PlanWise Financial Group

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

4801 Spicewood Springs Rd Ste 200, Austi...

Phone Number

(512) 290-9020

Revenue

<$5 Million

Industry

Finance Securities Trading

About PlanWise Financial Group

UNO Home Loans is Australia's online mortgage broker that combines exceptional service with technology to simplify the home loan process, saving clients time and money. They cater to a diverse clientele, including first-time home buyers and seasoned property investors, by offering access to over 40 lenders and thousands of home loan products. The company prides itself on its commitment to 'Epic Service,' ensuring that clients receive dedicated support from experienced brokers throughout their mortgage journey. With a focus on transparency and responsiveness, UNO aims to make the refinancing and purchasing experience as seamless and stress-free as possible.Explore more
PlanWise Financial Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

PlanWise Financial Group Org Chart

PhoneEmail
JL
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Principal

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Client Service Administrator

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TR
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Advisor Emeritus Client Liaison

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JL
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Financial Advisor

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LS
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Financial Advisor

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BD
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Financial Advisor

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MW
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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

PlanWise Financial Group

<$5M
1-10
Private
-
2011
<$5M
1-10
Private
-
2003
CD
Constance DragooneDirector, Client Services
<$5M
11-50
Private
-
1990
DP
Darci PrattDirector, Operations
Illustration of an envelope

PlanWise Financial Group Tech Stack

A closer look at the technologies used by PlanWise Financial Group

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Frequently Asked Questions Regarding PlanWise Financial Group

What is PlanWise Financial Group's official website?
PlanWise Financial Group's official website is www.planwisefin.com
What is PlanWise Financial Group's Revenue?
PlanWise Financial Group's revenue is <$5 Million
What is PlanWise Financial Group's SIC code?
PlanWise Financial Group's SIC: 62,628
What is PlanWise Financial Group's NAICS code?
PlanWise Financial Group's NAICS: 52,523
How many employees does PlanWise Financial Group have?
PlanWise Financial Group has 1-10 employees
What industry does PlanWise Financial Group belong to?
PlanWise Financial Group is in the industry of: Finance, Securities Trading
What is PlanWise Financial Group competition?
PlanWise Financial Group top competitors include: Heritage Financial Services, Pratt Wealth Management
What technology does PlanWise Financial Group use?
Some of the popular technologies that PlanWise Financial Group uses are: DocuSign, Cloudflare Website Optimization, Google Cloud Web Serving, Google Cloud Platform
How do I contact PlanWise Financial Group?
PlanWise Financial Group contact info: Phone number: (512) 290-9020 Website: www.planwisefin.com
What does PlanWise Financial Group do?

UNO Home Loans is Australia's online mortgage broker that combines exceptional service with technology to simplify the home loan process, saving clients time and money. They cater to a diverse clientele, including first-time home buyers and seasoned property investors, by offering access to over 40 lenders and thousands of home loan products. The c... ompany prides itself on its commitment to 'Epic Service,' ensuring that clients receive dedicated support from experienced brokers throughout their mortgage journey. With a focus on transparency and responsiveness, UNO aims to make the refinancing and purchasing experience as seamless and stress-free as possible.Read More

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

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