


CamaPlan
Financial Services • 122 East Butler Ave, Suite 100, United States • 21-50 Employees
Company overview
| Headquarters | 122 East Butler Ave, Suite 100, Ambler, PA 19002, US |
| Phone number | +18665594430 |
| Website | |
| NAICS | 52 |
| SIC | 673 |
| Keywords | Self-Directed Ira Administrator |
| Founded | 2003 |
| Employees | 21-50 |
| Socials |
Key Contacts at CamaPlan
Carl Fischer
Principal Owner/Certified Financial Services Professional
Dan Cory
Director Of Finance And Operations
CamaPlan Email Formats
CamaPlan uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@camaplan.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@camaplan.com | 75% |
{last name}{last name} | doedoe@camaplan.com | 16.7% |
{first name}{last name} | johndoe@camaplan.com | 8.3% |
About CamaPlan
CamaPlan was founded by veteran investors Carl Fischer and Maggie Polisano as a company run “for investors, by investors.” Since its inception, the name CamaPlan has come to be synonymous with expertise, flexibility, responsiveness, and diversity of investment choices in self-directed retirement accounts. CamaPlan first made its mark in its local market by providing superior client service and expert guidance to investors seeking the freedom and flexibility of a self-directed IRA, and it is now offering the same friendly, personalized service to investors across the country. As a third-party administrator, CamaPlan provides innovative investment opportunities for savvy investors seeking direct control and more choices in how they deploy their investment capital.
CamaPlan revenue & valuation
| Annual revenue | $2,418,813 |
| Revenue per employee | $101,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $7,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
CamaPlan has 8 employees across 4 departments.
Departments
Number of employees
Funding Data
CamaPlan has never raised funding before.
CamaPlan Tech Stack
Discover the technologies and tools that power CamaPlan's digital infrastructure, from frameworks to analytics platforms.
Programming languages
JavaScript libraries
Maps
JavaScript libraries
CDN
Marketing automation
Analytics
JavaScript libraries
Miscellaneous
Programming languages
Frequently asked questions
4.8
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