What departments does Visionary Square have?

Visionary Square has employees across 6 departments including Marketing, Banking, Operations, Administrative, Legal.

What is the largest department at Visionary Square?

The largest department at Visionary Square is Marketing with 1 employees.

Where are Visionary Square employees located globally?

Visionary Square has employees across 1 continents and 2 countries including United States Of America, Mexico.

How has Visionary Square's team size changed over time?

Visionary Square's team has decreased from approximately 37 to 27 employees based on available data.

Visionary Square Employee Directory

Financial ServicesNorth Carolina, United States11-50 Employees

Visionary Square operates as a hybrid registered investment advisory to support independent financial advisors in maintaining autonomy while accessing practical infrastructure and specialized support. The firm focuses on delivering tailored compliance, consulting, and operational assistance that adapts to each advisor’s workflow, enabling them to build and scale their business without conforming to a one-size-fits-all model. Its approach emphasizes partnership, forward-looking guidance, and transparent pricing to help advisors stay independent and responsive to industry changes in the financial services sector. Based in Charlotte, North Carolina, Visionary Square positions itself within financial services as a facilitator for independent advisors who want control over decisions and long-term sustainability of their practices.

Visionary Square Global Highlights

North America
50

United States Of America
49
Mexico
1

Visionary Square's Leadership

D. B.
Chief Marketing Officer At Visionary Square
Mobile Phone
Email
J. P.
Chief Experience Officer
Mobile Phone
Email
S. G. C. M. M.
Chief Innovation Officer
Mobile Phone
Email
K. K.
Director
Mobile Phone
Email
P. A. L.
Financial Advisor
Mobile Phone
Email
A. P.
Service And Operations Associate
Mobile Phone
Email
C. B.
Front Office Coordinator
Mobile Phone
Email
L. R.
Transitions And Training Coordinator
Mobile Phone
Email

Visionary Square Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Business
Business Development
Consultant
Other
Legal

Contact profiles from Visionary Square

Name

Title

Contact

Location

Last Update

D. B.
Chief Marketing Officer At Visionary Square
Mobile Phone
Email
Aug 05, 2026
J. P.
Chief Experience Officer
Mobile Phone
Email
Jun 08, 2026
S. G. C. M. M.
Chief Innovation Officer
Mobile Phone
Email
Oct 22, 2024
K. K.
Director
Mobile Phone
Email
Oct 22, 2024
P. A. L.
Financial Advisor
Mobile Phone
Email
Aug 07, 2025
A. P.
Service And Operations Associate
Mobile Phone
Email
Nov 29, 2023
C. B.
Front Office Coordinator
Mobile Phone
Email
May 13, 2025
L. R.
Transitions And Training Coordinator
Mobile Phone
Email
Oct 23, 2024
P. R.
Compliance Associate
Mobile Phone
Email
Oct 22, 2024
T. F.
Strategic Solutions Analyst
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Visionary Square known for?

Visionary Square was founded in 2013 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-888-430-****

. Explore Visionary Square's company overview page for more information.

What is Visionary Square's most common email format?

Visionary Square employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Visionary Square email formats with LeadIQ.

How many employees does Visionary Square have currently?

Visionary Square has approximately 32 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Visionary Square's key employees and leadership?

As of August 2026, Visionary Square's key employees include:

Chief Marketing Officer At Visionary Square: D. B.
Chief Experience Officer: J. P.
Chief Innovation Officer: S. G. C. M. M.
Director: K. K.
Financial Advisor: P. A. L.

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Visionary Square Employee Directory

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