MPPL

United States Founded: 2012 • Age: 14 yrs
Provides financial planning, investment management, and business solutions to clients worldwide.

About MPPL

MPPL is a company based in United States founded in 2012. It operates as a B2B, and B2C. MPPL offers products and services including Financial Planning, Investment Management, Business Solutions, Divorce Financial Planning, and Retirement Enhancer. MPPL operates in a competitive market with competitors including Fidelity Investments, Investec, HSBC, BNP Paribas and Nordea, among others.

  • Headquarter United States
  • Sectors
    Financial Services
    Business Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Financial Services → Capital Markets & Trading
Business Services → Financial, Accounting & Compliance Services
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
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Products & Services of MPPL

MPPL offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, Business Solutions, Divorce Financial Planning, and Retirement Enhancer. 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.

Primary

Guides clients on comprehensive financial strategies and goal setting.

Manages investments with tax-smart strategies for long-term growth.

Assists with cash flow optimization and succession planning.

Supports financial transitions during divorce proceedings.

Helps optimize savings and withdrawals for secure retirement.

People of MPPL
Headcount 10-50
Employee Profiles 4
Employee Profiles
People
Cory Wokasch
Financial Advisor
People
Scott Wallschlaeger
CEO
People
Kara Proctor
Vice President Of Financial Planning
People
Jeff Ottosen
President / Chief Operations Officer

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Funding Insights of MPPL

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 MPPL

Investments
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 - MPPL

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
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

Mppl Comparisons

Employees
+
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Competitors of MPPL

MPPL 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 Fidelity Investments, Investec, HSBC, BNP Paribas and Nordea, 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
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Universal banking and financial advisory services are provided globally.
domain founded_year HQ Location
Banking & financial service provider
domain founded_year HQ Location
Nordea is recognized as a leading Nordic universal bank.
domain founded_year HQ Location
Diversified insurance and asset management services are offered globally.
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.

Latest news on Mppl

Frequently Asked Questions about MPPL

When was MPPL founded?

MPPL was founded in 2012.

Where is MPPL located?

MPPL is headquartered in United States.

What does MPPL do?

MPPL Financial specializes in delivering unbiased financial advice and wealth management to individuals, families, and business owners. They offer services like investment management, retirement planning, and divorce financial support through a team of experts. Based in the US with offices in Wisconsin, Minnesota, and Illinois, they help clients build and preserve wealth while navigating complex decisions.

Who are the top competitors of MPPL?

MPPL's top competitors include Fidelity Investments, Investec and HSBC.

What products or services does MPPL offer?

MPPL offers Financial Planning, Investment Management, Business Solutions, Divorce Financial Planning, and Retirement Enhancer.

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