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Voyant

Voyant

Computer Software, 4807 Spicewood SPGS Rd Ste 2410, Austin, Texas, 78759, United States, 51-200 Employees

planwithvoyant.com

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Who is VOYANT

Voyant is a top provider of collaborative financial planning and wealth management software for financial professionals and their clients. The companys product suite enables advisors to s...

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  • 4807 Spicewood SPGS Rd Ste 2410, Austin, Texas, 78759, United States Headquarters: 4807 Spicewood SPGS Rd Ste 2410, Austin, Texas, 78759, United States
  • 2008 Date Founded: 2008
  • 51-200 Employees: 51-200
  • dollar-icon Revenue: $10 Million to $25 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Computer Software

SIC SIC Code: 7371 | NAICS Code: 541511 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from VOYANT

Voyant Org Chart and Mapping

Employees
Matt Neri

Matt Neri

Account Executive

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Frequently Asked Questions Regarding Voyant

Answer: Voyant's headquarters are located at 4807 Spicewood SPGS Rd Ste 2410, Austin, Texas, 78759, United States

Answer: Voyant's phone number is 51********

Answer: Voyant's official website is https://planwithvoyant.com

Answer: Voyant's revenue is $10 Million to $25 Million

Answer: Voyant's SIC: 7371

Answer: Voyant's NAICS: 541511

Answer: Voyant has 51-200 employees

Answer: Voyant is in Computer Software

Answer: Voyant contact info: Phone number: 51******** Website: https://planwithvoyant.com

Answer: Voyant is a top provider of collaborative financial planning and wealth management software for financial professionals and their clients. The companys product suite enables advisors to spend less time building plans and more time growing their business. Founded in 2008, Voyant was designed to be an unbiased, digital wealth management solution to simplify the planning process and enable holistic and realistic conversations. Since then, Voyant has served over 20,000 financial professionals and over 40,000 of their clients. Several of the worlds top wealth management firms partner with Voyant including: Lincoln Financial, BMO Bank of Montreal, Lloyds Bank, CIBC, Toronto Dominion and Richardson Wealth. Further, Voyant is approved by many U.S. broker-dealers including: LPL Financial, J.W. Cole Financial, Lion Street Advisors, Madison Avenue Securities and William Joseph Capital Management. Combining cutting-edge technology and compelling visuals, Voyant turns advisors into consultants and provides clients with a clear and comprehensive view of their financial landscape. Incorporating what-if scenarios and real-life events, Voyant empowers advisors to interact on a new level with financial plans personalized to meet clients unique goals. Voyant features include: - Retirement planning - Cash-flow planning - Investments & trusts - Goal planning & prioritization - Debt & mortgage - Monte Carlo - Tax analysis - Insurance needs

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