PlanHappy
Business Services · United Kingdom · 11-50 Employees
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Overview
Headquarters
The Planning Rooms Wellington Court Pres...Phone Number
+44 1642062358Website
www.planhappy.co.ukRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1
About PlanHappy
PlanHappy offers a comprehensive 'Business-in-a-Box' solution for financial planners looking to establish or grow their own businesses. Their services include admin and paraplanning support, compliance assistance, marketing, technology integration, and business support services, all designed to streamline operations and enhance client service. Targeting financial planners who desire independence and ownership, PlanHappy provides the necessary tools and expertise to help them succeed without the burdens of starting from scratch. With over 25 years of experience, PlanHappy aims to empower financial planners to focus on client relationships while they handle the operational complexities.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
PlanHappy
<$5M
11-50
Private
-
2019
N/A
Company Profile Activity
Activity Insights
PlanHappy is experiencing very low activity levels compared to other companies in the Business Services sector.
What does this means?
PlanHappy is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about PlanHappy.
PlanHappy Tech Stack
A closer look at the technologies used by PlanHappy
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PlanHappy offers a comprehensive 'Business-in-a-Box' solution for financial planners looking to establish or grow their own businesses. Their services include admin and paraplanning support, compliance assistance, marketing, technology integration, and business support services, all designed to streamline operations and enhance client service. Targ... Read More
