Plancorp
Highly Engaged Employees
Highly Engaged EmployeesFinance · Missouri, United States · 51-200 Employees
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Overview
Headquarters
540 Maryville Centre Dr Ste 105, St. Lou...Phone Number
(636) 532-7824Website
www.plancorp.comRevenue
$28.4 MillionIndustry
ZI Rank: 2
Signal Type
Dec
Jan
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ZI Rank
6
5
2
2
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2
About Plancorp
Plancorp, headquartered in St. Louis, Missouri, and established in 1983, is a wealth management and financial services company. Their services include wealth management, exit strategy consulting, institutional asset management, and retirement plan advisors.Explore more
Plancorp Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$5.6M
11-50
Private
<$5M
2004
YR
Yevgeniya RomanchenkoChief Financial Officer & Chief Investment Officer
Company Profile Activity
Activity Insights
Plancorp is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Plancorp is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Plancorp.
Plancorp Tech Stack
A closer look at the technologies used by Plancorp
Most Recent Scoops
Event
Person-Based
Events, Podcast
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Person-Based
Asset Management, Acquisitions, Corporate Strategy
Event
Person-Based
IPO, Events, Financial Planning, Finance, Investor Relations, Podcast
Event
Person-Based
Events, Podcast
Plancorp News & Media
Plancorp Opens San Jose Office to Better Serve Bay Area Clients
ST. LOUIS, Jan. 31, 2019 /PRNewswire/ -- Plancorp, a fee-only wealth management firm with $3.7 billion in assets under management*, has opened a new office in San Jose, California, in order to better serve current and future clients in the San Francisco Bay area. The new office is located ...Plancorp Enables CEFEX Fiduciary Certification for Institutions
ST. LOUIS, Oct. 31, 2018 /PRNewswire/ -- Plancorp, a fee-only wealth management firm with $4 billion in assets under management, has begun promoting the fiduciary certification of endowments, foundations and charities as awarded by the Centre for Fiduciary Excellence (CEFEX). Two...Wealth Management Firm Plancorp Expands Operations to Nashville
ST. LOUIS, Jan. 17, 2018 /PRNewswire/ -- Plancorp, a $3.9B fee-only wealth management firm headquartered in St. Louis, Mo., today announced the grand opening of its Nashville, Tenn. branch, which will be headed by wealth manager Kyle Attarian, MBA, CFA, CFP®, AIF®. Attarian...
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Frequently Asked Questions Regarding Plancorp
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Plancorp, headquartered in St. Louis, Missouri, and established in 1983, is a wealth management and financial services company. Their services include wealth management, exit strategy consulting, institutional asset management, and retirement plan advisors.... Read More
