4301 North Damen Avenue, Chicago, Illinois, 60618
773-897-4530
https://www.verterafinancial.com/
Updated on September 7, 2026
Vertera Financial was founded to offer what the traditional financial world often overlooks: real relationships, personalized guidance, and values-aligned service. "Vertera," from the Latin vertere-to turn, to change, to transform-reflects how we help clients move forward with clarity and confidence. Based in Chicago's North Side, our community's diversity and inclusivity shape the way we serve-with care, authenticity, and trust. We partner with Fidelity for custodianship, ensuring unmatched security, scale, and integrity, and collaborate with Kestra Financial for boutique agility and institutional-grade tools. At Vertera, technology is the foundation, but relationships are the difference.
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The headquarters of Vertera Financial is located at 4301 North Damen Avenue, Chicago, Illinois, 60618.
The contact phone number for Vertera Financial is 773-897-4530.
The official website for Vertera Financial is https://www.verterafinancial.com/.
The representative of Vertera Financial is Business Manager.
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