Vision Financial Overview

  • Year Founded
  • 1989

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 60

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 3

Vision Financial General Information

Description

Provider of third party administration services intended for voluntary insurance benefits. The company's third party administration services focuses on providing administrative, billing and consulting services enabling the clients to run their worksite business efficiently, smoothly and successfully.

Contact Information

Website
www.visfin.com
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 17 Church Street
  • P.O. Box 506
  • Keene, NH 03431
  • United States
Primary Industry
Other Insurance
Acquirer
Vertical(s)
Industrials
Corporate Office
  • 17 Church Street
  • P.O. Box 506
  • Keene, NH 03431
  • United States

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Vision Financial Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Vision Financial Executive Team (5)

Name Title Board Seat
Tracy Cowher Chief Financial Officer
Dwight Bowie Chief Operating Officer
You’re viewing 2 of 5 executive team members. Get the full list »

Vision Financial Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Vision Financial Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Vision Financial FAQs

  • When was Vision Financial founded?

    Vision Financial was founded in 1989.

  • Who is the founder of Vision Financial?

    Jay Pettapiece and Paul Lepage are the founders of Vision Financial.

  • Where is Vision Financial headquartered?

    Vision Financial is headquartered in Keene, NH.

  • What is the size of Vision Financial?

    Vision Financial has 60 total employees.

  • What industry is Vision Financial in?

    Vision Financial’s primary industry is Other Insurance.

  • Is Vision Financial a private or public company?

    Vision Financial is a Private company.

  • What is Vision Financial’s current revenue?

    The current revenue for Vision Financial is 000000.

  • Who are Vision Financial’s investors?

    Sun Life Assurance Company of Canada has invested in Vision Financial.

  • When was Vision Financial acquired?

    Vision Financial was acquired on 06-Feb-2017.

  • Who acquired Vision Financial?

    Vision Financial was acquired by Selman & Company.

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