41
Growth Score
pts
Heat Score
-15 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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2782147
Vantage Impact offers transition consulting for financial advisors, aiding in firm changes, RIA launches, and broker-dealer transitions.
About the Company
Vantage Impact provides transition consulting services for financial advisors. The company assists advisors in launching a Registered Investment Advisor (RIA), joining a new firm, or changing broker-dealers. Vantage Impact offers confidential consultations to help advisors navigate complex transitions and find the right firm to affiliate with. The
company also explores opportunities for financial advisors, including CPA and succession plan partnerships. Vantage Impact emphasizes the importance of diversity in the financial services industry, particularly focusing on women advisors.
