About Planning Capital
Planning Capital is a Financial Services company based in Paoli (United States) founded in 2001, and was acquired by Waverly Advisors in December 2024. Provider of financial planning and wealth management services. Planning Capital offers products and services including Private Client Services, Family Office Services, Institutional Consulting, and Corporate Retirement Plans. Its focus areas include Asset Management and Diversified. Its legal entity is Waverly Advisors, LLC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Planning Capital is a financial planning firm that offers personalized financial planning, investment management, and retirement planning services. With a team of experienced financial planners, they aim to create lasting relationships with clients to provide meaningful financial guidance. Their mission is to blend the quantitative world of finance with the qualitative reality of life to modernize and humanize the financial planning sector.
- Headquarters Paoli, United States
- Stage Acquired
- SectorsFinancial Services
- Website planningcapital.com
- Social X Facebook
- Acquired by Waverly Advisors (Dec 2024)
- Legal Name Waverly Advisors, Llc
- Investors
- Acquired byWaverly Advisors
(Dec 2024)
Products & Services of Planning Capital
Planning Capital offers a comprehensive portfolio of products and services, including Private Client Services, Family Office Services, Institutional Consulting, and Corporate Retirement Plans.
Offers personalized financial guidance for individual clients.
Provides comprehensive planning for high-net-worth families.
Delivers investment advice to institutions and businesses.
Manages retirement planning for corporate employees.
Investors in Planning Capital
Planning Capital has secured backing from 1 investor. Prominent investors backing the company include Waverly Advisors.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Asset and wealth management services are provided with retirement planning. | 1999 | waverly-advisors.com | Birmingham, United States |
Investor details for Planning Capital
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Timeline of Planning Capital
2 dated milestones of Planning Capital across 23 years, from founding to its latest funding, stage changes and deals.
- Founded Planning Capital is founded.
- Exit Acquired by Waverly Advisors.
Competitors of Planning Capital
Planning Capital has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Planning Capital
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.
Top companies in Asset Management
3 companies that operate in the same segment as Planning Capital (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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
Related news about Planning Capital
Complete news archive for Planning Capital
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Planning Capital
Planning Capital was founded in 2001.
Planning Capital is headquartered in Paoli, United States. It is registered at Paoli, Pennsylvania, United States.
Planning Capital is a financial planning firm that offers personalized financial planning, investment management, and retirement planning services. With a team of experienced financial planners, they aim to create lasting relationships with clients to provide meaningful financial guidance. Their mission is to blend the quantitative world of finance with the qualitative reality of life to modernize and humanize the financial planning sector.
Planning Capital's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Planning Capital offers Private Client Services, Family Office Services, Institutional Consulting, and Corporate Retirement Plans.
Planning Capital has 1 investor. Key investors include Waverly Advisors.
Planning Capital operates through Waverly Advisors, Llc.
Yes. Planning Capital was acquired by Waverly Advisors in December 2024.