Consolidated Planning Revenue and Competitors
Estimated Revenue & Valuation
- Consolidated Planning's estimated annual revenue is currently $62.8M per year.
- Consolidated Planning's estimated revenue per employee is $231,000
Employee Data
- Consolidated Planning has 272 Employees.
- Consolidated Planning grew their employee count by 5% last year.
Consolidated Planning's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Managing Director & Director Talent Acquisition | Reveal Email/Phone |
2 | Financial Advisor and Managing Director | Reveal Email/Phone |
3 | Managing Director - Talent Acquisition | Reveal Email/Phone |
4 | Director Wealth Management | Reveal Email/Phone |
5 | Director Qualified Plans, Business Markets | Reveal Email/Phone |
6 | Administrative Director | Reveal Email/Phone |
7 | Content Manager | Reveal Email/Phone |
8 | Client Relationship Manager | Reveal Email/Phone |
9 | Project Manager/Data Analyst | Reveal Email/Phone |
10 | President & CEO | Reveal Email/Phone |
Consolidated Planning Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $12.7M | 67 | 12% | N/A | N/A |
#2 | N/A | 24588 | -13% | N/A | N/A |
#3 | $16.4M | 78 | -7% | N/A | N/A |
#4 | $4.1M | 28 | -22% | N/A | N/A |
#5 | $2.9M | 20 | -9% | N/A | N/A |
#6 | $498.6M | 1696 | 14% | N/A | N/A |
#7 | $37M | 160 | 22% | N/A | N/A |
#8 | $0.5M | 5 | 0% | N/A | N/A |
#9 | $101.1M | 385 | -1% | N/A | N/A |
#10 | $608.3M | 2069 | 5% | N/A | N/A |
What Is Consolidated Planning?
Consolidated Planning, Inc. was established in 1981 to provide a new and unique approach to helping individuals and businesses develop a consolidated, comprehensive financial plan. Today, Consolidated Planning is recognized as one of the premier organizations in the country focusing on providing winning financial strategies for its clients.
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Total Funding
272
Number of Employees
$62.8M
Revenue (est)
5%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Consolidated Planning News
This FY23 Annual Action Plan is the fifth year of the five-year 2018-2022 Consolidated Planning period. The Annual Action Plan outlines the...
In order to receive CDBG funds, the Annual Action Plan must be ... the goals and objectives outlined in the City's 5-Year Consolidated Plan.
The Missoula Consolidated Planning Board on Tuesday voted against a rezone request to increase the density of a project proposed in Lower...
Other Companies in Charlotte
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $63.3M | 274 | 10% | N/A |
#2 | $54.5M | 275 | N/A | N/A |
#3 | $35M | 275 | 10% | N/A |
#4 | $43.9M | 275 | 8% | N/A |
#5 | $67.3M | 278 | 2% | N/A |