About eFinPLAN
eFinPLAN is a company based in Columbus (United States) founded in 2007 by Kent E Irwin. eFinPLAN offers products and services including eFinPLAN Software, Tax Calculator, and Educational Classes. eFinPLAN operates in a competitive market with competitors including The Tifin Group, Ascensus, Farther, Earned Wealth and Learnvest, among others.
- Headquarter Columbus, United States
- Founders Kent E Irwin
- SectorsTechnology
- Website efinplan.com
- Social LinkedIn X Facebook YouTube
- Legal Name Efinplan, Llc
Products & Services of eFinPLAN
eFinPLAN offers a comprehensive portfolio of products and services, including eFinPLAN Software, Tax Calculator, and Educational Classes.
Platform for creating and updating custom financial plans
Tool for calculating taxes based on user financial data
Resources for interactive financial education and advice
Apps and channels of eFinPLAN
its YouTube channel eFinPLAN has 1 subscribers.
People of eFinPLAN
1 people are tracked at eFinPLAN (1 in leadership).
| Name | Role | Group |
|---|---|---|
Kent E Irwin | Founder | Leadership |
Complete people profiles for eFinPLAN
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
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Verified entity values are shown only after access is granted.
Competitors of eFinPLAN
eFinPLAN 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 The Tifin Group, Ascensus, Farther, Earned Wealth and Learnvest, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| tifin.com | 2018 | New York, United States | $219.01M | – | AI-enabled financial planning and advisory solutions are provided for individuals. | |
| ascensus.com | 1980 | Dresher, United States | – | 5,112 | Retirement, health, and college savings services are administered nationwide. | |
| farther.com | 2019 | New York, United States | $118M | – | App-based financial planning and management platform for individuals | |
| earnedwealth.com | 2021 | New York, United States | $224M | – | Financial advisory and wealth management are provided to healthcare professionals. | |
| learnvest.com | 2009 | New York, United States | $85.75M | 148 | Personal finance management and investment advise | |
| pocketnest.com | 2017 | Michigan, United States | $9M | – | An app-based platform is provided for individual wealth management. | |
| harnesswealth.com | 2018 | New York, United States | $35.95M | – | Data-driven wealth management platform | |
| newretirement.com | 2005 | San Francisco, United States | $20M | 16 | Operates a digital hub for comprehensive retirement planning services. | |
| pontera.com | 2012 | New York, United States | $114.5M | – | Tax management solutions for businesses |
Detailed competitors of eFinPLAN
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of eFinPLAN
Websites that share an audience with eFinPLAN (efinplan.com).
Websites whose visitors overlap most with eFinPLAN. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| irs.gov | 100% | – | #693 | View details | |
| esplanner.com | 95% | – | – | View details |
Similar companies to eFinPLAN
10 companies that operate in the same segment as eFinPLAN (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
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Frequently Asked Questions about eFinPLAN
eFinPLAN was founded in 2007.
eFinPLAN is headquartered in Columbus, United States. It is registered at Columbus, Ohio, United States.
eFinPLAN was established in 2007 by founder Kent E. Irwin in Columbus, United States. Operations are centered on the financial services sector, where comprehensive planning and advisory support are offered to individuals and businesses. Services encompass wealth management strategies, retirement planning, and investment guidance, with a focus on personalized solutions. The firm maintains its headquarters in Columbus, serving clients primarily within the United States.
eFinPLAN's top competitors include The Tifin Group, Ascensus and Farther.
eFinPLAN offers eFinPLAN Software, Tax Calculator, and Educational Classes.
eFinPLAN operates through Efinplan, Llc.