Platinum Financial
Finance · Louisiana, United States · 11-50 Employees
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Overview
Headquarters
850 Kaliste Saloom Rd Ste 123, Lafayette...Phone Number
(337) 534-4106Website
www.platinumfinancialllc.comRevenue
$17.7 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1
About Platinum Financial
Platinum Financial LLC specializes in providing personalized financial planning services, including income planning, investment management, retirement planning, and tax planning. They aim to help clients achieve their retirement goals by simplifying the planning process and empowering informed decision-making. The company focuses on serving the best interests of its clients rather than selling products, ensuring a collaborative approach to financial management. Their target clients include individuals and couples seeking to secure their financial future and maintain a stable income during retirement.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Platinum Financial
$17.7M
11-50
Private
<$5M
2007
N/A
Company Profile Activity
Activity Insights
Platinum Financial is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Platinum Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Platinum Financial.
Platinum Financial financials insights
Gather financial insights about Platinum Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
2021
Debt
$269K
Platinum Financial Tech Stack
A closer look at the technologies used by Platinum Financial
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Most Recent Scoops
Funding
Platinum Financial has received an SBA PPP loan in the amount of $268,520 from City National Bank resulting in the retention of 19 jobs.
Funding
Platinum Financial has received an SBA PPP loan in the amount of $35,310 from First Horizon Bank resulting in the retention of 4 jobs.
Funding
Platinum Financial has received an SBA PPP loan for $150,000-350,000 from City National Bank.
Funding
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Platinum Financial LLC specializes in providing personalized financial planning services, including income planning, investment management, retirement planning, and tax planning. They aim to help clients achieve their retirement goals by simplifying the planning process and empowering informed decision-making. The company focuses on serving the bes... Read More
