Co Planning Group
Finance · Kansas, United States · 1-10 Employees
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Overview
Headquarters
7300 W 110th St Fl 7, Overland Park, Kan...Phone Number
(636) 888-0861Website
www.coplanninggroup.comRevenue
$6.1 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About Co Planning Group
CoPlanning Financial is an inclusive financial planning company that offers dedicated services for Asian-American families. Founded by Jason Co, it provides fee-only financial planning, customized plans, ongoing support, and investment guidance. With Mandarin and Cantonese-speaking advisors, the company focuses on helping clients achieve financial independence and long-term prosperity.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Co Planning Group
$6.1M
1-10
Private
-
2021
N/A
<$5M
11-50
Private
-
2015
Company Profile Activity
Activity Insights
Co Planning Group is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Co Planning Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Co Planning Group.
Co Planning Group Tech Stack
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CoPlanning Financial is an inclusive financial planning company that offers dedicated services for Asian-American families. Founded by Jason Co, it provides fee-only financial planning, customized plans, ongoing support, and investment guidance. With Mandarin and Cantonese-speaking advisors, the company focuses on helping clients achieve financial... Read More
