About Plante Moran
Plante Moran is a company based in Boulder (United States) founded in 1924 was acquired by CAPTRUST Financial Advisors in September 2020. The company has 66 employees as of April 06, 2024. Plante Moran has completed 2 acquisitions, including Planning Perspectives and Tonneson. Plante Moran operates in a competitive market with competitors including Fidelity Investments, Investec, Principal, Morgan Stanley and Guggenheim Partners, among others.
- Headquarter Boulder, United States
- Employees 66 as on 06 Apr, 2024
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Sectors
Financial Services
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Phone
Locked
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Website
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Social
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- Legal Name Plante Moran India Private Limited
- Date of Incorporation 16 Dec, 2010
- Jurisdiction Mumbai, Maharashtra, India
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Annual Revenue
$1.85 M (USD)72.67as on Mar 31, 2023
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Net Profit
$196.12 K (USD)74.21as on Mar 31, 2023
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EBITDA
$396.34 K (USD)82.92as on Mar 31, 2023
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Latest Funding Round
Not available
- Investors
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Employee Count
66
as on Apr 06, 2024
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Investments & Acquisitions
Planning Perspectives
& 1 more
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Acquired by
CAPTRUST Financial Advisors
(Sep 11, 2020)
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People of Plante Moran
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Funding Insights of Plante Moran
Detailed funding history for Plante Moran
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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 |
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Financial advisory services are provided by CAPTRUST to various clients.
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Investor details 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.
Investment portfolio details for Plante Moran
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Diversified operations are conducted across multiple industries by the conglomerate.
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Tonneson company is linked to tonneson.com domain.
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Complete acquisition details for Plante Moran
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Financial Statements - Plante Moran
Detailed financials for Plante Moran
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Plante Moran Comparisons
Peer comparison for Plante Moran
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Competitors of Plante Moran
Plante Moran 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, Principal, Morgan Stanley and Guggenheim Partners, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Global banking, investment, and wealth management services are offered worldwide.
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Retirement, investment, and insurance products and services are provided.
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Wealth management, investment advisory, and financial services are provided.
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Asset management and investment advisory services are provided to clients.
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Northwestern Mutual is engaged in financial planning and insurance services.
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Detailed competitors of Plante Moran
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Latest news on 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.
As of Apr 06, 2024, the latest employee count at Plante Moran is 66.
Annual revenue of Plante Moran is $1.85M as on Mar 31, 2023.
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, Investec and S&P Global.
Plante Moran has made 2 acquisitions, including Planning Perspectives, and Tonneson.
Plante Moran has 1 investor. Key investors include CAPTRUST.