VitalStone Financial
VitalStone Financial offers customized financial advice and wealth management for business owners and healthcare professionals.
- Company typePrivate
- Founded-
- HeadquartersSan Antonio, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What VitalStone Financial does
VitalStone Financial specializes in providing tailored financial advice and wealth management services. With over 20 years of experience, the company focuses on serving business owners and healthcare professionals, emphasizing the importance of customized financial planning. VitalStone Financial offers a range of services aimed at building and managing wealth, recognizing that each client's needs are unique. The team at VitalStone is dedicated to creating strategies that align with the individual goals and circumstances of their clients, ensuring a personalized approach to financial advice.
VitalStone Financial firmographics
Firmographics- Name
- VitalStone Financial
- Legal name
- VitalStone Financial, LLC.
- Website
- https://www.vitalstonefinancial.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- VitalStone Financial offers customized financial advice and wealth management for business owners and healthcare professionals.
- Ownership category
- akta.pro rank
VitalStone Financial industry classification
Industry- Product category
- Wealth Management and Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industries
- Comprehensive Financial Planning (FSAEAAAA), Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)
Keywords
Where VitalStone Financial is headquartered
LocationHeadquarters
- HQ city
- San Antonio
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
VitalStone Financial business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Investment Advisory Services: VitalStone Financial, operating as a DBA of Maridea Wealth Management (a Registered Investment Advisor), generates revenue through investment advisory fees. As an RIA, the firm likely charges fees based on assets under management (AUM), hourly rates, or fixed fees for financial planning services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Mid-Career Assessment - Free initial evaluation for qualified clients |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
VitalStone Financial product offering
Product offeringCore offering
VitalStone Financial provides customized financial planning, investment management, business planning, and legacy planning services to physicians, advanced career professionals, and business owners. The firm operates as a registered investment adviser (DBA of Maridea Wealth Management, LLC), delivering advisory services through a structured three-stage process: Mid-Career Assessment, Responsive Portfolio Growth, and Financial Freedom Services.
Product overview
VitalStone Financial is a financial advisory firm operating as a DBA of Maridea Wealth Management, LLC, a Registered Investment Advisor. The firm offers a unified service model for physicians, advanced career professionals, and business owners, comprising four core services (Financial Planning, Investment Management, Business Planning, and Legacy Planning) supported by a structured three-stage planning process: Mid-Career Assessment, Responsive Portfolio Growth, and Financial Freedom Services. Clients access their accounts through a Client Portal that integrates with Charles Schwab, E-Money, and Black Diamond platforms.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning
- Investment Management
- Business Planning
- Legacy Planning
- Mid-Career Assessment
Companies that use VitalStone Financial
Customer profileSegments3 records
Ideal customer profiles3 records
VitalStone Financial technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Feature1 record
VitalStone Financial partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core.
- Charles SchwabcoreCharles Schwab provides custodial services and client portal access for VitalStone Financial clients. Clients access their accounts through Schwab's platform as part of the firm's service offering, with Schwab handling account administration and reporting.
- E-MoneycoreE-Money is a financial planning software platform integrated into VitalStone Financial's client portal, providing clients with comprehensive financial planning tools and account aggregation.
- Black DiamondcoreBlack Diamond is a reporting and portfolio management platform integrated into VitalStone Financial's client portal, offering performance reporting and portfolio analytics for clients.
- Private Client ServicescorePrivate Client Services (Member FINRA and SIPC) provides securities brokerage services for VitalStone Financial clients. Securities are offered through registered representatives, while advisory services are provided through Maridea Wealth Management. This is an unaffiliated entity providing complementary brokerage services.
- Maridea Wealth ManagementcoreMaridea Wealth Management is the parent Registered Investment Advisor under which VitalStone Financial operates as a DBA. The RIA rollup model consolidates five registered investment advisers, providing shared compliance infrastructure, technology, and revenue-sharing arrangements while sub-advisers retain their brands and licenses.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
VitalStone Financial competitors and assessment
Company assessmentDirect peers
- Focus Financial Partners: Public RIA rollup that partners with independent wealth management firms under a partnership model, providing shared infrastructure. Highly comparable to the Maridea/VitalStone model of consolidating RIAs while preserving sub-adviser brands.
