Consolidated Planning Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Consolidated Planning's estimated annual revenue is currently $62.8M per year.(i)
  • Consolidated Planning's estimated revenue per employee is $231,000

Employee Data

  • Consolidated Planning has 272 Employees.(i)
  • Consolidated Planning grew their employee count by 5% last year.

Consolidated Planning's People

NameTitleEmail/Phone
1
Financial Advisor & Director Business Planning CharlestonReveal Email/Phone
2
Managing Director & Director Talent AcquisitionReveal Email/Phone
3
Financial Advisor and Managing DirectorReveal Email/Phone
4
Managing Director - Talent AcquisitionReveal Email/Phone
5
Director Wealth ManagementReveal Email/Phone
6
Director Qualified Plans, Business MarketsReveal Email/Phone
7
Administrative DirectorReveal Email/Phone
8
Content ManagerReveal Email/Phone
9
Client Relationship ManagerReveal Email/Phone
10
Project Manager/Data AnalystReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$12.7M6712%N/AN/A
#2
N/A24588-13%N/AN/A
#3
$16.4M78-7%N/AN/A
#4
$4.1M28-22%N/AN/A
#5
$2.9M20-9%N/AN/A
#6
$498.6M169614%N/AN/A
#7
$37M16022%N/AN/A
#8
$0.5M50%N/AN/A
#9
$101.1M385-1%N/AN/A
#10
$608.3M20695%N/AN/A
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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

2022-04-19 - PUBLIC NOTICE Public Notice of the Public Hearing and ...

This FY23 Annual Action Plan is the fifth year of the five-year 2018-2022 Consolidated Planning period. The Annual Action Plan outlines the...

2022-04-17 - Legal Notice: CDBG PROGRAM YEAR 48 ANNUAL ACTION ...

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.

2022-04-17 - Missoula Planning Board denies rezone for housing project in ...

The Missoula Consolidated Planning Board on Tuesday voted against a rezone request to increase the density of a project proposed in Lower...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$63.3M27410%N/A
#2
$54.5M275N/AN/A
#3
$35M27510%N/A
#4
$43.9M2758%N/A
#5
$67.3M2782%N/A