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Core Planning Revenue and Competitors

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Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Core Planning's estimated annual revenue is currently $5.2M per year.(i)
  • Core Planning's estimated revenue per employee is $168,000

Employee Data

  • Core Planning has 31 Employees.(i)
  • Core Planning grew their employee count by 7% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$158.6M6046%N/AN/A
#2
$48.7M211-32%N/AN/A
#3
$17.2M828%N/AN/A
#4
$220.8M7518%N/AN/A
#5
$0.4M4-86%N/AN/A
#6
$11M585%N/AN/A
#7
$239.6M798-2%N/AN/A
#8
$12.5M66-3%N/AN/A
#9
$13.4M719%N/AN/A
#10
$151.9M1271N/AN/AN/A
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What Is Core Planning?

We live in an abundant world, but sometimes we can feel lost when our lives don't move in a straight line, and our environment changes along the path.  We believe the best way to navigate the financial journey is to simplify everything within our control, remove obstacles, and operate from a place of principles. While the entrenched investment world scrambles to add features, add products, and add confusion; what would the opposite look like? The families we serve are diverse and unique, but share similar core values.  Our families are looking to simplify life and believe money should serve as a source of freedom, not a source of stress. -

keywords:N/A

N/A

Total Funding

31

Number of Employees

$5.2M

Revenue (est)

7%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$3.6M3115%N/A
#2
$7.4M323%N/A
#3
$7.4M323%N/A
#4
$3.7M32-20%N/A
#5
$7.4M323%N/A