VeriPlan

Financial Software · California, United States · 11-50 Employees

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Overview

Headquarters

1077 Prospect Blvd, Pasadena, California...

Revenue

<$5 Million

Industry

Financial Software Software Business Services Project Management
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About VeriPlan

The Skilled Investor offers the VeriPlan Personal Financial Planning Software, designed for individuals seeking to manage their own financial affairs effectively. The company provides a range of resources including articles on personal investment management, asset allocation, and financial planning strategies. Their target clients include do-it-yourself investors and those looking for comprehensive financial planning tools. Founded by experienced financial planner Larry Russell, the company aims to enhance financial literacy and investment efficiency.Explore more
Popular SearchesVeriPlanLawrence Russell and CoSIC Code 73,737NAICS Code 51,513Show more

VeriPlan Org Chart

PhoneEmail
JG
United States flag for contact location.

Medical Biller

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

VeriPlan

<$5M
11-50
Private
-
2001
JG
Jacqueline GarzaMedical Biller
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesCertified Financial Planner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
SF
Scott FloersheimPersonal Wealth Advisor
<$5M
1-10
Private
-
1983
Illustration of an envelope

Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

VeriPlan is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

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

VeriPlan Tech Stack

A closer look at the technologies used by VeriPlan

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Frequently Asked Questions Regarding VeriPlan

What is VeriPlan's official website?
VeriPlan's official website is www.theskilledinvestor.com
What is VeriPlan's Revenue?
VeriPlan's revenue is <$5 Million
What is VeriPlan's SIC code?
VeriPlan's SIC: 73,737
What is VeriPlan's NAICS code?
VeriPlan's NAICS: 51,513
How many employees does VeriPlan have?
VeriPlan has 11-50 employees
What industry does VeriPlan belong to?
VeriPlan is in the industry of: Financial Software, Software, Business Services
What is VeriPlan competition?
VeriPlan top competitors include: Lawrence Russell, Stockade Wealth Management, Best Bond Funds, ABLE Wealth Management Solutions
What technology does VeriPlan use?
Some of the popular technologies that VeriPlan uses are: Google Font API, Google Tag Manager, Google Global Site Tag, Hostgator
What does VeriPlan do?

The Skilled Investor offers the VeriPlan Personal Financial Planning Software, designed for individuals seeking to manage their own financial affairs effectively. The company provides a range of resources including articles on personal investment management, asset allocation, and financial planning strategies. Their target clients include do-it-you... rself investors and those looking for comprehensive financial planning tools. Founded by experienced financial planner Larry Russell, the company aims to enhance financial literacy and investment efficiency.Read More

Is VeriPlan a public company?
VeriPlan is private company therefore does not currently have an official ticker symbol
See more information about VeriPlan

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