The Planners
Financial Software · 11-50 Employees
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Overview
Website
www.getpomarium.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About The Planners
Pomarium is a software platform designed to create personalized investment portfolios defined by clients' values while maintaining financial well-being. The company serves advisors and aims to lower costs by eliminating mutual fund and ETF fees, thus enhancing portfolio performance through individual stock portfolios. With an easy-to-use platform, Pomarium supports various trading systems, helping clients manage values-based requests and investments efficiently. Founded by advisors for advisors, Pomarium focuses on improving client experiences and offering scalable, flexible investment strategies.Explore more
Popular SearchesThe Planners IncSIC Code 73,737NAICS Code 51,513Show more
The Planners Org Chart
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The Planners is experiencing very low activity levels compared to other companies in the Software sector.
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The Planners Tech Stack
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Pomarium is a software platform designed to create personalized investment portfolios defined by clients' values while maintaining financial well-being. The company serves advisors and aims to lower costs by eliminating mutual fund and ETF fees, thus enhancing portfolio performance through individual stock portfolios. With an easy-to-use platform,... Read More
