Peachtree Planning
Finance · Georgia, United States · 51-200 Employees
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Overview
Headquarters
5040 Roswell Rd Ste 100, Atlanta, Georgi...Phone Number
(404) 260-1600Website
www.peachtreeplanning.comRevenue
$9.9 MillionIndustry
ZI Rank: 2
Signal Type
Jan
Feb
Mar
Apr
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Jun
ZI Rank
2
2
2
2
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2
About Peachtree Planning
Peachtree Planning specializes in providing financial knowledge and solutions to individuals and business owners. The company develops, implement and utilize financial strategies to help maximize the company's clients time and money. Peachtree Planning is a leading provider of comprehensive wealth planning and client management strategies. The firm has served the Southeast since its inception in 1987, with a strategy of helping clients with a proven financial planning process rather than just selling financial products. Today, Peachtree Planning is recognized as one of the premier organizations in the country focusing on providing winning financial strategies for its individual and business clients. The experienced financial professionals at Peachtree Planning have an understanding of tax laws, and an in-depth knowledge of financial services, employee benefit plans, insurance, investments*, and other tools needed to build an effective financial foundation for you and/or your business.Read more
Peachtree Planning Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Peachtree Planning
$9.9M
51-200
Private
<$5M
1987
AF
Amber FontanaChief Financial Officer & Chief Operations Officer
Company Profile Activity
Activity Insights
Peachtree Planning is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Peachtree Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Peachtree Planning.
Peachtree Planning financials insights
Gather financial insights about Peachtree Planning, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
Peachtree Planning Tech Stack
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Most Recent Scoops
Facilities Relocation / Expansion
Peachtree Planning is planning to move offices in January 2025. The move will impact approximately 166 employees at the existing office located at 5040 Roswell Road, Atlanta, GA.
Facilities Relocation/Expansion
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Frequently Asked Questions Regarding Peachtree Planning
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Peachtree Planning specializes in providing financial knowledge and solutions to individuals and business owners. The company develops, implement and utilize financial strategies to help maximize the company's clients time and money. Peachtree Planning is a leading provider of comprehensive wealth planning and client management strategies. The firm... Read More
