Planned Financial Services - Crunchbase Company Profile & Funding

Overview

Planned Financial Services

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

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About Planned Financial Services

CB Rank

1636374

Planned Financial Services is an independent wealth management and financial planning firm.

Founded

obfuscation

Private

Cleveland, Ohio, United States

51-100

plannedfinancial.com/

Financial Services

Wealth Management

Key People

Frank Fantozzi: President & Founder

Details

Operating Status

Active

Company Type

For Profit

Founders

Frank Fantozzi

Phone Number

877.740.4875

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Independent Wealth Management and Financial Planning

Provides personalized wealth management and financial planning services to individuals and families to help manage and grow their financial assets.

Market Research and Commentary Publications

Offers regular market research reports and commentary to keep clients informed about financial and economic trends.

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Financials

Market Intelligence

People

View Profiles & Contacts

Headcount

51-100

Employee Profiles

Contacts

Employee Profiles

Frank Fantozzi President & Founder

News

Technology

View Tech Report

Monthly Web Visits

294

IT Spend

$219.3K

This year,

Planned Financial Services

is projected to spend

$219.3K

on IT, according to Aberdeen.

Interest Signals

Topic	Surge Score
Microsoft (MSFT)	82
Corporate gifting	76
Wireless Hardware	73

Actively Used Products

Planned Financial Services

uses

technology products and services including

HTML5

Google Fonts

, and

Google Tag Manager

, according to G2 Stack.

Active Website Tech Count

Planned Financial Services

is actively using

technologies for its website, according to BuiltWith. These include

U.S. Server Location

Google Tag Manager

, and

DMARC

Lists Featuring This Company

Ohio Companies With More Than 50 Employees

9,036 Number of Organizations • $174B Total Funding Amount • 1,535 Number of Investors

Wealth Management Companies With More Than 50 Employees

2,749 Number of Organizations • $235.9B Total Funding Amount • 2,052 Number of Investors

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

9,968 Number of Organizations • $33.5B Total Funding Amount • 2,897 Number of Investors

Ohio Financial Services Companies

3,898 Number of Organizations • $27.2B Total Funding Amount • 328 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Planned Financial Services

's headquarters?

Planned Financial Services

is located in

Cleveland, Ohio, United States

Who are

Planned Financial Services

's competitors? Alternatives and possible competitors to

Planned Financial Services

may include

Charles Schwab

FMR LLC

, and

LPL Financial