About Financial Plan Advisors
Financial Plan Advisors is a company. It operates as a B2C. Financial Plan Advisors offers products and services including Retirement Planning, Estate Planning, Investment Management, College Planning, and Income Generation. Financial Plan Advisors operates in a competitive market with competitors including MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Prudent, among others.
-
Sectors
Financial Services
-
Email
***********
-
Phone
*********
-
Website
*********
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Latest Funding Round
-
Investors
-
Employee Count
Employee Count
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 Financial Plan Advisors
Financial Plan Advisors offers a comprehensive portfolio of products and services, including Retirement Planning, Estate Planning, Investment Management, College Planning, and Income Generation. 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 in managing retirement income and investment strategies.
Organizes assets and provides for family after death.
Manages portfolios for growth and income generation.
Helps with education funding and loan options.
Focuses on creating steady income from investments.
Funding Insights of Financial Plan Advisors
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Financial Plan Advisors
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
Financial Statements - Financial Plan Advisors
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Financial Plan Advisors Comparisons
Competitors of Financial Plan Advisors
Financial Plan Advisors 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 Prudent, 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 |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Mutual life insurance company
|
|
| domain | founded_year | HQ Location |
Personal and business insurance products are provided nationwide.
|
|
| domain | founded_year | HQ Location |
Fractional home equity is sold online for interest-free loans.
|
|
| domain | founded_year | HQ Location |
Financial services are offered by Thrivent as a not-for-profit entity.
|
|
| domain | founded_year | HQ Location |
Provider of financial products and investment services
|
|
| domain | founded_year | HQ Location |
Synechron is recognized as a global technology and AI consulting firm.
|
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Frequently Asked Questions about Financial Plan Advisors
What does Financial Plan Advisors do?
Financial Plan Advisors is an independent firm specializing in financial planning and investment management, serving clients in Ohio areas like Centerville, Springboro, Lebanon, Cincinnati, and Dayton. It provides services such as retirement planning, estate planning, income generation, and Social Security advice through certified professionals. The firm focuses on personalized, fee-only fiduciary approaches to help clients achieve financial goals, including IRA management and college funding strategies.
Who are the top competitors of Financial Plan Advisors?
Financial Plan Advisors's top competitors include MassMutual, Point Digital Finance and Prudent.
What products or services does Financial Plan Advisors offer?
Financial Plan Advisors offers Retirement Planning, Estate Planning, Investment Management, College Planning, and Income Generation.