Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
Vertex Planning Partners Logo
Vertex Planning Partners Growth Score
86
CB Rank
1986498
Heat Score
44
Vertex Planning Partners offers comprehensive insurance and estate planning, wealth management, investments advice, and financial services.
Founded
obfuscation
Private Downers Grove, Illinois, United States11-50 www.vertexplanningpartners.com/
Advice
Asset Management
Financial Services
Wealth Management
Overview

Vertex Planning Partners
Growth Score
86
Heat Score
44

Growth Score86
-1 pts
in past quarter
Heat Score 44
-11 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
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
Learn More >
Recent Events
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
See more interactive data and historical milestones on desktop for the best experience

About Vertex Planning Partners

CB Rank
1986498
Vertex Planning Partners offers comprehensive insurance and estate planning, wealth management, investments advice, and financial services.
Founded
obfuscation
Private Downers Grove, Illinois, United States11-50 www.vertexplanningpartners.com/
Advice
Asset Management
Financial Services
Wealth Management

Details

Legal Name Vertex Planning Partners, LLC
Operating Status Active
Company Type For Profit
Phone Number +1 630 836 3300
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management
Comprehensive financial planning and investment management to help clients achieve their financial goals.
Generational Wealth Services
Financial administration and planning focused on preserving and growing family wealth across generations.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 13
News
Technology
View Tech Report

Monthly Web Visits

61

IT Spend

$138.6KThis year, Vertex Planning Partners is projected to spend $138.6K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Mobile App Inbox Logo
Mobile App Inbox
97
Renewal Tracking Logo
Renewal Tracking
82
Retirement Trends Logo
Retirement Trends
81

Active Website Tech Count

30Vertex Planning Partners is actively using 30 technologies for its website, according to BuiltWith. These include SSL by Default, Viewport Meta, and  LetsEncrypt.
Sub-Organizations
Frequently Asked Questions

Where is Vertex Planning Partners's headquarters? Vertex Planning Partners is located in Downers Grove, Illinois, United States.Who are Vertex Planning Partners's competitors? Alternatives and possible competitors to Vertex Planning Partners may include Blue Chip Partners, Burnett Advisors, and  Mattern Wealth Management.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(f7db04b 1)
|