About Outsourced Planning
Outsourced Planning is a company. It operates as a B2B. Outsourced Planning offers products and services including Introductory Call and Hiring Guide. Outsourced Planning operates in a competitive market with competitors including MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Prudent, among others.
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Sectors
Technology
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Phone
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Website
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- Legal Name Outsourced Planning, Llc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
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Products & Services of Outsourced Planning
Outsourced Planning offers a comprehensive portfolio of products and services, including Introductory Call and Hiring Guide. 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.
Provides initial 20-minute discussion for outsourced planning needs
Free guide with questions for hiring outsourced financial planners
Funding Insights of Outsourced 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 |
Investments & Acquisitions by Outsourced 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 - Outsourced 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 |
Outsourced Planning Comparisons
Competitors of Outsourced Planning
Outsourced 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 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 |
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| domain | founded_year | HQ Location |
Mutual life insurance company
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| domain | founded_year | HQ Location |
Personal and business insurance products are provided nationwide.
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| domain | founded_year | HQ Location |
Fractional home equity is sold online for interest-free loans.
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Financial services are offered by Thrivent as a not-for-profit entity.
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Provider of financial products and investment services
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| domain | founded_year | HQ Location |
Synechron is recognized as a global technology and AI consulting firm.
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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 Outsourced Planning
What does Outsourced Planning do?
Outsourced Planning delivers on-demand support from certified financial planners to help professionals manage tasks efficiently. It operates through an online platform for scheduling calls and accessing resources like hiring guides, focusing on freeing up time for core activities. Services include one-on-one assistance and productivity tools, targeting financial advisors as clients. No specific location is mentioned in the text.
Who are the top competitors of Outsourced Planning?
Outsourced Planning's top competitors include MassMutual, Point Digital Finance and Prudent.
What products or services does Outsourced Planning offer?
Outsourced Planning offers Introductory Call and Hiring Guide.