Vertem Information

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Vertem is an, independent investment manager based in Newcastle upon Tyne. Founded in 2010 by John Dance, Vertem specialises in creating bespoke, flexible and appropriate investment portfolios for professional clients, private individuals, charities and pension funds. Vertem utilises a wide investment universe alongside a dynamic investment process to deliver portfolios suited to modern markets. We aim to deliver actual value to clients – focusing on risk analysis and superior returns.

Website	http://www.vertem.co.uk
Revenue	$8 million
Employees	2 (2 on RocketReach)
Founded	2010
Phone	+44 191 341 0289
Industry	Investment Management, Finance General, Finance
Web Rank	28 Million
Keywords	Alternative Investments, Investment Management, Portfolio Management, Wealth Management, Bespoke Portfolios, Financial Planning, Investment Solutions, Private Client Investment, Asset Management, Portfolio Construction, Investment Strategy, Financial Advisor, Retirement Planning, Investment Consulting, Charitable Giving, Estate Planning, Tax Efficient Investments, Long-Term Investments, Risk Management
Competitors	Hargreaves Lansdown, Charles Stanley & Co. Limited, Revolut, Wealthsimple, Scalable Capital, AJ Bell, interactive investor, Fidelity Adviser Solutions, Tradonomi, Vanguard for Investment Professionals +32 more (view full list)
SIC	SIC Code 62 Companies, SIC Code 628 Companies
NAICS	NAICS Code 523 Companies, NAICS Code 52399 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies

Vertem Questions

What is the annual revenue of Vertem?

The Vertem annual revenue was $8 million in 2026.

How many people are employed at Vertem?

2 people are employed at Vertem.

What is the NAICS code for Vertem?

The NAICS codes for Vertem are [523, 52399, 5239, 52].

What is the SIC code for Vertem?

The SIC codes for Vertem are [62, 628].

Top Vertem Employees

Catherine O.

Head of Business Strategy at Vertem

United Kingdom
1
- gmail.com

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