Verso Financial

Mishawaka, United States Founded: 1954 • Age: 72 yrs
Boutique firm providing investment strategies, risk management, and retirement planning for clients.
Annual revenue $981,411 Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors - Known backers
Products 3 Services tracked
Competitors 10 Brand Intelligence

About Verso Financial

Verso Financial is a company based in Mishawaka (United States) founded in 1954 by Kevin M Grunawalt. It operates as a B2B and B2C. Verso Financial offers products and services including Investment Strategies, Risk Management, and Retirement Design. Verso Financial operates in a competitive market with competitors including The Tifin Group, Ascensus, Farther, Earned Wealth and Learnvest, among others.

  • Headquarter Mishawaka, United States
  • Founders Kevin M Grunawalt
  • Sectors
    Financial Services
  • Email
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  • Phone
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  • Website
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  • Social
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  • Legal Name Verso Finance Group
  • Jurisdiction Kanayannur, Kerala, India
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    $981.41 K (USD)
    13.53
    as on Mar 31, 2024
  • Net Profit
    $126.73 K (USD)
    5.53
    as on Mar 31, 2024
  • EBITDA
    $202.53 K (USD)
    10.5
    as on Mar 31, 2024
  • Latest Funding Round
    Not available
  • Investors
    Not available
  • Employee Count
    Not available
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Products & Services of Verso Financial

Verso Financial offers a comprehensive portfolio of products and services, including Investment Strategies, Risk Management, and Retirement Design.

Product name locked
Category locked
Primary

Guidance on investing money to simplify complex choices and strategies.

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Planning for uncertainties to protect key assets in financial plans.

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Assisting in creating secure retirement plans based on clients' hard work.

Funding Insights of Verso Financial

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Detailed funding history for Verso Financial

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Investments & Acquisitions by Verso Financial

Investments
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Investment portfolio details for Verso Financial

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Financial Statements - Verso Financial

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Detailed financials for Verso Financial

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Verso Financial Comparisons

Verso Financial Primary company
Description
Boutique firm providing investment strategies, risk manageme...
Location
Mishawaka, United States
Founded Year
1954
Annual Revenue
$981.41 K (USD)
Net Profit
$126.73 K (USD)
EBITDA
$202.53 K (USD)
Employees
Not available
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Peer comparison for Verso Financial

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Competitors of Verso Financial

Verso Financial operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as The Tifin Group, Ascensus, Farther, Earned Wealth and Learnvest, among others.

Company Name Domain Founded year HQ Location Description
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AI-enabled financial planning and advisory solutions are provided for individuals.
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Retirement, health, and college savings services are administered nationwide.
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App-based financial planning and management platform for individuals
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Financial advisory and wealth management are provided to healthcare professionals.
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Personal finance management and investment advise
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An app-based platform is provided for individual wealth management.
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Detailed competitors of Verso Financial

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Latest news on Verso Financial

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Complete news archive for 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 current CEO of Verso Financial. They have also founded this company.

Annual revenue of Verso Financial is $981.41K as on Mar 31, 2024.

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.

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