AdvisorPlanner Revenue

Financial Services • St Petersburg, Florida, United States • 1-10 Employees

AdvisorPlanner revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at AdvisorPlanner

John Donovan

CEO - "Chief Everything Officer" & Managing Member

Company overview

Headquarters	AdvisorPlanner LLC, 5321 1st Avenue S, St Petersburg, FL 33707, US
Websites	advisorplanner.com surfciti.com
NAICS	52
SIC	722
Founded	2016
Employees	1-10

About AdvisorPlanner

John Donovan has 30 years industry experience in new business development (7 years) for two major independent BD and RIA custodian platforms; as a Financial Advisor (15 years) and industry recruiter(8 years). His experience includes NYSE, banks, independent BDs and registered investment advisor firms. #RIA #BD #Series24 #Series7 #CFP #financialadvisor #registeredinvestmentadviser #independent #consultant #assetcustodian #wealthmanagement

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

AdvisorPlanner has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

AdvisorPlanner has never raised funding before.

AdvisorPlanner Tech Stack

Discover the technologies and tools that power AdvisorPlanner's digital infrastructure, from frameworks to analytics platforms.

Nginx

Reverse proxies

OpenResty

Web servers

Frequently asked questions

AdvisorPlanner is located in St Petersburg, Florida, US.

AdvisorPlanner generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

AdvisorPlanner has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

AdvisorPlanner was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.

AdvisorPlanner has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at AdvisorPlanner

John Donovan

CEO - "Chief Everything Officer" & Managing Member

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