# Vision Tech Financial Advisors

Vision Tech Financial Advisors is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** vision-tech-group.com
- **LinkedIn:** https://www.linkedin.com/company/lorri-jefferson

## Regulatory record

- **CRD number:** 311263
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311263

## About

VISION TECH FINANCIAL ADVISORS is a state-registered investment adviser with $28 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Sectors

- Technology
- Enterprise Software
- AI/ML

## Questions

### What is Vision Tech Financial Advisors' investment focus?

Vision Tech concentrates on late-stage venture and growth equity within enterprise software, AI/ML infrastructure, and vertical SaaS. The firm targets technology companies with scaled revenue and proven commercial traction — the segment of the market that sits between traditional venture capital and buyout private equity. This is a deliberate specialization, avoiding generalist multi-asset allocation in favor of deep sector expertise.

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- [Guernica Capital](https://altss.com/profile/guernica-capital)
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Last updated: 2026-07-11T13:48:36.000Z

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