About Plante Moran
Plante Moran is a Financial Services company based in Boulder (United States) founded in 1924, and was acquired by CAPTRUST Financial Advisors in September 2020. Accounting, tax, consulting, and wealth management services are provided. The company has 66 employees. Plante Moran has completed 2 acquisitions, including Planning Perspectives and Tonneson. Its website plantemoran.com draws about 120 thousand monthly visits. Its Indian entity Plante Moran India Private Limited reported revenue of ₹21.52 Cr. Its focus areas include Asset Management and Diversified. Its competitors include Fidelity Investments, Principal and Morgan Stanley; 1 of its 3 listed competitors has raised funding.
Company details
Provider of accounting, tax, consulting, and wealth management services. These services encompass audit (including financial statement, employee benefit plan, international, and SEC audits), tax services (international, mergers acquisitions, personal, state local, controversy, credits and deductions, and transfer pricing), and consulting (commercial real estate advisory, cost margin intelligence, cybersecurity, data analytics, employee benefits, ERP, finance accounting advisory, forensic accounting, group benefits and brokerage, international services, investment banking, outsourced finance and accounting, real estate investment advisory, restructuring transformation, risk management, senior living development consulting, strategy, supply chain operations, talent, technology consulting, transaction advisory, and valuation services). Wealth management services include business transition services, estate planning, family legacy and office services, financial planning, insurance, investment advisory, personal tax planning, and trust services.
- Headquarters Boulder, United States
- Employees 66
- Stage Acquired
- SectorsFinancial Services
- Website category Finance · Accounting and Auditing
- Phone•••• ••••
- Website plantemoran.com
- Social LinkedIn X Facebook Instagram
- Acquired by CAPTRUST Financial Advisors (Sep 2020)
- Legal Name Plante Moran India Private Limited
- Date of Incorporation 16 Dec, 2010
- Jurisdiction Mumbai, Maharashtra, India
- Indian entity revenue₹21.52 Cr
FY 2024 · +40% YoY
- Indian entity net profit₹2.23 Cr
FY 2024 · 10% margin
- Indian entity EBITDA₹4.09 Cr
FY 2024 · 19% margin
- Investors
- Employee Count66
- Investments & AcquisitionsPlanning Perspectives
& 1 more
- Acquired byCAPTRUST Financial Advisors
(Sep 2020)
Associated legal entities of Plante Moran
Plante Moran operates through Plante Moran India Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2024) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Plante Moran India Private Limited CIN U74210MH2010PTC211044 | Active | 16 Dec 2010 | Mumbai, Maharashtra | ₹21.5 Cr | 66 | 4 | View details |
Investors in Plante Moran
Plante Moran has secured backing from 1 investor. Prominent investors backing the company include CAPTRUST.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Financial advisory services are provided by CAPTRUST to various clients. | captrustadvisors.com | United States |
Investor details for Plante Moran
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Board of directors of Plante Moran India Private Limited (Plante Moran)
Plante Moran India Private Limited is the primary company behind Plante Moran. The board of Plante Moran India Private Limited currently have 4 directors; the longest-serving is Louis John Longo Ii, appointed in 2011. 7 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Louis John Longo Ii DIN 03270877 | Director | 23 Mar 2011 | 15 yrs 7 mo | Plante Moran India Private Limited |
| Jason Alexander Drake DIN 06732792 | Director | 10 Dec 2013 | 12 yrs 10 mo | Plante Moran India Private Limited |
| Xerxes Vispi Dastur DIN 07130999 | Director | 23 Mar 2015 | 11 yrs 7 mo | Plante Moran India Private Limited |
| Keith Anthony Piwko DIN 09782226 | Additional Director | 12 Nov 2024 | 1 yr 11 mo | Plante Moran India Private Limited |
People of Plante Moran
107 people are tracked at Plante Moran (40 in leadership, 67 in team); the tracked headcount is 66.
| Name | Role | Group |
|---|---|---|
Dan Gerwe | Tax Partner | Leadership |
Matthew Denman | Tax Partner | Leadership |
Justin Dodge | Tax Partner | Leadership |
Justin Switzer | Tax Partner | Leadership |
Christopher Goodwin | Partner - Tax | Leadership |
Jodi Grant | Tax Partner | Leadership |
Curtis Ruppal | Group Managing Partner, Tax Services | Leadership |
Dennis Graham | Group Managing Partner | Leadership |
John Lesser | Group Managing Partner | Leadership |
Chris McCoy | Group Managing Partner | Leadership |
Jim Proppe | Partner | Leadership |
| Group Managing Partner | Leadership | |
Brad Virkus | Group Managing Partner | Leadership |
Laura Claeys | Group Managing Partner | Leadership |
Bryan Welsh | Group Managing Partner | Leadership |
Hiro Kishinaka | Tax Partner | Leadership |
Jason Parish | Tax Partner - State And Local Tax | Leadership |
Phil Flowers | Tax Partner | Leadership |
Megan Malone | Tax Partner | Leadership |
Bob Hull | Tax Partner | Leadership |
87 more people are available in the full profile.
