About VRC
VRC is a Financial Services company based in Milwaukee (United States) founded in 1975. Diversified investment management services are provided by VRC to clients. Its website valuationresearch.com draws about 14 thousand monthly visits. VRC offers products and services including Fairness Opinions, Portfolio Valuations, and Solvency Opinions. Its focus areas include Asset Management and Diversified. Its legal entity is VALUATION RESEARCH CORP. Its competitors include Fidelity Investments, Morgan Stanley and Guggenheim Partners; 2 of its 3 listed competitors have raised funding.
Company details
VRC was established in 1975 and is headquartered in Milwaukee, United States. Operations as a diversified investment management firm are conducted, with a focus on valuation research and analysis. Services including asset appraisals and market assessments are delivered to support client portfolios across multiple sectors. Analytical tools and reports are generated to inform investment decisions in a structured manner.
- Headquarters Milwaukee, United States
- SectorsFinancial Services
- Website category Finance · Accounting and Auditing
- Email••••••••
- Phone•••• ••••
- Website valuationresearch.com
- Social LinkedIn X
- Legal Name Valuation Research Corp
- Latest Funding Round$900K (USD), Unspecified
Apr 2026
Products & Services of VRC
VRC offers a comprehensive portfolio of products and services, including Fairness Opinions, Portfolio Valuations, and Solvency Opinions.
Provides opinions on transaction fairness for corporate deals
Valuates illiquid securities and investments for financial reporting
Assesses financial adequacy for recapitalizations and distributions
Funding Insights of VRC
- Total Rounds 15
- Last Round Unspecified — $900,000
- First Round $197,100
(Dec 2003)
Latest 10 of 15 funding rounds of VRC with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Apr 2026 | $900,000 | Unspecified | – | – | – |
| Apr 2025 | $231,000 | Unspecified | – | – | – |
| Apr 2024 | $363,000 | Unspecified | – | – | – |
| Apr 2023 | $462,000 | Unspecified | – | – | – |
| Apr 2022 | $394,200 | Unspecified | – | – | – |
| Apr 2021 | $65,700 | Unspecified | – | – | – |
| Apr 2020 | $262,800 | Unspecified | – | – | – |
| Apr 2019 | $98,550 | Unspecified | – | – | – |
| Mar 2017 | $98,550 | Unspecified | – | – | – |
| Jul 2015 | $65,700 | Unspecified | – | – | – |
People of VRC
7 people are tracked at VRC (7 in leadership).
| Name | Role | Group |
|---|---|---|
Chris Mellen | Senior Managing Director | Leadership |
Joseph Sisson | Senior Vice President | Leadership |
Stephanie Wittrock | Senior Vice President | Leadership |
Bryson Miller | Managing Director | Leadership |
James Truog | Chief Operating Officer | Leadership |
Pj Patel | Co-ceo & Senior Managing Director | Leadership |
John Bintz | Managing Director | Leadership |
Complete people profiles for VRC
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of VRC
3 dated milestones of VRC across 51 years, from founding to its latest funding, stage changes and deals.
- Founded VRC is founded.
- Funding First funding round of $197K.
- Funding Latest funding round, Unspecified, of $900K.
Competitors of VRC
VRC has 3 listed competitors in our database, 2 of them funded. They include Fidelity Investments, Morgan Stanley and Guggenheim Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. |
Detailed competitors of VRC
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of VRC
The website of VRC (valuationresearch.com) receives about 13.6K visits a month and ranks #1,634,218 among all websites worldwide, #3,941 in Accounting and Auditing.
- Monthly visits13.6K
▼ 17% vs previous month
- Unique visitors8.2K
per month
- Global rank#1,634,218
among all websites
- Category rank#3,941
Finance · Accounting and Auditing
- Bounce rate51%
- Pages per visit1.6
- Average visit1 min 00 sec
- DevicesDesktop 41% · Mobile 59%
Websites whose visitors overlap most with VRC. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
onlinebusinessappraisal.com | onlinebusinessappraisal.com | 100% | – | ||
kpmg-institutes.com | kpmg-institutes.com | 95% | – | ||
wolfandco.com | wolfandco.com | 94% | #1,146,793 | – | |
| zanbato.com | 76% | 9.7K | #2,375,675 | View details | |
| cascadiacapital.com | 67% | #1,115,298 | View details | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 17 similar websites and full traffic analytics for VRC
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 17 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as VRC (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Vrc
Complete news archive for VRC
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about VRC
VRC was founded in 1975 and raised its 1st funding round 28 years after it was founded.
VRC is headquartered in Milwaukee, United States. It is registered at Milwaukee, Wisconsin, United States.
VRC was established in 1975 and is headquartered in Milwaukee, United States. Operations as a diversified investment management firm are conducted, with a focus on valuation research and analysis. Services including asset appraisals and market assessments are delivered to support client portfolios across multiple sectors. Analytical tools and reports are generated to inform investment decisions in a structured manner.
VRC's top competitors include Fidelity Investments, Guggenheim Partners and Morgan Stanley.
VRC offers Fairness Opinions, Portfolio Valuations, and Solvency Opinions.
VRC operates through Valuation Research Corp.