PDS Planning - Crunchbase Company Profile & Funding

Q: Where is PDS Planning's headquarters?

PDS Planning is located in Dublin, Ohio, United States.

Overview

PDS 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

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About PDS Planning

CB Rank

1137194

PDS Planning engages in financial advice and consulting services.

Founded

obfuscation

Private

Dublin, Ohio, United States

11-50

www.pdsplanning.com/

Advice

Consulting

Finance

Financial Services

Details

Legal Name

PDS Planning, Inc.

Operating Status

Active

Company Type

For Profit

Phone Number

614-481-8449

Contact Email

info@pdsplanning.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Flat Fee Financial Planning

A financial planning service charged at a flat dollar fee, independent of asset size, focused on enhancing client wealth through tailored advice.

Tax Strategy Consulting

Advisory service focused on integrating tax minimization strategies into financial planning without preparing tax returns.

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Financials

Market Intelligence

People

View Profiles & Contacts

Headcount

11-50

Contacts

News

Technology

View Tech Report

Monthly Web Visits

819

102.72%

in past month

IT Spend

$360.7K

This year,

PDS Planning

is projected to spend

$360.7K

on IT, according to Aberdeen.

Interest Signals

Topic	Surge Score
IT Industry	98
Storage Capacity	98
Gigabits Per Second	98

Actively Used Products

PDS Planning

uses

technology products and services including

HTML5

Lightbox

, and

DigiCert

, according to G2 Stack.

Active Website Tech Count

PDS Planning

is actively using the technology

Google Maps API

for its website, according to BuiltWith.

Lists Featuring This Company

Great Lakes Advice Companies

7,243 Number of Organizations • $13.7B Total Funding Amount • 146 Number of Investors

Ohio Companies With Less Than $500M in Revenue (Top 10K)

9,888 Number of Organizations • $27.3B Total Funding Amount • 3,213 Number of Investors

Ohio Finance Companies

1,175 Number of Organizations • $10.6B Total Funding Amount • 107 Number of Investors

Ohio Companies With Fewer Than 100 Employees (Top 10K)

9,156 Number of Organizations • $14.4B Total Funding Amount • 3,287 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

PDS Planning

's headquarters?

PDS Planning

is located in

Dublin, Ohio, United States

Who are

PDS Planning

's competitors? Alternatives and possible competitors to

PDS Planning

may include

HighTower Advisors

Mariner Wealth Advisors

, and

T. Rowe Price