Daybreak Vision Project Competitors

Visionary Horizons (VH) sets itself apart in the realm of independent wealth management by prioritizing culture and commitment over mere AUM or revenue targets. With a strategic acquisition strategy aiming for $1 billion in AUM within 5 years and $3.5 billion within 10 years, VH seeks to expand its client base, access new service offerings, venture into niche markets, and increase assets and revenue. Their focus on preserving culture and independence while fostering growth ensures a seamless transition for advisors and clients alike. By empowering advisors to own their practice within the Community Family Office™ model and offering comprehensive support, cutting-edge technology, and branding, VH ensures a superior client experience while facilitating advisor success. Their story, rooted in a commitment to service and collaboration, underscores their dedication to redefining wealth management.

For over 40 years Exploring New Horizons has engaged more than 200,000 Northern California students in outdoor education.

Innovative Insights is a full-service consulting firm that brings proven principles and industry experience to small and midsize companies aspiring to take their business to the next level. Our primary industry focus is financial and payments technology services, retail, travel and entertainment.