We’re Growing the Team! 🎉

Hey everyone! I’ve got some exciting news to share! After spending the past year working with us as an advisor, Jonathan Kuipers is officially joining the team full-time!

Aside from helping us develop our growth strategies, Jonathan was also one of the people who convinced me to quit my job and go all-in on VisionWealth. Bringing him on board was the natural next step. He’s got over 15 years of experience leading growth, marketing, and operations at high-growth companies from Seed to Series C and beyond, and now he’s here to help take VisionWealth to the next level. 🚀

With a business partner like Jonathan leading growth, I’m able to fully focus on product and development, which means more exciting updates and new features ahead for you all! 😎

VisionWealth remains bootstrapped, and we’ve recently crossed some exciting milestones—like passing 5,500 customers and helping over 75,000 people build financial plans.

As always, we’re focused on long-term, sustainable growth. The PL community and our customers are at the heart of everything we do, and with Jonathan now part of the team, we’re ready to keep pushing to make VisionWealth the best financial planning tool out there.

I’m so excited about what’s ahead, and I can’t wait to share it all with you!

Cheers,
Kyle