About Plan Partners
Plan Partners is a company based in Richmond (Australia) founded in 2016. It operates as a B2B. Plan Partners operates in a competitive market with competitors including Investec, FNZ, S&P Global, Bank of America and FIS, among others.
- Headquarter Richmond, Australia
- SectorsFinancial Services
- Website planpartners.com.au
- Social Facebook
People of Plan Partners
5 people are tracked at Plan Partners (1 in leadership, 4 in team).
| Name | Role | Group |
|---|---|---|
James Hao | Head Of IT | Leadership |
Cheryl Charilaou-Ung | National Marketing Manager | Team |
Rebecca McLoughlin | Business Relationship Manager | Team |
Jamie Banks | Business Relationship Manager | Team |
Stephen Wise | Business Relationship Manager | Team |
Complete people profiles for Plan Partners
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Competitors of Plan Partners
Plan Partners 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 Investec, FNZ, S&P Global, Bank of America and FIS, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| fnz.com | 2003 | London, United Kingdom | $1.9B | 954 | Wealth management solutions are delivered for asset managers. | |
| spglobal.com | 1917 | New York, United States | $8M | 5,000 | Platform offering business intelligence solutions that combine data and actionable analytics for clients | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. | |
| fisglobal.com | 1968 | Jacksonville, United States | – | 22,604 | Software suites for banks and financial institutions are provided. | |
| statestreet.com | 1792 | Boston, United States | – | 46,000 | Financial services are provided to asset managers worldwide. | |
| goldmansachs.com | 1869 | New York, United States | – | 333 | Investment banking services are delivered across multiple financial sectors. | |
| eatonvance.com | 1924 | Boston, United States | – | – | Platform offering mutual funds and investment management solutions | |
| simcorp.com | 1971 | Copenhagen, Denmark | – | 1,906 | Front and back-office solutions are delivered for investment managers. | |
| aware.com.au | 1992 | Sydney, Australia | – | – | Offers comprehensive retirement planning, financial advisory, and investment management services. |
Detailed competitors of Plan Partners
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 Plan Partners
Websites that share an audience with Plan Partners (planpartners.com.au).
Websites whose visitors overlap most with Plan Partners. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| kynd.com.au | 95% | 6.6K | #2,975,463 | View details | |
| myplanmanager.com.au | 89% | 33.4K | #782,780 | View details | |
| mycarespace.com.au | 89% | 38.9K | #737,591 | View details | |
| karista.com.au | 87% | 5.4K | #3,472,459 | View details | |
| mable.com.au | 84% | 785.7K | #68,586 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 6 similar websites and full traffic analytics for Plan Partners
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 Plan Partners
10 companies that operate in the same segment as Plan Partners (Investment Banks), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Asset management, investment banking, and wealth management services are provided. | 1983 | Sao Paulo, Brazil | – | USD 20.91 B | 8,189 | |
Financial services are provided globally by UBS for wealth management. | 1862 | Zurich, Switzerland | – | USD 82.71 B | 108,650 | |
Banking & financial service provider | 1848 | Paris, France | – | USD 172.06 B | 197,580 | |
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | – | USD 42.22 M | – | |
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | – | USD 119.72 B | 80,000 | |
Ambit is recognized as a leading provider of financial advice and capital in India. | 1997 | Mumbai, Maharashtra, India | USD 100.43 M | USD 116.66 M | 104 | |
M&A advisory, capital markets, and wealth management services are offered. | 1962 | St. Petersburg, Florida, United States | – | USD 15.9 B | 23,960 | |
Investment banking operations are conducted across multiple sectors. | 1996 | Vienna, Austria | – | – | 49,700 | |
Financial advisory and investment banking services are provided to institutions. | 1994 | Chicago, Illinois, United States | USD 44.52 M | – | 350 |
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Frequently Asked Questions about Plan Partners
Plan Partners was founded in 2016.
Plan Partners is headquartered in Richmond, Australia. It is registered at Richmond, Victoria, Australia.
Plan Partners, founded in 2016 in Richmond, Australia, focuses on offering financial products and advice, managing wealth portfolios, providing financial planning, and offering investment advisory. Provides comprehensive financial planning and management services. The company is dedicated to excellence, innovation, and customer satisfaction, ensuring sustainable practices and long-term success in its sectors.
Plan Partners's top competitors include Investec, Goldman Sachs and S&P Global.