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Consolidated Planning

Finance · North Carolina, United States · 110 Employees

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About

Headquarters

6115 Park South Dr Ste 200, Charlotte, North Ca...

Phone Number

(704) 552-8507

Revenue

$56.7 Million

Industry

Venture Capital & Private Equity Finance

Most Recent Scoops

Sep 14 2023
Project
Aug 30 2023
Project
A mid-level source in Financial Planning has indicated that the organization is in the midst of initiatives related to corporate performance management (CPM) software.
See all scoops

Highlights

<$5M

Total Funding Amount

<$5M

Most Recent Funding Amount

1

Number of Funding Rounds

Who is Consolidated Planning

Founded in 1981, Consolidated Planning provides financial services. The company offers insurance, estate, business, education, and retirement plann ing services. With multiple locations, Consolidated Planning is headquartered in Charlotte, North Carolina.Read more

Consolidated Planning's Social MediaPopular SearchesConsolidated Planning IncConsolidated PlanningConsolidated Planning CorpConsolidated Planning CoConsolidated Financial Group IncSIC Code 62,628NAICS Code 52,525Show more

Consolidated Planning Org Chart

Andrew Brincefield

President & Chief Executive Officer

PhoneEmail
Charles Stegall

President & Founder

PhoneEmail
Mike Hines

President & Founder

PhoneEmail

PhoneEmail

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Consolidated Planning Company Metrics

Company Insights
Employee Growth Rate
Funding
Funding DateJan 29, 2021
RoundDebt
Amount<$5M
InvestorsPPP
See More

<$5M

Total Funding Amount

<$5M

Most Recent Funding Amount

1

Number of Funding Rounds

Consolidated Planning Tech Stack

A closer look at the technologies used by Consolidated Planning

Top Companies in United States

Top 10 companies in United States by revenue

Top 10 companies in United States by number of employees

Top 10 companies in United States by total funding amount

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Most Recent Scoops

Sep 14 2023
Project
Financial Planning
Aug 31 2023
Project
Financial Planning
Aug 30 2023
Project
A mid-level source in Financial Planning has indicated that the organization is in the midst of initiatives related to corporate performance management (CPM) software.
Financial Planning, Enterprise Software, Software, Workforce Management
Aug 30 2023
Project
A mid-level source in Financial Planning has indicated that the organization is in the midst of initiatives related to debt and equity.
Financial Planning, Compensation & Benefits, Employee Relations, Workforce Management
Aug 30 2023
Project
A mid-level source in Financial Planning has indicated that the organization is in the midst of initiatives related to financial processes automation.
Automation, Financial Planning, Financial Systems
See more scoops

Frequently Asked Questions Regarding Consolidated Planning

Where is Consolidated Planning located?
Consolidated Planning's headquarters are located at 6115 Park South Dr Ste 200, Charlotte, North Carolina, 28210, United States
What is Consolidated Planning's phone number?
Consolidated Planning's phone number is (704) 552-8507
What is Consolidated Planning's official website?
Consolidated Planning's official website is www.cplanning.com
What is Consolidated Planning's Revenue?
Consolidated Planning's revenue is $56.7 Million
What is Consolidated Planning's SIC code?
Consolidated Planning's SIC: 62,628
What is Consolidated Planning's NAICS code?
Consolidated Planning's NAICS: 52,525
How many employees does Consolidated Planning have?
Consolidated Planning has 110 employees
What industry does Consolidated Planning belong to?
Consolidated Planning is in the industry of: Venture Capital & Private Equity, Finance
What is Consolidated Planning competition?
Consolidated Planning top competitors include: Peachtree Planning, Tax & Financial Group, Foster Group, Focus Financial Network
What technology does Consolidated Planning use?
Some of the popular technologies that Consolidated Planning uses are: WordPress.org, PHP, HubSpot Marketing Free, Cloudflare CDN
Who is the CEO of Consolidated Planning?
Consolidated Planning's CEO is Andrew Brincefield
How do I contact Consolidated Planning?
Consolidated Planning contact info: Phone number: (704) 552-8507 Website: www.cplanning.com
What does Consolidated Planning do?

Founded in 1981, Consolidated Planning provides financial services. The company offers insurance, estate, business, education, and retirement planning services. With multiple locations, Consolidated Planning is headquartered in Charlotte, North Carolina.... Read More

What are Consolidated Planning social media links?
Consolidated Planning Linkedin page Consolidated Planning Facebook page
How much funding has Consolidated Planning raised to date?
Consolidated Planning has raised <$5 Million in 1 funding round
When was the last funding round for Consolidated Planning?
Consolidated Planning closed its last funding round on Jan 29, 2021 with the amount of <$5 Million
Is Consolidated Planning a public company?
Consolidated Planning is private company therefore does not currently have an official ticker symbol
See more information about Consolidated Planning

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