Vertera Financial
2025-10-10
ID: #1182811
Listed In : Legal & Financial
Business Description
Vertera Financial was founded to offer what the traditional financial world often overlooks: real relationships, personalized guidance, and values-aligned service. "Vertera,” from the Latin vertere—to turn, to change, to transform—reflects how we help clients move forward with clarity and confidence. Based in Chicago's North Side, our community's diversity and inclusivity shape the way we serve—with care, authenticity, and trust. We partner with Fidelity for custodianship, ensuring unmatched security, scale, and integrity, and collaborate with Kestra Financial for boutique agility and institutional-grade tools. At Vertera, technology is the foundation, but relationships are the difference.
Frequently Asked Questions
Where is Vertera Financial located?
Vertera Financial is located at 4301 North Damen Avenue, Chicago, Illinois - 60618.
How can customers contact Vertera Financial?
Customers can contact Vertera Financial by phone at +1 773-897-4530.
Does Vertera Financial have an official website?
Yes, the official website of Vertera Financial is https://www.verterafinancial.com/.
