About Benchmark Financial Planning
Benchmark Financial Planning is a company based in United States founded in 2003 was acquired by Benchmark Capital in December 2023. It operates as a Professional Services. Benchmark Financial Planning offers products and services including Financial Planning, Investment Management, Pensions, Mortgages, and Protection and Insurance. Benchmark Financial Planning operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.
- Headquarter Sussex, United States
-
Sectors
Financial Services
-
Phone
Locked
-
Website
Locked
-
Social
Locked
- Legal Name Benchmark Financial Planning
-
Annual Revenue
Not available
-
Net Profit
Not available
-
EBITDA
Not available
-
Latest Funding Round
Not available
- Investors
-
Employee Count
Not available
-
Acquired by
Benchmark Capital
(Dec 12, 2023)
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of Benchmark Financial Planning
Benchmark Financial Planning offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, Pensions, Mortgages, and Protection and Insurance.
Tailored financial strategies are provided for individual clients.
Investment portfolios are managed for optimal client returns.
Retirement planning solutions are offered to secure futures.
Mortgage advice is given for property purchase needs.
Insurance solutions are provided for family and asset protection.
Funding Insights of Benchmark Financial Planning
Detailed funding history for Benchmark Financial Planning
Round names, dates, amounts, investors, and valuation history require an active premium plan.
- Round names and dates
- Funding amounts
- Participating investors
- Valuation history
Verified entity values are shown only after access is granted.
Investors in Benchmark Financial Planning
Benchmark Financial Planning has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Benchmark Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Provider of financial services
|
Locked | Locked | Locked |
Investor details for Benchmark Financial Planning
Investor domains, locations, round participation, and complete history require an active premium plan.
- Investor domains
- Investor locations
- Funding rounds
- Participation history
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Benchmark Financial Planning
Investment portfolio details for Benchmark Financial Planning
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
- Investment values
Verified entity values are shown only after access is granted.
Financial Statements - Benchmark Financial Planning
Detailed financials for Benchmark Financial Planning
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
- Financial ratios
Verified entity values are shown only after access is granted.
Benchmark Financial Planning Comparisons
Peer comparison for Benchmark Financial Planning
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
- Funding comparison
- Operating benchmarks
Verified entity values are shown only after access is granted.
Competitors of Benchmark Financial Planning
Benchmark Financial Planning operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| Locked | Locked | Locked |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
|
|
| Locked | Locked | Locked |
Global banking, investment, and wealth management services are offered worldwide.
|
|
| Locked | Locked | Locked |
Wealth management, investment advisory, and financial services are provided.
|
|
| Locked | Locked | Locked |
Northwestern Mutual is engaged in financial planning and insurance services.
|
|
| Locked | Locked | Locked |
Retirement, investment, and insurance products and services are provided.
|
|
| Locked | Locked | Locked |
Asset management and investment advisory services are provided to clients.
|
Detailed competitors of Benchmark Financial Planning
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
- Operating metrics
- Competitive positioning
Verified entity values are shown only after access is granted.
Latest news on Benchmark Financial Planning
Complete news archive for Benchmark Financial Planning
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Benchmark Financial Planning
Benchmark Financial Planning was founded in 2003.
Benchmark Financial Planning is headquartered in United States.
Benchmark Financial Planning is engaged in providing comprehensive financial planning and wealth management services. Clients including individuals, business owners, trustees, and professionals are supported through tailored solutions. Services encompass investment management, pensions, mortgages, and insurance protection. The company operates within the financial sector, focusing on retirement planning, wealth transfer, and family protection. A wide range of corporate services is also provided to businesses. Based in the UK, Benchmark is committed to delivering high-quality advice and client outcomes.
Benchmark Financial Planning's top competitors include Fidelity Investments, Investec and S&P Global.
Benchmark Financial Planning offers Financial Planning, Investment Management, Pensions, Mortgages, and Protection and Insurance.
Benchmark Financial Planning has 1 investor. Key investors include Benchmark Capital.