About Crossroads Planning
Crossroads Planning is a company based in Orange (United States) founded in 2015. It operates as a B2C, and Professional Services. Crossroads Planning offers products and services including Tax Preparation, Financial Planning, and Wealth Management. Crossroads Planning operates in a competitive market with competitors including MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Milliman, among others.
- Headquarter Orange, United States
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Sectors
Business ServicesFinancial Services
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Email
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Phone
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Website
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Social
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- Legal Name Crossroads Planning, Llc
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Annual Revenue
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Products & Services of Crossroads Planning
Crossroads Planning offers a comprehensive portfolio of products and services, including Tax Preparation, Financial Planning, and Wealth Management. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Assists with annual tax returns and strategic planning.
Develops comprehensive strategies for personal finances.
Customizes portfolios based on client risk and goals.
Funding Insights of Crossroads Planning
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Investments & Acquisitions by Crossroads Planning
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Crossroads Planning
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Crossroads Planning Comparisons
Competitors of Crossroads Planning
Crossroads 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 MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Milliman, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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Mutual life insurance company
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Personal and business insurance products are provided nationwide.
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Fractional home equity is sold online for interest-free loans.
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Financial services are offered by Thrivent as a not-for-profit entity.
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Milliman is engaged in actuarial consulting and analytics solutions.
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Financial and risk advisory solutions are provided globally.
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Crossroads Planning
When was Crossroads Planning founded?
Crossroads Planning was founded in 2015.
Where is Crossroads Planning located?
Crossroads Planning is headquartered in Orange, United States. It is registered at Orange, California, United States.
What does Crossroads Planning do?
Crossroads Planning assists clients with comprehensive financial strategies, including tax preparation and wealth management, through a collaborative fiduciary approach. They help individuals at various life stages manage debt, savings, and investments while minimizing tax liabilities. Based in Orange, California, they serve clients seeking personalized advice for emergencies, retirement, and family planning, ensuring accountability and clarity in financial decisions.
Who are the top competitors of Crossroads Planning?
Crossroads Planning's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
What products or services does Crossroads Planning offer?
Crossroads Planning offers Tax Preparation, Financial Planning, and Wealth Management.