MyPlanIQ

Financial Software · California, United States · 11-50 Employees

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Overview

Headquarters

Los Altos, California, United States

Phone Number

(510) 279-3131

Revenue

<$5 Million

Industry

Financial Software Finance Software Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
1
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About MyPlanIQ

MyPlanIQ offers tools and resources for comparing 401(k) and retirement plans, running retirement calculators, and analyzing investment portfolios. Their services are designed to help individuals make informed decisions about personal finance and investing. The company targets a wide range of clients, including 401(k) investors, brokerage investors, and those seeking income and savings strategies. With a focus on optimizing retirement plans and building long-term wealth, MyPlanIQ provides expert portfolios, financial calculators, and comprehensive personal finance resources.Explore more
MyPlanIQ's Social MediaPopular SearchesMyPlanIQLTI Systems IncSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

MyPlanIQ

<$5M
11-50
Private
-
2006
N/A
$5.1M
11-50
Private
-
1993
AO
Amy O'ConnellManager, Operations
<$5M
11-50
Private
-
1962
NG
Nicole GayChief Compliance Officer
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPortfolio Manager, Managing Member & Principal
<$5M
1-10
Private
-
1997
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Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

MyPlanIQ is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

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

MyPlanIQ Tech Stack

A closer look at the technologies used by MyPlanIQ

Top Financial Software Companies

Frequently Asked Questions Regarding MyPlanIQ

What is MyPlanIQ's official website?
MyPlanIQ's official website is www.myplaniq.com
What is MyPlanIQ's Revenue?
MyPlanIQ's revenue is <$5 Million
What is MyPlanIQ's SIC code?
MyPlanIQ's SIC: 62,628
What is MyPlanIQ's NAICS code?
MyPlanIQ's NAICS: 52,523
How many employees does MyPlanIQ have?
MyPlanIQ has 11-50 employees
What industry does MyPlanIQ belong to?
MyPlanIQ is in the industry of: Financial Software, Finance, Software
What is MyPlanIQ competition?
MyPlanIQ top competitors include: Eppolito Financial Strategies, Evanson Asset Management, Balance Wealth Advisors, Karras
What technology does MyPlanIQ use?
Some of the popular technologies that MyPlanIQ uses are: PayPal Marketing Solutions, WooCommerce, WordPress.org, PHP
How do I contact MyPlanIQ?
MyPlanIQ contact info: Phone number: (510) 279-3131 Website: www.myplaniq.com
What does MyPlanIQ do?

MyPlanIQ offers tools and resources for comparing 401(k) and retirement plans, running retirement calculators, and analyzing investment portfolios. Their services are designed to help individuals make informed decisions about personal finance and investing. The company targets a wide range of clients, including 401(k) investors, brokerage investors... , and those seeking income and savings strategies. With a focus on optimizing retirement plans and building long-term wealth, MyPlanIQ provides expert portfolios, financial calculators, and comprehensive personal finance resources.Read More

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

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