About Economic Security Planning
Economic Security Planning is a company based in Providence (United States) founded in 1973.. Economic Security Planning offers products and services including MaxiFi, Maximize My Social Security, and Expert Review. Economic Security Planning operates in a competitive market with competitors including Altruist, Nucleus Financial, CAIS, Fintso and GeoWealth, among others.
- Headquarter Providence, United States
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Sectors
Technology
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Phone
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Website
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- Legal Name Economic Security Planning, Inc.
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Annual Revenue
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Products & Services of Economic Security Planning
Economic Security Planning offers a comprehensive portfolio of products and services, including MaxiFi, Maximize My Social Security, and Expert Review. 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.
Calculates optimal spending and saving for retirement living standards.
Determines best strategies for maximizing lifetime benefits.
Reviews user inputs and provides suggestions for financial improvements.
Funding Insights of Economic Security 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 |
Investments & Acquisitions by Economic Security 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 - Economic Security Planning
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| 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 |
Economic Security Planning Comparisons
Competitors of Economic Security Planning
Economic Security 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 Altruist, Nucleus Financial, CAIS, Fintso and GeoWealth, 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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| domain | founded_year | HQ Location |
Portfolio management software for financial advisors
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| domain | founded_year | HQ Location |
Portfolio management solutions are offered to financial advisors.
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| domain | founded_year | HQ Location |
Financial planning and advisory solutions are offered to wealth managers.
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| domain | founded_year | HQ Location |
Digital wealth tools are provided to empower financial advisors.
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| domain | founded_year | HQ Location |
Integrated wealth management solutions are offered for advisors and institutions.
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| domain | founded_year | HQ Location |
Portfolio management software
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Economic Security Planning
When was Economic Security Planning founded?
Economic Security Planning was founded in 1973.
Where is Economic Security Planning located?
Economic Security Planning is headquartered in Providence, United States. It is registered at Providence, Rhode Island, United States.
What does Economic Security Planning do?
Economic Security Planning was founded in 1973 and is based in Providence, United States. Software solutions for financial and retirement planning are offered to financial planners. Operations focus on tools that support secure economic strategies. The company serves the financial services sector by providing specialized planning applications. Geographic emphasis remains on the U.S. market, with resources tailored for professional use in retirement advisory.
Who are the top competitors of Economic Security Planning?
Economic Security Planning's top competitors include Altruist, Nucleus Financial and QPLIX.
What products or services does Economic Security Planning offer?
Economic Security Planning offers MaxiFi, Maximize My Social Security, and Expert Review.