Vertical Management Systems, Inc. Email Format

Financial ServicesCalifornia, United States51-200 Employees

Vertical Management Systems, Inc. operates in the financial services sector, focusing on wealth management operations and data intelligence. It consolidates financial data and information flows into a unified format tailored to each manager's systems and processes, aiming to improve data quality, reduce costs, strengthen compliance, and increase revenue capture. The company is based in Irvine, California, and employs a mid-sized workforce.

Its clients are wealth managers and financial advisory firms seeking fiduciary risk management, fee transparency, and revenue reconciliation, and it has pursued partnerships to broaden data and analytics capabilities. In 2017, Vertical Management Systems was acquired by NewSpring Holdings and operates as a platform company within that group.

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