Simple Wealth Planning
Finance · Missouri, United States · 1-10 Employees
View Company Info for Free
Overview
Headquarters
1520 Clay St Ste H18, Kansas City, Misso...Phone Number
(816) 866-8347Website
www.simplewealthkc.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1
About Simple Wealth Planning
Flattery Wealth Management offers holistic financial planning and investment management services, emphasizing simplicity, transparency, and personalized strategies. Established in 2018, the firm serves individuals and families in Kansas City and nationwide without hidden fees or commissions. The owner, Andrew Flattery, leverages over a decade of experience to provide sound financial advice in plain English. Their commitment is to help clients secure a fulfilling financial future through clear and effective planning.Explore more
Simple Wealth Planning Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Simple Wealth Planning your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Product Launch: Get notified when Simple Wealth Planning launches new products
Click to see if Simple Wealth Planning had a recent Job posting/layoffs
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Congratulate Masked Content for being promoted to Masked Content at Simple Wealth Planning
Earning: See what the market has to say on Simple Wealth Planning recently announced quarterly report
Website visits: Recent activity has been detected on your website
Check if Simple Wealth Planning has recently received funding, and reach out quickly before it becomes old news!
Check out if Simple Wealth Planning is spiking on competitors!
Funding: Get notified immidiatlly once Simple Wealth Planning has new funding data
Simple Wealth Planning, which may be a good buyer, showed buying intent in Masked Content Topic
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find 2 more new buyers
Compare Similar Companies to Simple Wealth Planning
Compare insights from companies similar to Simple Wealth Planning, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Simple Wealth Planning is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Simple Wealth Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Simple Wealth Planning.
Simple Wealth Planning Tech Stack
Top Finance Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Simple Wealth Planning
Sign Up For FreeTo access detailed company insights
Flattery Wealth Management offers holistic financial planning and investment management services, emphasizing simplicity, transparency, and personalized strategies. Established in 2018, the firm serves individuals and families in Kansas City and nationwide without hidden fees or commissions. The owner, Andrew Flattery, leverages over a decade of ex... Read More
