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Vineyard Financial Logo
Vineyard Financial CB Rank
897401
Heat Score
51
Vineyard Financial offers taxation, estate planning, life insurance, investments, retirement income strategies & wealth management services.
Private Evansville, Indiana, United States1-10 www.vineyardfinancial.com
Financial Services
Life Insurance
Retirement
Wealth Management
Overview

Vineyard Financial
Heat Score
51

Growth Score
pts
in past quarter
Heat Score 51
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
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About Vineyard Financial

CB Rank
897401
Vineyard Financial offers taxation, estate planning, life insurance, investments, retirement income strategies & wealth management services.
Private Evansville, Indiana, United States1-10 www.vineyardfinancial.com
Financial Services
Life Insurance
Retirement
Wealth Management

Details

Operating Status Active
Company Type For Profit
Phone Number +1-812-474-6200
Contact Email brad@vineyardfinancial.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Income Strategies
Services to create and optimize retirement income plans that address risks and ensure financial stability during retirement.
Wealth Management Services
Comprehensive management of clients' financial assets to meet long-term financial goals and preserve wealth.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 8
News

News and Press

News•Jun 29, 2026
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News•Apr 20, 2026
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News•Jan 22, 2026
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News•Oct 29, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

132

IT Spend

$73.4KThis year, Vineyard Financial is projected to spend $73.4K on IT, according to Aberdeen.

Active Website Tech Count

14Vineyard Financial is actively using 14 technologies for its website, according to BuiltWith. These include Mobile Non Scaleable Content, Google Cloud, and  PayPal.

Total IP

1Vineyard Financial has 1 registered trademark in the 'Education; entertainment' class, according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Vineyard Financial's headquarters? Vineyard Financial is located in Evansville, Indiana, United States.Who are Vineyard Financial's competitors? Alternatives and possible competitors to Vineyard Financial may include Cresset, KeyBank, and  The High Net Worth Advisory Group.
Who We Are
What We Do
Helpful Links
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