Superior Planning
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
9820 Willow Creek Rd Ste 105, San Diego,...Phone Number
(858) 546-1046Website
www.superplan.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About Superior Planning
Superplan Family Wealth is an intelligent planning platform designed for affluent families managing complex wealth. It integrates three key areas—Lifestyle, Portfolio, and Legacy—into a single interactive view, enhancing how families oversee their financial decisions and generational planning. Founded by Buddy Thomas, the platform aims to provide families with better tools than traditional wealth management methods, ensuring a collaborative approach with their advisors. Superplan prioritizes security and privacy, making it a reliable resource for families looking to actively steward their wealth.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Superior Planning
<$5M
1-10
Private
<$5M
1982
N/A
Company Profile Activity
Activity Insights
Superior Planning is experiencing very low activity levels compared to other companies in the Finance sector.
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Superior Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Superior Planning.
Superior Planning financials insights
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2021
Debt
$66K
Superior Planning Tech Stack
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Superplan Family Wealth is an intelligent planning platform designed for affluent families managing complex wealth. It integrates three key areas—Lifestyle, Portfolio, and Legacy—into a single interactive view, enhancing how families oversee their financial decisions and generational planning. Founded by Buddy Thomas, the platform aims to provide f... Read More
