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Vis Wealth Partners

Vis Wealth Partners prioritizes clients’ individual goals and listens to their needs before customizing solutions.

Financial Services
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Headquarters
Portland, Maine, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
1 to 10Source: RevenueBaseRetrieved October 13, 2026
Founded
2017Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
51 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does Vis Wealth Partners do?

The firm specializes in fee-based financial planning, investments, customized wealth planning, and other financial services. The firm works on group and executive benefit plans, corporate-sponsored retirement solutions, and life, disability income, and long-term care insurance.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

What the business offers

Services & capabilities.

Financial planning and investments

The firm tailors strategies using clients’ existing financial plans.

Source: LinkedIn company description · Retrieved October 13, 2026

Estate and charitable planning

The firm’s strategies extend to estate and charitable planning.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

Share your recognition

Embeddable award for your website

BADGE PREVIEWVis Wealth Partners listed #3 on Financial management consultancies, September 27, 2026Open the published source list.
Vis Wealth Partners

#3 Financial management consultancies

Snapshot: September 27, 2026

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Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 2, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 15, 2026, September 16, 2026, September 18, 2026, September 19, 2026, September 20, 2026, September 21, 2026, September 26, 2026, September 27, 2026, September 28, 2026, September 29, 2026, October 10, 2026 and October 11, 2026. How the company lists are built.

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