Complete people profiles for Plante Moran
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Financials of Plante Moran
Figures of Plante Moran India Private Limited, the primary company behind Plante Moran, for FY 2024. Revenue was ₹21.52 Cr (+40% year on year). Net profit was ₹2.23 Cr (10% margin). EBITDA was ₹4.09 Cr (19% margin). Revenue has grown at a compounded annual rate of +41% over three years and +28% over five years.
- ₹21.52 CrRevenue · FY 2024 · +40% YoY
- ₹2.23 CrNet profit · 10% margin
- ₹4.09 CrEBITDA · 19% margin
- ₹1.01 CrPaid-up capital
- 66Employees (provident fund records)
- +41%Revenue CAGR, 3 years
- +28%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Plante Moran India Private Limited are on its company page.
Detailed financial statements for Plante Moran
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Investments & Acquisitions by Plante Moran
Plante Moran has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Planning Perspectives and Tonneson.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Tonneson company is linked to tonneson.com domain. | tonneson.com | 0 | Jun 2025 | •••• | ||
Diversified operations are conducted across multiple industries by the conglomerate. | ppi1.com | Birmingham, United States | 1976 | Jan 2019 | •••• |
Complete acquisition details for Plante Moran
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Timeline of Plante Moran
4 dated milestones of Plante Moran across 101 years, from founding to its latest funding, stage changes and deals.
- Founded Plante Moran is founded.
- Acquisition Acquires Planning Perspectives.
- Exit Acquired by CAPTRUST Financial Advisors.
- Acquisition Acquires Tonneson.
Competitors of Plante Moran
Plante Moran has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Principal and Morgan Stanley.
| 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 | |
| principal.com | 1879 | Des Moines, United States | 19,800 | Retirement, investment, and insurance products and services are provided. | ||
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. |
Detailed competitors of Plante Moran
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Web traffic of Plante Moran
The website of Plante Moran (plantemoran.com) receives about 120.3K visits a month and ranks #328,104 among all websites worldwide, #827 in Accounting and Auditing.
- Monthly visits120.3K
▲ 18.4% vs previous month
- Unique visitors52.4K
per month
- Global rank#328,104
among all websites
- Category rank#827
Finance · Accounting and Auditing
- Bounce rate47%
- Pages per visit3.1
- Average visit1 min 52 sec
- DevicesDesktop 43% · Mobile 57%
Websites whose visitors overlap most with Plante Moran. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| bkd.com | 100% | 680.7K | View details | ||
| mossadams.com | 99% | #303,088 | View details | ||
| rehmann.com | 91% | #1,252,851 | View details | ||
beenegarter.com | beenegarter.com | 84% | – | ||
easchensky.com | easchensky.com | 83% | – | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Plante Moran
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Top companies in Asset Management
3 companies that operate in the same segment as Plante Moran (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 |
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Related news about Plante Moran
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Frequently Asked Questions about Plante Moran
Plante Moran was founded in 1924.
Plante Moran is headquartered in Boulder, United States. It is registered at Boulder, Colorado, United States.
Plante Moran has 66 employees.
The primary company behind Plante Moran, Plante Moran India Private Limited, reported revenue of ₹21.52 Cr for FY 2024, up 40% year on year.
Provider of accounting, tax, consulting, and wealth management services. These services encompass audit (including financial statement, employee benefit plan, international, and SEC audits), tax services (international, mergers acquisitions, personal, state local, controversy, credits and deductions, and transfer pricing), and consulting (commercial real estate advisory, cost margin intelligence, cybersecurity, data analytics, employee benefits, ERP, finance accounting advisory, forensic accounting, group benefits and brokerage, international services, investment banking, outsourced finance and accounting, real estate investment advisory, restructuring transformation, risk management, senior living development consulting, strategy, supply chain operations, talent, technology consulting, transaction advisory, and valuation services). Wealth management services include business transition services, estate planning, family legacy and office services, financial planning, insurance, investment advisory, personal tax planning, and trust services.
Plante Moran's top competitors include Fidelity Investments, Principal and Morgan Stanley.
Plante Moran has made 2 acquisitions, including Planning Perspectives, and Tonneson.
Plante Moran has 1 investor. Key investors include CAPTRUST.
Plante Moran operates through Plante Moran India Private Limited.
Yes. Plante Moran was acquired by CAPTRUST Financial Advisors in September 2020.
The legal entities of Plante Moran currently have 4 directors, including Jason Alexander Drake, Xerxes Vispi Dastur, Louis John Longo Ii and others.
The website of Plante Moran receives about 120 thousand visits a month and ranks #328,104 among all websites worldwide.