Sensible Money

Scottsdale, United States Founded: 2011 • Age: 15 yrs
Provides retirement financial planning and investment services through consultations and tools.

About Sensible Money

Sensible Money is a Financial Services company based in Scottsdale (United States) founded in 2011. It provides retirement financial planning and investment services through consultations and tools. It operates on a B2C model. Sensible Money offers products and services including Financial Planning Juicing and Investment Management Juicing PLUS. Its focus areas include FinTech, Investment Tech, Financial Planning and Retirement Advisory. Its legal entity is Sensible Money, LLC. Its competitors include MassMutual, American Family Insurance and Point Digital Finance; 1 of its 3 listed competitors has raised funding.

Company details

Sensible Money specializes in helping clients navigate retirement by integrating personal values with financial assets. They use a process called Juicing, involving strategy meetings, proprietary modeling tools, and follow-up actions. Based in Scottsdale, AZ, they serve individuals with investable assets, offering comprehensive planning and management. Services include tracking financial aspects and coordinating with professionals like CPAs.

  • Headquarters Scottsdale, United States
  • Sectors
    Financial Services
  • Phone
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  • Website sensiblemoney.com
  • Social X Facebook YouTube
  • Legal Name Sensible Money, Llc

Products & Services of Sensible Money

Sensible Money offers a comprehensive portfolio of products and services, including Financial Planning Juicing and Investment Management Juicing PLUS.

Financial Planning Juicing
Financial Planning

Process for personalized retirement plans incorporating values and assets.

Investment Management Juicing PLUS
Investment Management

All-inclusive service for tracking and managing financial life post-planning.

Apps and channels of Sensible Money

its YouTube channel Sensible Money, LLC has 6.32K subscribers and 30 videos.

Sensible Money, LLC
YouTube 6.32K subscribers 30 videos Howto & Style
Open channel

Videos from Sensible Money

The most watched videos on Sensible Money's YouTube channel, Sensible Money, LLC (6.32K subscribers). Click a video to play it here.

The 5 Keys to Retirement Success 2024
8.3K views
How to Plan for Taxes in Retirement 2024
6.9K views
How to Complete SSA 44 to Appeal IRMAA
6.8K views
How to Make a Retirement Income Plan 2024
5.4K views

More on Sensible Money, LLC.

Competitors of Sensible Money

Sensible Money has 3 listed competitors in our database, 1 of them funded. They include MassMutual, American Family Insurance and Point Digital Finance.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
massmutual.com1851Springfield, United States10,466
Mutual life insurance company
amfam.com1927Madison, United States13,713
Personal and business insurance products are provided nationwide.
point.com2015Palo Alto, United States$245.65M144
Fractional home equity is sold online for interest-free loans.
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Detailed competitors of Sensible Money

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Web traffic of Sensible Money

The website of Sensible Money (sensiblemoney.com) receives about 8.8K visits a month.

  • Monthly visits
    8.8K

    ▲ 42.9% vs previous month

Similar websites

Websites whose visitors overlap most with Sensible Money. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
farther.com
100%
73.9K#508,417View details

Top companies in Investment Banks

3 companies that operate in the same segment as Sensible Money (Investment Banks) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Investment banking services are delivered across multiple financial sectors.
1869New York, New York, United StatesUSD 126.21 B46,500
Comprehensive financial services are provided to corporations and individuals.
1799New York, New York, United StatesUSD 42.22 M
Wealth management, investment advisory, and financial services are provided.
1935New York, New York, United StatesUSD 119.72 B80,000
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Related news about Sensible Money

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Complete news archive for Sensible Money

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Frequently Asked Questions about Sensible Money

Sensible Money was founded in 2011.

Sensible Money is headquartered in Scottsdale, United States. It is registered at Scottsdale, Arizona, United States.

Sensible Money specializes in helping clients navigate retirement by integrating personal values with financial assets. They use a process called Juicing, involving strategy meetings, proprietary modeling tools, and follow-up actions. Based in Scottsdale, AZ, they serve individuals with investable assets, offering comprehensive planning and management. Services include tracking financial aspects and coordinating with professionals like CPAs.

Sensible Money's top competitors include MassMutual, Point Digital Finance and American Family Insurance.

Sensible Money offers Financial Planning Juicing and Investment Management Juicing PLUS.

Sensible Money operates through Sensible Money, Llc.

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