Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
iPlanGroup Logo
iPlanGroup CB Rank
1546124
Heat Score
62
iPlanGroup an independent administrator offering Simplified Employee Pension(SEP) & Savings Incentive Match Plan for Employees(SIMPLE) IRAs.
Founded
obfuscation
Private Westlake, Ohio, United States11-50 iplangroup.com
Consulting
Financial Services
Overview

iPlanGroup
Heat Score
62

Growth Score
pts
in past quarter
Heat Score 62
-17 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 Milestones
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
See more interactive data and historical milestones on desktop for the best experience

About iPlanGroup

CB Rank
1546124
iPlanGroup an independent administrator offering Simplified Employee Pension(SEP) & Savings Incentive Match Plan for Employees(SIMPLE) IRAs.
Founded
obfuscation
Private Westlake, Ohio, United States11-50 iplangroup.com
Consulting
Financial Services

Details

Operating Status Active
Company Type For Profit
Phone Number +1 440-484-5566
Contact Email info@iplangroup.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Self-Directed IRA Administration
Administration and custodial services for Self-Directed IRAs allowing investors to manage a wide range of alternative investments within their retirement accounts.
Individual 401(k) Plan Administration
Administration of Individual (Solo) 401(k) plans designed for self-employed individuals and small business owners without full-time employees.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 11
News
Technology
View Tech Report

Monthly Web Visits

2,160
1.17%
 in past month

IT Spend

$322.8KThis year, iPlanGroup is projected to spend $322.8K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
—
—

Actively Used Products

18iPlanGroup uses 18 technology products and services including HTML5, Office 365, and  Cloudflare CDN, according to G2 Stack.

Active Website Tech Count

11iPlanGroup is actively using 11 technologies for its website, according to BuiltWith. These include Cloudflare Network Error Logging, Amazon, and  Common Name Invalid.
Sub-Organizations
Frequently Asked Questions

Where is iPlanGroup's headquarters? iPlanGroup is located in Westlake, Ohio, United States.Who are iPlanGroup's competitors? Alternatives and possible competitors to iPlanGroup may include Rocket Dollar, Equity Trust Company, and  American Ira.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(ccb7a32 1)
|