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Collaborative Financial Partners
Collaborative Financial Partners was founded in 2017 as a US-based wealth manager. The firm maintains its headquarters in Columbus, Ohio. Its only documented...
Collaborative Financial Partners
Collaborative Financial Partners was founded in 2017 as a US-based wealth manager. The firm maintains its headquarters in Columbus, Ohio. Its only documented transaction is the December 2022 merger with Vantage Financial Partners. No information exists on team size, additional offices, or investment activity after the merger. Public records provide no details on asset classes, portfolio holdings, or governance structure.
General information
Firm type
Wealth Manager
Year founded
2017
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Columbus
Corporate office
Columbus, OH, United States
Frequently asked questions
When was Collaborative Financial Partners founded?
The firm was established in 2017.
Where is Collaborative Financial Partners headquartered?
Its headquarters are in Columbus, Ohio.
What transaction occurred in December 2022?
Collaborative Financial Partners merged with Vantage Financial Partners.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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