Key facts
- Notable investors include Avante Capital Partners, Brightwood Capital Advisors, Exonas Capital.
- Status: Privately Held (backing).
- ·The complete investor list — 3 names
- ·Watchlist + deal alerts for Vision Financial Group CPAS
- ·The full record, as it builds
Funding rounds
No funding rounds for Vision Financial Group CPAS are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Vision Financial Group CPAS
Provider of accounting and taxation services intended for high net worth individuals, family offices, non-profits, and individuals. The company offers tax, bookkeeping, financial services, and IRS representation, entity formation, and consulting services, enabling retail, manufacturing, industrial, construction, and professional service sectors, and individual personal taxes to make informed decisions and manage risks effectively.
- Sector
- Business Products and Services (B2B)
- HQ
- Morganville, NJ, United States
- Founded
- 2003
- Employees
- 50
- Website
- vfgcpas.com/
- Ownership
- Privately Held (backing)
Vision Financial Group CPAS doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Vision Financial Group CPAS shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Vision Financial Group CPAS in its N-PORT filings yet. We sweep new filings monthly.