Plancorp Revenue and Competitors

Location

N/A

Total Funding

Fintech

Industry

Estimated Revenue & Valuation

  • Plancorp's estimated annual revenue is currently $15.6M per year.(i)
  • Plancorp's estimated revenue per employee is $130,000

Employee Data

  • Plancorp has 120 Employees.(i)
  • Plancorp grew their employee count by 6% last year.

Plancorp's People

NameTitleEmail/Phone
1
FounderReveal Email/Phone
2
CEOReveal Email/Phone
3
VPReveal Email/Phone
4
VPReveal Email/Phone
5
Vice Chairman and Member Board ManagersReveal Email/Phone
6
vice presidentReveal Email/Phone
7
Chief Client Experience OfficerReveal Email/Phone
8
Vice Chairman, Chief Financial OfficerReveal Email/Phone
9
Director Brand & MarketingReveal Email/Phone
10
Chief Compliance OfficerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$0.9M12N/AN/AN/A
#2
$0.1M833%$9.5MN/A
#3
$0.1M50%$9MN/A
#4
$89.1M5485%N/AN/A
#5
$4510M16524N/AN/AN/A
#6
$1790M10163N/AN/AN/A
#7
$7996.7M430163%N/AN/A
#8
$1.2M15-17%N/AN/A
#9
$16.3M12524%N/AN/A
#10
$245M13184%N/AN/A
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What Is Plancorp?

If you are looking for an experienced wealth management partner who can help you manage and protect your financial life, we look forward to welcoming you to the Plancorp family. Plancorp is a Registered Investment Advisor currently overseeing approximately $3.9 billion (as of 12/31/17) of both individual and institutional assets. We are a fee-only, independently owned wealth management firm and certified fiduciary. That means were paid only by our clients and are obligated by law to act in their best interests. We believe this business philosophy has been a key to our 30 years of success. Our investment philosophy is anchored in evidence-based research studies conducted by universities and Nobel Prize-winning economists. We dont engage in playing the markets or short-term stock picking. What has set us apart since we were founded in 1983, is our commitment to absolute transparency. With Plancorp, there are never hidden agendas or hidden fees. We have one agenda only to help you reach your goals.

keywords:Finance

N/A

Total Funding

120

Number of Employees

$15.6M

Revenue (est)

6%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$12.1M1210%N/A
#2
$32.7M1216%N/A
#3
$32.7M12110%N/A
#4
$15M1223%N/A
#5
$22M122-21%N/A