HighPoint Planning Partners - Crunchbase Company Profile & Funding

Overview

HighPoint Planning Partners

Growth Score

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 HighPoint Planning Partners

CB Rank

1020408

HighPoint Planning Partners primarily caters to independent wealth management advisers looking for local compliance.

Founded

obfuscation

Private

Downers Grove, Illinois, United States

11-50

highpointplanningpartners.com/

Financial Services

Details

Operating Status

Active

Company Type

For Profit

About the Company

HighPoint primarily caters to independent wealth management advisers looking for local compliance, service, support and favorable business economics.

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Planning

Provides strategies and advice to help clients manage and grow their investment portfolios according to their financial goals.

Retirement Planning

Assists clients in preparing financially for retirement by creating plans that address income needs and asset management during retirement years.

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Financials

Investments

Investment Breakdown

Number of Acquisitions

Investment Breakdown

Number of Acquisitions

Market Intelligence

People

View Profiles & Contacts

Headcount

11-50

Contacts

News

Technology

View Tech Report

Monthly Web Visits

245

37.64%

in past month

IT Spend

$293.1K

This year,

HighPoint Planning Partners

is projected to spend

$293.1K

on IT, according to Aberdeen.

Interest Signals

Topic	Surge Score
Cost of Living	89
Financial Health	82
Troubleshooting	81

Active Website Tech Count

HighPoint Planning Partners

is actively using

technologies for its website, according to BuiltWith. These include

Euro

and

CommonCrawl Top 10m

Lists Featuring This Company

Greater Chicago Area Financial Services Companies

4,821 Number of Organizations • $76.6B Total Funding Amount • 717 Number of Investors

Illinois Financial Services Companies

5,840 Number of Organizations • $79B Total Funding Amount • 760 Number of Investors

Private Downers Grove Companies

536 Number of Organizations • $2.3B Total Funding Amount • 36 Number of Investors

Great Lakes Financial Services Companies (Top 10K)

9,385 Number of Organizations • $273.5B Total Funding Amount • 2,952 Number of Investors

Sub-Organizations

Number of Sub-Orgs

Which industries do these Sub-Organization operate in?

Professional Wealth Advisors

Subsidiary

Frequently Asked Questions

Where is

HighPoint Planning Partners

's headquarters?

HighPoint Planning Partners

is located in

Downers Grove, Illinois, United States

Who are

HighPoint Planning Partners

's competitors? Alternatives and possible competitors to

HighPoint Planning Partners

may include

COMPLY

Vigilant

, and

AdvisorAssist