What is Vista Point Advisors's NAICS code?

Vista Point Advisors's NAICS code is 52311 (Investment Banking and Securities Dealing).

Insights

Growth expansion Northern expansion opportunity: With a recent office opening in New York City, Vista Point Advisors may be seeking additional strategic partnerships or capital raising support to scale their expanded footprint and client reach in a major market.

Tech leverage Leverage their software and cloud focus by offering M&A or capital solutions to growing SaaS, AI, and internet businesses that align with Vista Point Advisors’ target sectors and portfolio interests.

Boutique credibility As a FINRA SIPC member with a founder-led services approach, position services around unconflicted advisory to mid-market software and tech-enabled firms seeking value maximization in private or strategic sale processes.

Alliance potential Identify potential collaboration with mid-market tech ecosystem players or services firms (infrastructure, HR, accounting) that have previously engaged Vista Point Advisors or could complement their M&A and capital solutions.

Portfolio synergies Target opportunities involving firms with hardware-software or hospitality tech dependencies, given Vista Point Advisors’ past activity in cloud software and related acquisitions, to cross-sell advisory and funding services.

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Vista Point Advisors Tech Stack

Vista Point Advisors uses 8 technology products and services including iCIMS, Amazon Web Services, WordPress, and more. Explore Vista Point Advisors's tech stack below.

iCIMS
Applicant Tracking Systems
Amazon Web Services
Cloud Hosting
WordPress
Content Management System
Google Workspace
Email
Pardot
Marketing
Sendinblue
Marketing Automation
Datadog
Real User Monitoring
Piwik PRO Core
Web Analytics

Media & News

Vista Point Advisors's Email Address Formats

Vista Point Advisors uses at least 4 email formats:

Vista Point Advisors Email Formats	Example	Percentage
First@vistapointadvisors.com	John@vistapointadvisors.com	80%
FLast@vistapointadvisors.com	JDoe@vistapointadvisors.com	11%
Last@vistapointadvisors.com	Doe@vistapointadvisors.com	7%
First.Last@vistapointadvisors.com	John.Doe@vistapointadvisors.com	2%

Frequently Asked Questions

What is Vista Point Advisors's phone number?

You can contact Vista Point Advisors's main corporate office by phone at

+1-415-722-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Vista Point Advisors's official website and social media links?

Vista Point Advisors's official website is vistapointadvisors.com and has social profiles on LinkedIn.

How much revenue does Vista Point Advisors generate?

As of August 2026, Vista Point Advisors's annual revenue is estimated to be $25M - $50M.

What is Vista Point Advisors's SIC code and NAICS code?

Vista Point Advisors's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does Vista Point Advisors have currently?

As of August 2026, Vista Point Advisors has approximately 27 employees across 2 continents, including North America and Asia. Key team members include Ceo: M. E., Vp Of Marketing: K. F. and Head Of Compliance: P. D. Explore Vista Point Advisors's employee directory with LeadIQ.

What industry does Vista Point Advisors belong to?

Vista Point Advisors operates in the Investment Banking industry.

What technology does Vista Point Advisors use?

Vista Point Advisors's tech stack includes iCIMS, Amazon Web Services, WordPress, Google Workspace, Pardot, Sendinblue, Datadog and Piwik PRO Core.

What is Vista Point Advisors's email format?

Vista Point Advisors's email format typically follows the pattern of First@vistapointadvisors.com. Find more Vista Point Advisors email formats with LeadIQ.

When was Vista Point Advisors founded?

Vista Point Advisors was founded in 2011.

Vista Point Advisors

Q: How many employees does Vista Point Advisors have currently?

Vista Point Advisors has approximately 27 employees.

Q: What technology does Vista Point Advisors use?

Vista Point Advisors's tech stack includes JSON-LD, MySQL, Apache, jsDelivr, Datadog.

Investment BankingCalifornia, United States11-50 Employees

Vista Point Advisors is a boutique investment bank specializing in sell-side M&A and capital-raising advice for founder-led software, AI, and internet businesses. The firm partners with entrepreneurial teams to help them understand options in the marketplace, with the aim of maximizing business value and realizing desired outcomes. Its guidance is positioned as unconflicted within the investment banking landscape. Headquartered in San Francisco, California, Vista Point Advisors operates in the software, internet, and tech-enabled services sectors. The firm recently announced the opening of a new office in New York City, signaling geographic expansion. It is a FINRA-SIPC member and maintains a relatively small to mid-sized professional team.