Planpaisa

Finance · United States · 1-10 Employees

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Overview

Headquarters

United States

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1

About Planpaisa

Planpaisa is a financial advisory firm that specializes in helping clients achieve their financial goals through personalized financial planning and investment strategies. The company offers research and advisory services aimed at providing high returns across various financial products. Their target clients include individuals seeking financial security and better investment outcomes, particularly those who may lack confidence in managing their finances. With a team of experienced certified financial advisors, Planpaisa is dedicated to guiding clients towards achieving their dreams and securing their financial future.Explore more
Planpaisa's Social MediaPopular SearchesPlanpaisaPlanpaisa VenturesSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Planpaisa

<$5M
1-10
Private
-
-
N/A
$9.3M
11-50
Private
<$5M
2012
Jason Herber, Founding Partner. Senior Wealth Advisor, Chief Financial Officer at TRUE Private Wealth Advisors
Jason HerberFounding Partner. Senior Wealth Advisor, Chief Financial Officer
<$5M
1-10
Private
<$5M
2011
ML
McKayla LanghillRelationship Manager
<$5M
1-10
Private
-
-
JR
Jenna RileyFinancial Advisor
<$5M
1-10
Private
-
-
LF
Lori FloodAdvisor Assistant
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
DT
David TheisNapfa-Registered Financial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Planpaisa Tech Stack

A closer look at the technologies used by Planpaisa

Top Finance Companies

Frequently Asked Questions Regarding Planpaisa

What is Planpaisa's official website?
Planpaisa's official website is www.planpaisa.com
What is Planpaisa's Revenue?
Planpaisa's revenue is <$5 Million
What is Planpaisa's SIC code?
Planpaisa's SIC: 62,628
What is Planpaisa's NAICS code?
Planpaisa's NAICS: 52,523
How many employees does Planpaisa have?
Planpaisa has 1-10 employees
What industry does Planpaisa belong to?
Planpaisa is in the industry of: Finance, Securities Trading
What is Planpaisa competition?
Planpaisa top competitors include: Fee-Only Financial Advisors, Etiquette Financial Partners, H&T Capital Advisor Group, Riley Planning and Investments
What technology does Planpaisa use?
Some of the popular technologies that Planpaisa uses are: WordPress.org, reCAPTCHA, PHP, HostPapa
What does Planpaisa do?

Planpaisa is a financial advisory firm that specializes in helping clients achieve their financial goals through personalized financial planning and investment strategies. The company offers research and advisory services aimed at providing high returns across various financial products. Their target clients include individuals seeking financial se... curity and better investment outcomes, particularly those who may lack confidence in managing their finances. With a team of experienced certified financial advisors, Planpaisa is dedicated to guiding clients towards achieving their dreams and securing their financial future.Read More

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

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