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Vantage Financial

ActiveOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 MediumHeat score — how much recent activity & attention the company has (web traffic, news, hiring).📈 Medium growthGrowth score — momentum trend across web traffic, headcount and other growth signals.
Elm Grove, Wisconsin, United States Founded 2018 11-50 employees For Profit

Vantage Financial is a financial firm that offers investment and risk analysis, accumulation goals, and retirement and estate planning.

Vantage Financial on Acquirezy — acquisitions, funding rounds, investments, investors, key people & contacts.

Vantage Financial was acquired by NorthRock Partners in 2026.
Last Funding
Acquisitions
0
Monthly Visits
Contacts
18

About Vantage Financial

Funding & Financials

Total funding
Funding rounds
Last funding
Last funding type
Last funding date
Funding status
Total equity funding
Revenue range

IPO & Stock

IPO status
Private

Web Traffic

Monthly visits
Global traffic rank
6-mo avg visits
Visit duration (s)
Pages / visit
Bounce rate
Rank change (mo)

Technology & IP

Active technologies
3
IT spend
$65.62K

Company Info

Founded
2018
Employees
11-50
Operating status
Active
Company type
For Profit
Org types
company
HQ
Elm Grove, Wisconsin, United States
Region
Great Lakes, Midwestern US
Exit date
Apr 1, 2026

Signals & Scores

Heat score
Medium
Growth score
Medium
Trend (7d)
3
Trend (30d)
0.2
Trend (90d)
-1.5
18
professional contacts at Vantage Financial
Contact execs at Vantage Financial

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FAQs about Vantage Financial

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Vantage Financial — Company Profile