vFinance Investments Inc.

vFinance Investments Inc.

A subsidiary of National Holdings Corp.


1200 N. Federal Highway, Suite 400

Boca Raton, FL 33432

(561) 981-1000


Year founded: 1998

Year end: Sept. 30

For More Information

CEOWilliam Groeneveld
Recruiting ContactKellie Richards
(866) 682-4755

Stephen Michals
(866) 682-4755
Compliance ContactKay Johnson
Marketing ContactSue Yap
Technology Operations ContactAndrew Anwaar
(561) 869-5261


Social Media & Mobile
Allows advisers to use social mediaY
Social media sites allowedLinkedIn
Dedicated mobile application for advisers?N
Primary purpose of mobile application
Software Offered
Account aggregation software
Compliance software
Document management
Financial planning
Portfolio management
Portfolio rebalancing
Offers robo-advisory platform?N
If not, when plans to offer a robo-platformWe do not plan on offering robo-advisory services
Robo-advice services offered
How robo-platform developed
Charge for robo-advisory services?N
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

All 2011-2016 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.

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