About Vantage Point Advisors
Vantage Point Advisors is a Financial Services company based in San Diego (United States) founded in 2005 by Todd Poling, and was acquired by Stout in November 2022. Corporate advisory services are provided across multiple sectors. Its chief executive, as recorded, is Todd Poling. Its focus areas include Investment Industry, Investment Banks and IBs. Its legal entity is Maine Potato Growers, Inc.
Company details
Vantage Point Advisors was founded in 2005 and is headquartered in San Diego, United States. Advisory services are offered to corporations in various sectors, including strategic guidance and operational support. The firm operates primarily in the financial and consulting industries, with a focus on multi-sector expertise. Key leadership includes the founder and CEO, along with partners and managing directors who oversee client engagements and firm strategy.
- Headquarters San Diego, United States
- Founders Todd Poling
- Stage Acquired
- SectorsFinancial Services
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- Website vpadvisors.com
- Social LinkedIn
- Acquired by Stout (Nov 2022)
- Legal Name Maine Potato Growers, Inc
Investors in Vantage Point Advisors
Vantage Point Advisors has secured backing from 1 investor. Prominent investors backing the company include Stout.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investment banking and management consulting services are provided by Stout. | 1991 | stout.com | Royal Oak, United States |
Investor details for Vantage Point Advisors
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Verified entity values are shown only after access is granted.
People of Vantage Point Advisors
5 people are tracked at Vantage Point Advisors (5 in leadership).
| Name | Role | Group |
|---|---|---|
Todd Poling | Founder & CEO | Leadership |
Mike Richan | Partner | Leadership |
Oscar Cirilo | Managing Director | Leadership |
Mark A Smith | Partner | Leadership |
Todd Gaines | Chief Financial Officer | Leadership |
Complete people profiles for Vantage Point Advisors
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
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Verified entity values are shown only after access is granted.
Timeline of Vantage Point Advisors
2 dated milestones of Vantage Point Advisors across 17 years, from founding to its latest funding, stage changes and deals.
- Founded Vantage Point Advisors is founded.
- Exit Acquired by Stout.
Top companies in Investment Banks
3 companies that operate in the same segment as Vantage Point Advisors (Investment Banks) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | USD 42.22 M | |||
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | USD 7.55 M | USD 119.72 B | 80,000 |
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Frequently Asked Questions about Vantage Point Advisors
Vantage Point Advisors was founded in 2005.
Vantage Point Advisors is headquartered in San Diego, United States. It is registered at San Diego, California, United States.
Todd Poling is the CEO of Vantage Point Advisors, as recorded in our data. They have also founded this company.
Vantage Point Advisors was founded in 2005 and is headquartered in San Diego, United States. Advisory services are offered to corporations in various sectors, including strategic guidance and operational support. The firm operates primarily in the financial and consulting industries, with a focus on multi-sector expertise. Key leadership includes the founder and CEO, along with partners and managing directors who oversee client engagements and firm strategy.
Vantage Point Advisors has 1 investor. Key investors include Stout.
Vantage Point Advisors operates through Maine Potato Growers, Inc.
Yes. Vantage Point Advisors was acquired by Stout in November 2022.
