Fundz

Exonas Capital has made a strategic investment in VFG Advisory LLC, supported by Avante Capital Partners and Brightwood Capital Advisors. The financial terms of the investment remain undisclosed.

PRIVATEJun 26, 2025

Round Type

Corporate Round

MorganvilleFinanceAccounting

Investors

Brightwood Capital AdvisorsAvante Capital PartnersExonas Capital

Description

Exonas Capital, a Connecticut-based investment firm, announced a strategic investment in VFG Advisory LLC, a New Jersey accounting and business services firm. This investment was supported by Avante Capital Partners and Brightwood Capital Advisors, providing debt and equity financing. VFG aims to expand its service offerings and geographic footprint. The financial terms of the transaction were not disclosed.

Quick answer

VFG Advisory raised an undisclosed amount in a Corporate Round round, dated June 26, 2025. Investors: Brightwood Capital Advisors, Avante Capital Partners and Exonas Capital. VFG Advisory is based in Morganville, New Jersey, United States.

How much did VFG Advisory raise?
VFG Advisory raised an undisclosed amount in a Corporate Round round on June 26, 2025.
Who invested in VFG Advisory?
Brightwood Capital Advisors, Avante Capital Partners and Exonas Capital are named as investors in this round.
What does VFG Advisory do?
VFG Advisory LLC is a leading provider of comprehensive accounting and taxation services, serving over 1,500 clients including SMBs, high net worth individuals, family offices, non-profits, and individuals.
Where is VFG Advisory based and how big is it?
VFG Advisory is based in Morganville, New Jersey, United States.
Who are the decision-makers at VFG Advisory?
Fundz holds 2 contacts at VFG Advisory. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

Who else raised in Finance and Accounting around the same time

Companies in the same sectors as VFG Advisory that raised within 45 days of this round, from Fundz verified event records.

  • Lettuce Financial raised $3M on August 5, 2025.
  • House of Doge raised $15M (Series B) on July 24, 2025.
  • Numeral raised $35M on June 27, 2025.
  • House of Doge raised $10M on June 15, 2025.
  • House of Doge raised $2.6M (Seed) on June 2, 2025.
  • Translucent raised $7M (Seed) on August 7, 2025.

Who to call at VFG Advisory, and when

A new round usually means VFG Advisory is about to hire and buy. The teams that reach out first get the meeting.

  • An alert the day VFG Advisory raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at VFG Advisory, from your own LinkedIn network

Works inside ChatGPT and Claude. Ask who to call at VFG Advisory. With Fundz connected, it knows.

Watch Fundz in
See plan options
Trusted byOracleSnowflakeCloudflareLinkedInGoogleSalesforce 4.8/5 on G2

Company Information

Company

VFG Advisory

Location

Morganville, New Jersey, United States

About

VFG Advisory LLC is a leading provider of comprehensive accounting and taxation services, serving over 1,500 clients including SMBs, high net worth individuals, family offices, non-profits, and individuals. Founded in 2003, the firm operates from offices in the U.S. and India, supporting clients across a diverse range of industries. Known for its exceptional client service, VFG Advisory is poised for continued growth, expanding both its service offerings and geographic footprint.

AI made execution free. Knowing first is the whole game now.

Fundz sees it the moment VFG Advisory raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

2 contacts
Predictive Intelligence
Strategic

ML-powered predictions for VFG Advisory's next move

See what Strategic adds

VFG Advisory raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

5 screens from a live account. No signup.

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.