About Vine Capital Management
Vine Capital Management is a Financial Services company based in Temecula (United States) founded in 2015 by Tom Haynes. It offers financial strategy, wealth management, consulting, and retirement planning services. It operates on a B2C model. Vine Capital Management offers products and services including Wealth Management Services. Its focus areas include Finance, Wealth Management, Advisory Services and Investment Consulting. Its legal entity is Vine Capital Management, LLC. Similar companies include Raymond James, Focus Financial Partners and Alera Group; 2 of its 3 listed similar companies have raised funding.
Company details
Vine Capital Management, LLC, is a registered investment adviser based in Temecula, California, USA, providing personalized financial advisory services. They help clients develop strategies for wealth growth and retirement planning through consulting and management. The company emphasizes a straightforward, obligation-free approach to personal finances, assisting individuals with investment decisions and future planning. Services are delivered via phone or email consultations.
- Headquarters Temecula, United States
- Founders Tom Haynes
- SectorsFinancial Services
- Email••••••••
- Website vinecapitalmanagement.com
- Legal Name Vine Capital Management, Llc
Products & Services of Vine Capital Management
Vine Capital Management offers a comprehensive portfolio of products and services, including Wealth Management Services.
Provides strategies for wealth growth and retirement planning.
People of Vine Capital Management
1 people are tracked at Vine Capital Management (1 in leadership).
| Name | Role | Group |
|---|---|---|
Tom Haynes | Founder | Leadership |
Complete people profiles for Vine Capital Management
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Similar companies to Vine Capital Management
Vine Capital Management has 3 listed similar companies in our database, 2 of them funded. They include Raymond James, Focus Financial Partners and Alera Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. | ||
| aleragroup.com | 1995 | Deerfield, United States | $250M | HR, insurance, and liability services are provided by Alera Group. |
Detailed similar companies of Vine Capital Management
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Top companies in Investment Banks
3 companies that operate in the same segment as Vine Capital Management (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 119.72 B | 80,000 |
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Frequently Asked Questions about Vine Capital Management
Vine Capital Management was founded in 2015.
Vine Capital Management is headquartered in Temecula, United States. It is registered at Temecula, California, United States.
Vine Capital Management, LLC, is a registered investment adviser based in Temecula, California, USA, providing personalized financial advisory services. They help clients develop strategies for wealth growth and retirement planning through consulting and management. The company emphasizes a straightforward, obligation-free approach to personal finances, assisting individuals with investment decisions and future planning. Services are delivered via phone or email consultations.
Vine Capital Management's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Vine Capital Management offers Wealth Management Services.
Vine Capital Management operates through Vine Capital Management, Llc.