Vista Capital Partners
Finance · Oregon, United States · 11-50 Employees
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Overview
Headquarters
9755 SW Barnes Rd Ste 595, Portland, Ore...Phone Number
(503) 772-9500Website
www.vistacp.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Feb
Mar
Apr
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ZI Rank
2
2
1
2
2
2
About Vista Capital Partners
Vista Capital Partners is an independent wealth management firm located in Portland, OR, dedicated to thoughtful financial planning and optimal portfolio construction. The firm focuses on helping clients with over $2 million to invest, guiding them through various life stages, from saving for college to planning for retirement and leaving a legacy. With a disciplined, long-term approach, they manage over $2 billion in assets for more than 500 clients. Their mission is to build happier, more prosperous lives, emphasizing evidence-based strategies over short-term gains.Explore more
Vista Capital Partners Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
11-50
Private
-
1988
CP
Charles PrudhommePrincipal Chief Operating Officer, Lead Advisor, and Financial Planner
Company Profile Activity
Activity Insights
Vista Capital Partners is experiencing very low activity levels compared to other companies in the Finance sector.
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Vista Capital Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Vista Capital Partners.
Vista Capital Partners Tech Stack
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Vista Capital Partners is an independent wealth management firm located in Portland, OR, dedicated to thoughtful financial planning and optimal portfolio construction. The firm focuses on helping clients with over $2 million to invest, guiding them through various life stages, from saving for college to planning for retirement and leaving a legacy.... Read More
