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PlanTools Logo
PlanTools CB Rank
545844
Heat Score
60
PlanTools is a cloud based software-as-a-service company specializing in custom built and retail web-based financial solutions.
Founded
obfuscation
Private Fort Mill, South Carolina, United States11-50 plantools.com/
Information Services
SaaS
Software
Overview

PlanTools
Heat Score
60

Growth Score
pts
in past quarter
Heat Score 60
8 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
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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 PlanTools

CB Rank
545844
PlanTools is a cloud based software-as-a-service company specializing in custom built and retail web-based financial solutions.
Founded
obfuscation
Private Fort Mill, South Carolina, United States11-50 plantools.com/
Information Services
SaaS
Software

Details

Legal Name PlanTools, LLC
Operating Status Active
Company Type For Profit
Phone Number 704.703.1884
Contact Email learn@plantools.com
Predictions & Insights

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Growth Insight

Products & Services

QMR & IPS
A customized Investment Policy Statement integrated with a Quarterly Monitoring Report documenting investment selection and monitoring processes.
Fund Fact Sheets
Single-page fact sheets providing performance, risk, and expense data for investments using Morningstar data.

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 2
News

News and Press

News•Nov 25, 2023
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

801
157.56%
 in past month

IT Spend

$565.9KThis year, PlanTools is projected to spend $565.9K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Connected Cars Logo
Connected Cars
69
Fundraiser Merchandise Logo
Fundraiser Merchandise
68
NVIDIA AI Enterprise Logo
NVIDIA AI Enterprise
65

Active Website Tech Count

46PlanTools is actively using 46 technologies for its website, according to BuiltWith. These include SSL by Default, Viewport Meta, and  HSTS.
Sub-Organizations
Frequently Asked Questions

Where is PlanTools's headquarters? PlanTools is located in Fort Mill, South Carolina, United States.Who are PlanTools's competitors? Alternatives and possible competitors to PlanTools may include Principal Financial Group, Broadridge, and  Cohen & Steers Inc..
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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