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Innovative Planning Group Logo
Innovative Planning Group CB Rank
1234167
Heat Score
40
Innovative Planning Group is a financial service company that provides financial planning and investment management services.
Founded
obfuscation
Private Minneapolis, Minnesota, United States11-50 innovativeplanning.com
Advice
Consulting
Financial Services
Retirement
Overview

Innovative Planning Group
Heat Score
40

Growth Score
pts
in past quarter
Heat Score 40
-9 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
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
Learn More >
Recent Events
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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See more interactive data and historical milestones on desktop for the best experience

About Innovative Planning Group

CB Rank
1234167
Innovative Planning Group is a financial service company that provides financial planning and investment management services.
Founded
obfuscation
Private Minneapolis, Minnesota, United States11-50 innovativeplanning.com
Advice
Consulting
Financial Services
Retirement

Key People

Details

Legal Name Innovative Planning Group
Also Known As IPG
Operating Status Active
Company Type For Profit
Founders  Mike Laatsch
Phone Number +1 651 219 4491
Contact Email info@innovativeplanning.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning Services
Comprehensive financial planning tailored to clients' life stages and goals, including retirement, tax efficiency, and business ownership.
Investment Management Services
Management and monitoring of client investment portfolios aligned with firm’s proprietary strategies and client objectives.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1 Contacts 6

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

616

Interest Signals

TopicSurge Score
G2 Logo
G2
89
LinkedIn Logo
LinkedIn
86
Employee Benefits Logo
Employee Benefits
84

Active Website Tech Count

3Innovative Planning Group is actively using 3 technologies for its website, according to BuiltWith. These include CommonCrawl Top 50m and  COVID-19.
Sub-Organizations
Frequently Asked Questions

Where is Innovative Planning Group's headquarters? Innovative Planning Group is located in Minneapolis, Minnesota, United States.Who are Innovative Planning Group's competitors? Alternatives and possible competitors to Innovative Planning Group may include HighTower Advisors, Creative Planning, and  EP Wealth Advisors.
Who We Are
What We Do
Helpful Links
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