Catalyst Planning Partners

Finance · Illinois, United States · 11-50 Employees

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Overview

Headquarters

1 N Wacker Dr Ste 4600, Chicago, Illinoi...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Catalyst Planning Partners

Catalyst Planning Partners, based in Chicago, IL, is an office of Northwestern Mutual that specializes in wealth management. They offer sophisticated financial strategies designed to help clients achieve financial security and peace of mind. The firm prioritizes a concierge-level service, ensuring personalized attention and regular check-ins to keep clients on track with their financial goals. Their proactive approach aims to capitalize on opportunities while mitigating risks, making them a trusted long-term partner for individuals seeking to align their wealth with their desired lifestyle.Explore more
Catalyst Planning Partners's Social MediaPopular SearchesCatalyst Planning PartnersSIC Code 62,628NAICS Code 52,523Show more

Catalyst Planning Partners Org Chart

PhoneEmail
CL
United States flag for contact location.

Director, Investment Operations

PhoneEmail
JR
United States flag for contact location.

Director, Operations

PhoneEmail

PhoneEmail
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RL
United States flag for contact location.

Partner. Wealth Advisor

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Compare Similar Companies to Catalyst Planning Partners

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Catalyst Planning Partner...

<$5M
11-50
Private
-
-
CL
Cassandra LujanDirector, Investment Operations
$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2016
BW
Bella WilliamsLead Consultant
<$5M
1-10
Private
-
2002
KG
Kevin GutweinFinancial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2004
SP
Susan PeetStrategic Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Catalyst Planning Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Catalyst Planning Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Catalyst Planning Partners.

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Frequently Asked Questions Regarding Catalyst Planning Partners

What is Catalyst Planning Partners's official website?
Catalyst Planning Partners's official website is catalyst.nm.com
What is Catalyst Planning Partners's Revenue?
Catalyst Planning Partners's revenue is <$5 Million
What is Catalyst Planning Partners's SIC code?
Catalyst Planning Partners's SIC: 62,628
What is Catalyst Planning Partners's NAICS code?
Catalyst Planning Partners's NAICS: 52,523
How many employees does Catalyst Planning Partners have?
Catalyst Planning Partners has 11-50 employees
What industry does Catalyst Planning Partners belong to?
Catalyst Planning Partners is in the industry of: Finance, Securities Trading
What is Catalyst Planning Partners competition?
Catalyst Planning Partners top competitors include: James C Brocke CFP, Point Financial, abcretirementpro.com, Custom Income Solutions
What does Catalyst Planning Partners do?

Catalyst Planning Partners, based in Chicago, IL, is an office of Northwestern Mutual that specializes in wealth management. They offer sophisticated financial strategies designed to help clients achieve financial security and peace of mind. The firm prioritizes a concierge-level service, ensuring personalized attention and regular check-ins to kee... p clients on track with their financial goals. Their proactive approach aims to capitalize on opportunities while mitigating risks, making them a trusted long-term partner for individuals seeking to align their wealth with their desired lifestyle.Read More

What are Catalyst Planning Partners social media links?
Catalyst Planning Partners Linkedin page
Is Catalyst Planning Partners a public company?
Catalyst Planning Partners is private company therefore does not currently have an official ticker symbol
See more information about Catalyst Planning Partners

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