United Planners Revenue and Competitors
Estimated Revenue & Valuation
- United Planners's estimated annual revenue is currently $57.3M per year.
- United Planners's estimated revenue per employee is $231,000
Employee Data
- United Planners has 248 Employees.
- United Planners grew their employee count by 8% last year.
United Planners's People
| Name | Title | Email/Phone |
|---|---|---|
1 | AVP - Practice Management & Retirement Services | Reveal Email/Phone |
2 | AVP, Partner Development | Reveal Email/Phone |
3 | AVP Alternative Investments | Reveal Email/Phone |
4 | AVP, Accounting | Reveal Email/Phone |
5 | EVP - Chief Marketing Officer | Reveal Email/Phone |
6 | Chief Compliance Officer/AML Officer | Reveal Email/Phone |
7 | Advertising Manager | Reveal Email/Phone |
8 | Corporate Brand Manager | Reveal Email/Phone |
9 | Senior Manager Events & Corporate Communication | Reveal Email/Phone |
10 | I.T. Manager | Reveal Email/Phone |
United Planners Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $6.9M | 41 | 58% | N/A | N/A |
#2 | $35.1M | 152 | 19% | N/A | N/A |
#3 | $7.9M | 47 | 0% | N/A | N/A |
#4 | $18.9M | 90 | 5% | N/A | N/A |
#5 | $21M | 100 | 14% | N/A | N/A |
#6 | $40M | 173 | 12% | N/A | N/A |
#7 | $7.2M | 43 | 2% | N/A | N/A |
#8 | $6M | 36 | 6% | N/A | N/A |
#9 | $5.4M | 32 | 300% | N/A | N/A |
#10 | $37.7M | 163 | N/A | N/A | N/A |
What Is United Planners?
United Planners never loses sight of our goal to be the most efficient service oriented Broker-Dealer working with successful independent financial professionals. Over 100 years of collective experience among our senior management team has taught us that high level personal service cannot be delivered to large numbers. For that reason our focus is on a limited number of very capable financial services professionals. Our “client oriented” service sets United Planners apart from our competitors.
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Total Funding
248
Number of Employees
$57.3M
Revenue (est)
8%
Employee Growth %
N/A
Valuation
N/A
Accelerator
United Planners News
... depositing checks from clients that were made out to his doing-business-as name, United Planners wrote in Riposo's BrokerCheck record.
United appointed master planners for their Carrington training ground back in December 2021. The Athletic understands that United aim to upgrade...
Other Companies in Scottsdale
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $38.7M | 248 | -16% | $150000B |
#2 | $38.7M | 248 | -16% | $150000B |
#3 | $7.5M | 250 | 32% | N/A |
#4 | $40M | 251 | 9% | N/A |
#5 | $75M | 251 | 1% | N/A |