Gen Y Planning - Crunchbase Company Profile & Funding

Overview

Gen Y Planning

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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About Gen Y Planning

CB Rank

1412949

Gen Y Planning is a financial service provider company.

Founded

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Private

New York, New York, United States

1-10

genyplanning.com

Finance

Financial Services

Details

Legal Name

Gen Y Planning LLC.

Operating Status

Active

Company Type

For Profit

About the Company

Gen Y Planning is millennial financial planning. They now work with a wide range of customers in their twenties, thirties, and forties who are in the midst of major life decisions like starting a new job, buying a home, merging funds, starting a family, relocating, and pursuing advanced degrees.

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning

A service providing personalized financial plans for young professionals to manage cash flow, debt, investments, retirement, insurance, estate, and tax planning.

Investment Management

An optional service managing client investments outside of employer retirement accounts using a passive approach with index funds via Betterment for Advisors.