About Verso Financial
Verso Financial is a Financial Services company based in Mishawaka (United States) founded in 1954 by Kevin M Grunawalt. Boutique firm providing investment strategies, risk management, and retirement planning for clients. It operates on a B2B and B2C model. Its chief executive, as recorded, is Kevin M Grunawalt. Its Indian entity Fdc Web Technologies Private Limited reported revenue of ₹10.79 Cr. Verso Financial offers products and services including Investment Strategies, Risk Management, and Retirement Design. Its focus areas include FinTech, Investment Tech, Financial Planning and Wealth Management. Similar companies include The Tifin Group, Ascensus and Farther; 2 of its 3 listed similar companies have raised funding.
Company details
Verso Financial is a boutique financial planning firm based in Mishawaka, Indiana, offering comprehensive services like investment strategies, risk management, and retirement design. They serve individuals, families, and businesses, helping with wealth accumulation, preservation, and generational planning. With over 30 years of experience, the team guides clients through financial decisions and uncertainties, emphasizing personalized advice and strategies.
- Headquarters Mishawaka, United States
- Founders Kevin M Grunawalt
- SectorsFinancial Services
- Email••••••••
- Website versofinancial.com
- Social LinkedIn X Facebook
- Legal Name Verso Finance Group
- Date of Incorporation 07 Jun, 2018
- Jurisdiction Kanayannur, Kerala, India
- Indian entity revenue₹10.79 Cr
FY 2025 · +28% YoY
- Indian entity net profit₹1.55 Cr
FY 2025 · 14% margin
- Indian entity EBITDA₹2.20 Cr
FY 2025 · 20% margin
Associated legal entities of Verso Financial
Verso Financial operates through Fdc Web Technologies Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Fdc Web Technologies Private Limited CIN U72900KL2018FTC053590 | Active | 07 Jun 2018 | Kanayannur, Kerala | ₹10.8 Cr | 2 | View details |
Products & Services of Verso Financial
Verso Financial offers a comprehensive portfolio of products and services, including Investment Strategies, Risk Management, and Retirement Design.
Guidance on investing money to simplify complex choices and strategies.
Planning for uncertainties to protect key assets in financial plans.
Assisting in creating secure retirement plans based on clients' hard work.
Board of directors of Fdc Web Technologies Private Limited (Verso Financial)
Fdc Web Technologies Private Limited is the primary company behind Verso Financial. The board of Fdc Web Technologies Private Limited currently have 2 directors; the longest-serving is Alexis Berno, appointed in 2018. 2 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Alexis Berno DIN 08152516 | Director | 07 Jun 2018 | 8 yrs 4 mo | Fdc Web Technologies Private Limited |
| Sreeja Sreeram DIN 10042399 | Managing Director | 14 Feb 2023 | 3 yrs 8 mo | Fdc Web Technologies Private Limited |
People of Verso Financial
1 people are tracked at Verso Financial (1 in leadership).
| Name | Role | Group |
|---|---|---|
Kevin M Grunawalt | Founder, CEO | Leadership |
Complete people profiles for Verso Financial
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Financials of Verso Financial
Figures of Fdc Web Technologies Private Limited, the primary company behind Verso Financial, for FY 2025. Revenue was ₹10.79 Cr (+28% year on year). Net profit was ₹1.55 Cr (14% margin). EBITDA was ₹2.20 Cr (20% margin). Revenue has grown at a compounded annual rate of +14% over three years and +31% over five years.
- ₹10.79 CrRevenue · FY 2025 · +28% YoY
- ₹1.55 CrNet profit · 14% margin
- ₹2.20 CrEBITDA · 20% margin
- ₹9 LakhPaid-up capital
- +14%Revenue CAGR, 3 years
- +31%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Fdc Web Technologies Private Limited are on its company page.
Detailed financial statements for Verso Financial
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Similar companies to Verso Financial
Verso Financial has 3 listed similar companies in our database, 2 of them funded. They include The Tifin Group, Ascensus and Farther.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| tifin.com | 2018 | New York, United States | $219.01M | AI-enabled financial planning and advisory solutions are provided for individuals. | ||
| ascensus.com | 1980 | Dresher, United States | 5,112 | Retirement, health, and college savings services are administered nationwide. | ||
| farther.com | 2019 | New York, United States | $272M | App-based financial planning and management platform for individuals |
Detailed similar companies of Verso Financial
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Web traffic of Verso Financial
The website of Verso Financial (versofinancial.com) receives about 1K visits a month.
- Monthly visits1K
▼ 20.8% vs previous month
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Verso Financial (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Related news about Verso Financial
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Frequently Asked Questions about Verso Financial
Verso Financial was founded in 1954.
Verso Financial is headquartered in Mishawaka, United States. It is registered at Mishawaka, Indiana, United States.
Kevin M Grunawalt is the CEO of Verso Financial, as recorded in our data. They have also founded this company.
The primary company behind Verso Financial, Fdc Web Technologies Private Limited, reported revenue of ₹10.79 Cr for FY 2025, up 28% year on year.
Verso Financial is a boutique financial planning firm based in Mishawaka, Indiana, offering comprehensive services like investment strategies, risk management, and retirement design. They serve individuals, families, and businesses, helping with wealth accumulation, preservation, and generational planning. With over 30 years of experience, the team guides clients through financial decisions and uncertainties, emphasizing personalized advice and strategies.
Verso Financial's top competitors include The Tifin Group, Ascensus and Farther.
Verso Financial offers Investment Strategies, Risk Management, and Retirement Design.
Verso Financial operates through Fdc Web Technologies Private Limited.
The legal entities of Verso Financial currently have 2 directors, including Alexis Berno, Sreeja Sreeram.