Co Planning Group
Finance · Kansas, United States · 1-10 Employees
View Company Info for Free
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
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Co Planning Group your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Website visits: Recent activity has been detected on your website
Co Planning Group, which may be a good buyer, showed buying intent in Masked Content Topic
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Earning: See what the market has to say on Co Planning Group recently announced quarterly report
Congratulate Masked Content for being promoted to Masked Content at Co Planning Group
Check if Co Planning Group has recently received funding, and reach out quickly before it becomes old news!
Funding: Get notified immidiatlly once Co Planning Group has new funding data
Check out if Co Planning Group is spiking on competitors!
Product Launch: Get notified when Co Planning Group launches new products
Click to see if Co Planning Group had a recent Job posting/layoffs
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find more new buyers
Compare Similar Companies to Co Planning Group
Compare insights from companies similar to Co Planning Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
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
A closer look at the technologies used by Co Planning Group
See more technologies
Top Finance Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Co Planning Group
Sign Up For FreeTo access detailed company insights
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
