California Registered Investment Adviser
ViFinance LLC
ViFinance LLC is an investment advisory firm registered with the California Department of Financial Protection and Innovation (DFPI).
Founded in 2023, ViFinance LLC serves more than 25 client households residing across 4 U.S. states and 10+ countries.
Investment Advisory
Services
The firm builds long-term portfolios for its clients, primarily consisting of U.S. large-cap stocks, using a proprietary company-selection algorithm that assesses business quality through fundamental analysis of company financial statements.
Leadership
Vitalii Iakushev
Founder & Chief Investment Officer
Vitalii Iakushev is an investment adviser, entrepreneur and software engineer with a background in finance and technology.
Regulatory Information
ViFinance LLC is registered as an investment adviser with the California Department of Financial Protection and Innovation.
CRD Number: 328605
Registration details and Form ADV are available through the Investment Adviser Public Disclosure (IAPD) website.
Contact
Business email