Planwyz

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
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Planwyz

Planwyz Inc. is a Delaware corporation and Registered Investment Adviser (RIA)* focused on bringing low-cost financial planning and optional investment advice to middle-income US Households. Planwyz is driving down the cost of providing advice with an extensive use of information technology and a unique business model. *Registration with a government authority does not imply a certain level of skill or training.Explore more
Planwyz's Social MediaPopular SearchesPlanwyz IncSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Planwyz

<$5M
1-10
Private
-
2018
N/A
<$5M
11-50
Private
-
-
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
ML
Mary LeccaChief Compliance Officer
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2015
RH
Richard HeiligPortfolio Manager
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Planwyz Tech Stack

A closer look at the technologies used by Planwyz

Top Finance Companies

Frequently Asked Questions Regarding Planwyz

What is Planwyz's official website?
Planwyz's official website is www.planwyz.com
What is Planwyz's Revenue?
Planwyz's revenue is <$5 Million
What is Planwyz's SIC code?
Planwyz's SIC: 62,628
What is Planwyz's NAICS code?
Planwyz's NAICS: 52,523
How many employees does Planwyz have?
Planwyz has 1-10 employees
What industry does Planwyz belong to?
Planwyz is in the industry of: Finance, Securities Trading
What is Planwyz competition?
Planwyz top competitors include: Argonautica Private Wealth Management, Your Choice Financial, Simplicity Solutions, DS Investment Advisors
What technology does Planwyz use?
Some of the popular technologies that Planwyz uses are: Sectigo, The USERTRUST Network, Google Workspace, Gmail
What does Planwyz do?

Planwyz Inc. is a Delaware corporation and Registered Investment Adviser (RIA)* focused on bringing low-cost financial planning and optional investment advice to middle-income US Households. Planwyz is driving down the cost of providing advice with an extensive use of information technology and a unique business model. *Registration with a governme... nt authority does not imply a certain level of skill or training.Read More

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

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