Companies that use Venn

Source: Analysis of Linkedin bios of 76 companies that use Venn

I noticed that Venn's typical customer is overwhelmingly concentrated in wealth management and financial advisory firms. About 75% of these companies are RIAs, family offices, or independent financial advisors who manage investments for high-net-worth individuals and families. These aren't banks or brokerages in the traditional sense. They're building customized investment portfolios, creating comprehensive financial plans, and serving as fiduciaries to affluent clients. The remaining companies span construction, real estate, insurance, and manufacturing, but financial services dominate.

These are established, mature businesses rather than startups. The financial advisory firms typically have 2-50 employees, with several in the 11-50 range. Many mention decades of experience, like "since 1998" or "nearly 40-year history." Some note private equity backing or managing substantial AUM figures in the hundreds of millions to billions. The non-financial companies show similar maturity, with one noting operations "since 1948" and another "since 1979."