48
Growth Score
pts
Heat Score
-11 pts
Company Performance Metrics
Score
Trend
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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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1479753
PlanSimple Financial Partners offers wealth management, 401k administration, and estate planning services.
- Jon Milliken: Founder, Advicer, and Problem Solver
About the Company
PlanSimple Financial Partners provides straightforward personal wealth management and 401k administration services. The company tailors its offerings to meet specific client needs, whether they are seeking wealth building or family protection. Services include complex financial planning made simple, estate planning, and strategies for maximizing
workplace retirement benefits. The goal is to help clients take control of their finances and avoid common financial mistakes.
