Planner Securities

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

150 E 52nd St Fl 7, New York City, New Y...

Phone Number

(646) 381-7000

Revenue

<$5 Million

Industry

Finance Software Financial Software Securities Trading Lending & Brokerage
ZI Rank: 1
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ZI Rank
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About Planner Securities

Planner Securities offers a comprehensive online investment planning platform designed for self-directed investors, featuring tools for equity, options, and fixed income trading. Their Alpha Plan prioritizes user experience, providing personalized solutions for seamless trading and portfolio management. The company caters to individual investors seeking to manage their investments effectively while understanding the associated risks. As a discount broker, Planner Securities does not provide investment advice but empowers clients to make informed trading decisions.Explore more
Planner Securities's Social MediaPopular SearchesPlanner Securities LLCPlanner SecuritiesPlanners Securities Network CorpTrade Planner LLCSIC Code 62,621NAICS Code 52,523Show more

Planner Securities Org Chart

Leonardo Figueiredo, Chief Executive Officer at Planner Securities
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Chief Executive Officer

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Marketing Intern

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Planner Securities

<$5M
1-10
Private
<$5M
2008
$5.8M
11-50
Private
-
2021
$5.6M
1-10
Private
-
2005
SC
Shawna ChoateOperational Sales Associate
$5.1M
11-50
Private
-
2017
N/A
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Planner Securities financials insights

Gather financial insights about Planner Securities, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$107K

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Planner Securities Tech Stack

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Frequently Asked Questions Regarding Planner Securities

What is Planner Securities's official website?
Planner Securities's official website is www.plannersecurities.com
What is Planner Securities's Revenue?
Planner Securities's revenue is <$5 Million
What is Planner Securities's SIC code?
Planner Securities's SIC: 62,621
What is Planner Securities's NAICS code?
Planner Securities's NAICS: 52,523
How many employees does Planner Securities have?
Planner Securities has 1-10 employees
What industry does Planner Securities belong to?
Planner Securities is in the industry of: Finance, Software, Financial Software
What is Planner Securities competition?
Planner Securities top competitors include: Bull Market Securities, Pss Investment Management, Cambria Capital, Forex Singapore Traders
What technology does Planner Securities use?
Some of the popular technologies that Planner Securities uses are: Bullhorn, Google Universal Analytics, Cloudflare CDN, Google Font API
How do I contact Planner Securities?
Planner Securities contact info: Phone number: (646) 381-7000 Website: www.plannersecurities.com
What does Planner Securities do?

Planner Securities offers a comprehensive online investment planning platform designed for self-directed investors, featuring tools for equity, options, and fixed income trading. Their Alpha Plan prioritizes user experience, providing personalized solutions for seamless trading and portfolio management. The company caters to individual investors se... eking to manage their investments effectively while understanding the associated risks. As a discount broker, Planner Securities does not provide investment advice but empowers clients to make informed trading decisions.Read More

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

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