iPlanGroup

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

28011 Clemens Rd Ste B, Westlake, Ohio, ...

Phone Number

(440) 484-5566

Revenue

$5.1 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Apr
May
Jun
ZI Rank
2
2
1
2
1
1

About iPlanGroup

iPlanGroup specializes in Self-Directed IRAs, empowering clients to take control of their financial futures. The company caters to a diverse clientele, including new investors, experienced investors looking to diversify, and financial professionals seeking to educate their clients. With a simplified fee structure and 24/7 online access, iPlanGroup aims to provide a smooth and efficient investing process. Founded by Jill Banner, the firm is dedicated to supporting investors in managing their wealth according to their individual goals.Explore more
iPlanGroup's Social MediaPopular SearchesiPlanGroup LLCIPlanGroupIra Plan Partners LLCiplan group LLCIPLAN Financial Group LLCSIC Code 62,628NAICS Code 52,523Show more

iPlanGroup Org Chart

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Chief Operating Officer

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Manager, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

iPlanGroup

$5.1M
11-50
Private
-
2012
AH
Amy HenricksChief Operating Officer
$8.6M
11-50
Private
-
-
N/A
$8.6M
1-10
Private
-
2010
Dmitriy Fomichenko, Founder & President at Sense Financial Services
Dmitriy FomichenkoFounder & President
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2004
JF
Jeremy FarverExecutive Advisor
<$5M
1-10
Private
-
2008
TC
Tina ColsonDirector, Business Development
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

iPlanGroup is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

iPlanGroup Tech Stack

A closer look at the technologies used by iPlanGroup

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Frequently Asked Questions Regarding iPlanGroup

What is iPlanGroup's official website?
iPlanGroup's official website is www.iplangroup.com
What is iPlanGroup's Revenue?
iPlanGroup's revenue is $5.1 Million
What is iPlanGroup's SIC code?
iPlanGroup's SIC: 62,628
What is iPlanGroup's NAICS code?
iPlanGroup's NAICS: 52,523
How many employees does iPlanGroup have?
iPlanGroup has 11-50 employees
What industry does iPlanGroup belong to?
iPlanGroup is in the industry of: Finance, Securities Trading
What is iPlanGroup competition?
iPlanGroup top competitors include: New Direction IRA, IRA Advantage, MyDirect IRA, Asset Exchange Strategies
What technology does iPlanGroup use?
Some of the popular technologies that iPlanGroup uses are: WordPress.org, PHP, Cloudflare Website Optimization, Bullhorn
How do I contact iPlanGroup?
iPlanGroup contact info: Phone number: (440) 484-5566 Website: www.iplangroup.com
What does iPlanGroup do?

iPlanGroup specializes in Self-Directed IRAs, empowering clients to take control of their financial futures. The company caters to a diverse clientele, including new investors, experienced investors looking to diversify, and financial professionals seeking to educate their clients. With a simplified fee structure and 24/7 online access, iPlanGroup... aims to provide a smooth and efficient investing process. Founded by Jill Banner, the firm is dedicated to supporting investors in managing their wealth according to their individual goals.Read More

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

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