Consolidated Planning
Finance · North Carolina, United States · 51-200 Employees
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Overview
Headquarters
6115 Park South Dr Ste 200, Charlotte, N...Phone Number
(704) 552-8507Website
www.cplanning.comRevenue
$56.7 MillionIndustry
ZI Rank: 2
Signal Type
Dec
Jan
Feb
Mar
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May
ZI Rank
3
2
2
2
2
2
About Consolidated Planning
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.Explore more
Consolidated Planning Org Chart
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Type
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Company Profile Activity
Activity Insights
Consolidated Planning is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Consolidated Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Consolidated Planning.
Consolidated Planning financials insights
Gather financial insights about Consolidated Planning, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2021
Debt
$511K
Consolidated Planning Tech Stack
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Most Recent Scoops
Hiring Plans
Consolidated Planning has more open roles in Finance than it has had at any time in the past 12 months. Areas of expertise include: Financial Engineering, Investment Advisory, Financial Planning, Retirement Planning, and Investments.
Hiring Plans
Facilities Relocation / Expansion
Consolidated Planning is planning to move offices in December 2024. The move will impact approximately 15 employees at the existing office located at 3565 Piedmont Rd Ne Bldg 4, Atlanta, GA.
Facilities Relocation/Expansion
Project
A mid-level source has indicated that the finance department plans to prioritize initiatives related to reducing time spent on underwriting over the next three months.
Financial Planning
Project
A mid-level source in Financial Planning has indicated that the organization is in the midst of initiatives related to budget creation and management.
Financial Planning
Project
Financial Planning, Enterprise Software, Software, Workforce Management
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Frequently Asked Questions Regarding Consolidated Planning
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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
