X² Wealth Planning

Finance · Arizona, United States · 1-10 Employees

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Overview

Headquarters

8777 E Vía De Ventura 120, Scottsdale, A...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About X² Wealth Planning

X2 Wealth Planning, led by fiduciary advisor Hannah Chapman, offers values-driven financial planning tailored for business owners and entrepreneurs. The firm specializes in investment management, tax, retirement, and estate planning, integrating unique methodologies like Human Design and Gene Keys into their services. Their comprehensive approach includes personalized financial strategies that align with clients' goals and values, ensuring clarity and confidence in decision-making. X2 Wealth Planning aims to empower clients to build a legacy that reflects their purpose and aspirations.Explore more
X² Wealth Planning's Social MediaPopular SearchesX² Wealth PlanningX Wealth PlanningX2 Wealth Planning LLCSIC Code 62,628NAICS Code 52,523Show more

X² Wealth Planning Org Chart

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Hannah Chapman, Founder & Chief Executive Officer & Financial Advisor at X² Wealth Planning
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

X² Wealth Planning

<$5M
1-10
Private
-
2021
Hannah Chapman, Founder & Chief Executive Officer & Financial Advisor at X² Wealth Planning
Hannah ChapmanFounder & CEO & Financial Advisor
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
11-50
Private
-
2001
GB
Gregory BillowManaging Partner
<$5M
11-50
Private
-
1990
JS
John SchlatterFounder & CEO
<$5M
11-50
Private
-
2015
TS
Timothy SmithCEO & Founder
<$5M
1-10
Private
-
2014
LT
Lisa ThompsonOperational Manager
<$5M
1-10
Private
-
-
TJ
Tf JenkinsManaging Director
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

X² Wealth Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

X² Wealth Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about X² Wealth Planning.

X² Wealth Planning Tech Stack

A closer look at the technologies used by X² Wealth Planning

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Frequently Asked Questions Regarding X² Wealth Planning

What is X² Wealth Planning's official website?
X² Wealth Planning's official website is www.x2wealthplanning.com
What is X² Wealth Planning's Revenue?
X² Wealth Planning's revenue is <$5 Million
What is X² Wealth Planning's SIC code?
X² Wealth Planning's SIC: 62,628
What is X² Wealth Planning's NAICS code?
X² Wealth Planning's NAICS: 52,523
How many employees does X² Wealth Planning have?
X² Wealth Planning has 1-10 employees
What industry does X² Wealth Planning belong to?
X² Wealth Planning is in the industry of: Finance, Securities Trading
What is X² Wealth Planning competition?
X² Wealth Planning top competitors include: Alliance Wealth Advisors, Barber Investment Partners, Aurora Private Wealth, GMB Private Wealth Management
What technology does X² Wealth Planning use?
Some of the popular technologies that X² Wealth Planning uses are: reCAPTCHA, MailChimp, Squarespace Online Stores, Barracuda Networks
What does X² Wealth Planning do?

X2 Wealth Planning, led by fiduciary advisor Hannah Chapman, offers values-driven financial planning tailored for business owners and entrepreneurs. The firm specializes in investment management, tax, retirement, and estate planning, integrating unique methodologies like Human Design and Gene Keys into their services. Their comprehensive approach i... ncludes personalized financial strategies that align with clients' goals and values, ensuring clarity and confidence in decision-making. X2 Wealth Planning aims to empower clients to build a legacy that reflects their purpose and aspirations.Read More

What are X² Wealth Planning social media links?
X² Wealth Planning Facebook page
Is X² Wealth Planning a public company?
X² Wealth Planning is private company therefore does not currently have an official ticker symbol
See more information about X² Wealth Planning

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