Alere Planning Revenue

Financial Services • Towson, Maryland, United States • 1-10 Employees

Alere Planning revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Key Contact at Alere Planning

Lisa Lau

Director of Operations and Marketing

Company overview

Headquarters	110 West Road, Suite 415, Towson, MD 21204, US
Phone number	+14102520088
Website	alereplanning.com
NAICS	52
SIC	628
Keywords	Investments, Tax Planning, Healthcare, Annuities, Retirement Planning, Life Insurance, Executive Benefits, Financial Planning, Cash Flow Planning, Life Transitions, 401K Plans
Founded	2017
Employees	1-10
Socials

Alere Planning Email Formats

Alere Planning uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@alereplanning.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@alereplanning.com	100%

About Alere Planning

Alere Planning’s mission is to bring thoughtful guidance to emotional and complex life transitions. Prospective clients are typically introduced when preparing for or experiencing: • Career transitions • Retirement • Family changes • Loss of a loved one • Wealth inheritance or transfer Alere Planning, an independent financial services firm, located in Towson, Maryland was founded on the idea of serving a select group of households and executives / business owners. We believe investing the proper time to actively listen and build a deep relationship is essential to designing and implementing a personalized financial roadmap. We continuously monitor progress and work side-by-side with clients to make ongoing course corrections to help them stay on track. Advisory services offered through Alere Planning LLC a Registered Investment Advisor.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Alere Planning has never raised funding before.

Alere Planning Tech Stack

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

Squarespace

CMS

Squarespace Commerce

Ecommerce

Microsoft 365

HSTS

Security

Frequently asked questions

Alere Planning is located in Towson, Maryland, US.

You can reach Alere Planning at +14102520088.

Alere Planning generates an estimated annual revenue of $427,775. This revenue figure reflects the company's market position and business performance in its industry.

Alere Planning has an estimated valuation of $1,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Alere Planning was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Alere Planning

Lisa Lau

Director of Operations and Marketing

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