Inc.'s email format?

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V.S. Associates, Inc.'s email format typically follows the pattern of FLast@vsainc.com. Find more V.S. Associates, Inc. email formats with LeadIQ.

When was V.S. Associates, Inc. founded?

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V.S. Associates, Inc. was founded in 1991.
V.S. Associates, Inc. logo

V.S. Associates, Inc.

Financial ServicesCalifornia, United States11-50 Employees

V.S. Associates, Inc. is a financial services firm based in Canoga Park, California, with a long-standing focus on guiding clients through retirement planning and investment strategies. The company emphasizes tax-conscious financial planning and offers a range of investment products and guidance designed to maximize each client’s unique financial potential, including options such as annuities, mutual funds, IRAs and Roth IRAs, 529 plans, 401(k)s, and tax-advantaged investments. Clients are described as individuals seeking retirement and investment solutions, with an emphasis on developing comprehensive plans at no cost through close collaboration with a team led by Valentino Scott.

Founded over four decades ago, VS Associates positions itself within the financial services industry as a wealth management and investment guidance provider. The firm notes high client satisfaction, citing a large share of its active clients who have remained under its guidance for ten years or more, and has recently announced leadership additions in marketing and executive roles to support its growth. The company operates in the United States, delivering personalized financial planning and investment products through its Canoga Park headquarters.

Section iconCompany Overview

Website
vsainc.com
NAICS Code
52 - Finance and Insurance
Founded
1991
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    V.S. Associates, Inc.'s revenue is estimated to be in the range of $10M - $25M

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