- Wealth Enhancement Group: Large RIA rollup platform that consolidates independent advisory practices under shared compliance and operations, structurally analogous to Maridea Wealth Management / VitalStone's DBA model. Both pursue scale by aggregating sub-advisers and offer financial planning alongside investment management.
- Carson Group: RIA rollup and advisor platform that provides compliance, technology, and operations to independent financial advisors, with a strong focus on financial planning. Comparable operating model and target advisor base to the Maridea platform underlying VitalStone.
Broad incumbents
- Creative Planning: Large national RIA offering comprehensive financial planning, investment management, and wealth advisory to HNW individuals, business owners, and professionals. Overlaps VitalStone's service mix and physician/business-owner clientele but at materially greater scale and breadth.
- Fisher Investments: Large RIA specializing in personalized investment management for high-net-worth individuals and institutional clients. Comparable in delivering discretionary investment management to affluent individuals, though Fisher is significantly larger and less niche in healthcare/business-owner focus.
- Commonwealth Financial Network: Large independent RIA and broker-dealer platform supporting thousands of financial advisors with compliance, technology, and practice management resources. Conceptually similar platform-of-RIAs approach to the Maridea structure supporting VitalStone.
- Edelman Financial Engines: Large RIA providing financial planning and investment management to individuals and plan participants nationwide. Comparable comprehensive financial planning offering to VitalStone, with substantially greater scale and a digital engagement model.
Emerging players
- Facet Wealth: Tech-enabled financial planning firm offering flat-fee advice to HNW individuals nationwide. Competes for the same advanced-career-professional and HNW-client persona as VitalStone but via a digital-first, multi-state delivery model that avoids VitalStone's geographic registration limits.
Others
- Private Client Services: FINRA/SIPC member broker-dealer that provides securities execution for VitalStone clients via registered representatives. Not a competitor but a structural counterpart — comparable brokerage services that VitalStone relies on rather than offers itself.
- Maridea Wealth Management: Parent Registered Investment Advisor of VitalStone, consolidating five RIAs under shared SEC registration. Not a peer in a competitive sense, but the operating platform that VitalStone sits inside; useful as a structural comparand for the rollup architecture.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
VitalStone Financial social profiles
Digital presenceVitalStone Financial compliance and trust
Trust signalCompliance3 records
VitalStone Financial financial estimates
Financial estimateRevenue estimate
Valuation estimate
VitalStone Financial leadership team
Management profileNumber of profiles
Profiles8 records
VitalStone Financial funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
VitalStone Financial M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about VitalStone Financial
What does VitalStone Financial do?
VitalStone Financial provides customized financial planning, investment management, business planning, and legacy planning services to physicians, advanced career professionals, and business owners. The firm operates as a registered investment adviser (DBA of Maridea Wealth Management, LLC), delivering advisory services through a structured three-stage process: Mid-Career Assessment, Responsive Portfolio Growth, and Financial Freedom Services.
Is VitalStone Financial a public or private company?
VitalStone Financial is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was VitalStone Financial founded?
VitalStone Financial was founded in -1. It employs 1 to 10 people.
Where is VitalStone Financial based?
VitalStone Financial is headquartered in San Antonio, United States, in the North America region.
How does VitalStone Financial make money?
One revenue line is on record: investment Advisory Services.
Who are VitalStone Financial's main competitors?
Direct peers on record are Focus Financial Partners, Wealth Enhancement Group and Carson Group. Broad incumbents are Creative Planning, Fisher Investments, Commonwealth Financial Network and Edelman Financial Engines. Facet Wealth is listed as an emerging player. Others are Private Client Services and Maridea Wealth Management.
Does VitalStone Financial have an API?
No public API is recorded for VitalStone Financial.
What industry is VitalStone Financial in?
VitalStone Financial's product category is Wealth Management and Financial Advisory Services. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAEAAAA, Comprehensive Financial Planning. Its NAICS code is 523940 and its SIC code is 6282.