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PlanIQ by TIFIN Revenue and Competitors

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Boulder, CO USA

Location

N/A

Total Funding

Tech Services

Industry

Estimated Revenue & Valuation

  • PlanIQ by TIFIN's estimated annual revenue is currently $362.5k per year.(i)
  • PlanIQ by TIFIN's estimated revenue per employee is $72,500

Employee Data

  • PlanIQ by TIFIN has 5 Employees.(i)
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$0.5M7-30%N/AN/A
#2
$2M205%N/AN/A
#3
$85.4M471-1%N/AN/A
#4
$1.5M17N/AN/AN/A
#5
$0.4M60%N/AN/A
#6
$1M1110%N/AN/A
#7
$0.3M4-20%N/AN/A
#8
$0.6M80%N/AN/A
#9
$2.3M23N/AN/AN/A
#10
$15.7M108-4%N/AN/A
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What Is PlanIQ by TIFIN?

PlanIQ is the only conversational financial planning platform that helps financial advisors address new client questions quickly, powering a better client experience and advisor growth. With PlanIQ, you can take clients on a personalized planning journey, quickly and easily answering the questions that they are most focused on. The platform combines conversational AI, 3rd party data, and intelligent insights to allow advisors to focus on answering one client question at a time. \Can I retire at 63?\ \How much should I save to send my kids to college?\ No matter the question, PlanIQ lets you deliver a simple client-centric experience. With PlanIQ, you can start with the client's acute pain, build trust, and expand into other areas as the client's desires or life circumstances dictate. Contact us a hello@planiq.com To learn more visit www.planiq.com

keywords:N/A

N/A

Total Funding

5

Number of Employees

$362.5k

Revenue (est)

N/A

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$0.4M50%N/A
#2
$0.8M5-17%N/A
#3
$0.4M50%N/A
#4
$0.4M50%N/A
#5
$0.4M50%N/A