About ES Planner
ES Planner is a company based in Boston (United States) founded in 1998. It operates as a SaaS, B2B, and B2C. ES Planner offers products and services including MaxiFi Software, Roth Conversion Optimizer, and Living Standard Monte Carlo. ES Planner operates in a competitive market with competitors including The Tifin Group, Ascensus, Learnvest, Farther and Capitalize, among others.
- Headquarter Boston, United States
- SectorsTechnologyFinancial Services
- Website esplanner.com
- Legal Name Economic Security Planning, Inc.
Products & Services of ES Planner
ES Planner offers a comprehensive portfolio of products and services, including MaxiFi Software, Roth Conversion Optimizer, and Living Standard Monte Carlo.
Software for optimizing financial decisions and retirement planning.
Tool for calculating efficient Roth conversions without guesswork.
Simulates investment scenarios to maintain stable living standards.
Competitors of ES Planner
ES Planner 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, Learnvest, Farther and Capitalize, 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. | |
| learnvest.com | 2009 | New York, United States | $85.75M | 148 | Personal finance management and investment advise | |
| farther.com | 2019 | New York, United States | $118M | – | App-based financial planning and management platform for individuals | |
| hicapitalize.com | 2019 | New York, United States | $33.5M | – | Financial planning and advisory platform | |
| 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 | |
| earnedwealth.com | 2021 | New York, United States | $224M | – | Financial advisory and wealth management are provided to healthcare professionals. | |
| newretirement.com | 2005 | San Francisco, United States | $20M | 16 | Operates a digital hub for comprehensive retirement planning services. | |
| finlocker.com | 2015 | St. Louis, United States | $43.48M | 23 | Online financial management platform for individuals and businesses |
Detailed competitors of ES Planner
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 ES Planner
Websites that share an audience with ES Planner (esplanner.com).
Websites whose visitors overlap most with ES Planner. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| wesabe.com | 100% | – | – | View details | |
| efinplan.com | 95% | – | – | View details | |
| emoneyadvisor.com | 50% | 177.6K | #236,175 | View details | |
| moneyguidepro.com | 47% | 173.3K | #127,275 | View details | |
| financelogix.com | 46% | – | – | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 6 similar websites and full traffic analytics for ES Planner
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 6 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Similar companies to ES Planner
10 companies that operate in the same segment as ES Planner (Finance & Accounting Applications), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based accounts payable and receivable software for businesses | 2006 | Palo Alto, California, United States | USD 325.6 M | USD 1.65 B | 2,360 | |
Corporate travel and expense management are facilitated through SaaS platform. | 2015 | Palo Alto, California, United States | USD 1.58 B | USD 3.52 M | 847 | |
Financial and accounting software is developed for businesses and individuals. | 1983 | Mountain View, California, United States | USD 49.62 M | USD 21.45 B | 18,200 | |
Spend management and accounts payable solutions are delivered to businesses. | 2019 | New York, New York, United States | USD 3.21 B | – | – | |
Business spends, payments, and rewards are streamlined by automated workflows. | 2011 | Hyderabad, Telangana, India | USD 13.75 M | USD 149.43 M | 431 | |
SaaS-driven credit card and spend management solutions platform for businesses | 2017 | Draper, Utah, United States | USD 1.16 B | – | 1 | |
Subscription-based online banking is offered to SMEs and freelancers. | 2017 | Paris, France | USD 717.15 M | – | – | |
Cloud-based ERP software is provided for business management across segments. | 1996 | Oslo, Oslo, Norway | USD 198.09 M | – | – | |
Payflow is recognized as a financial wellness application for employees. | 2020 | Alcobendas, Comunidad De Madrid, Spain | USD 58.23 M | – | – | |
Cloud-based HR and payroll solutions are offered for small businesses. | 2012 | San Francisco, California, United States | USD 718.35 M | – | – |
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Frequently Asked Questions about ES Planner
ES Planner was founded in 1998.
ES Planner is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
MaxiFi is a software platform that analyzes users finances, optimizes Social Security benefits, taxes, and retirement withdrawals using advanced algorithms developed by economist Laurence Kotlikoff. It helps households and advisors create sustainable spending plans, run what-if scenarios, and track budgets securely. The tool focuses on improving lifetime spending without selling financial products, emphasizing data security and ease of use.
ES Planner's top competitors include The Tifin Group, Ascensus and Farther.
ES Planner offers MaxiFi Software, Roth Conversion Optimizer, and Living Standard Monte Carlo.
ES Planner operates through Economic Security Planning, Inc..