Elevate Planning Revenue

Financial Services • Austin, Texas, United States • 1-10 Employees

Elevate Planning 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 Elevate Planning

Leesa Lee

President

Company overview

Headquarters	Austin, Texas, United States
Website	elevate-planning.com
NAICS	52
Founded	2018
Employees	1-10

Elevate Planning Email Formats

Elevate Planning uses 1 email format. The most common is {first initial} (e.g., j@elevate-planning.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@elevate-planning.com	100%

About Elevate Planning

Financial planning is a lifetime process, not a one-time event. Your plan needs to adjust to changes in your life, your goals, and economic factors. Elevate is a team of wealth management professionals that help our clients create a financial symphony by establishing an integrated financial plan that addresses all areas of personal finance—cash-flow management, establishing spending plans, providing investment guidance, and creating a future plan. We prevent the expansion of inefficient products and strategies that have damaged the financial security of the American public. Our specialization is securing our client’s future within planning, investments, and insurance. We help our clients avoid financial gaps by addressing the full spectrum of their financial past, present, and future.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Elevate Planning has never raised funding before.

Elevate Planning Tech Stack

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

Modernizr

JavaScript libraries

reCAPTCHA

Security

HubSpot Analytics

Analytics

Stimulus

JavaScript frameworks

HSTS

Security

Calendly

Appointment scheduling

Google Analytics

Analytics

Google Workspace

Adobe Fonts

Font scripts

Squarespace Commerce

Ecommerce

Google Tag Manager

Tag managers

HubSpot

Marketing automation

Frequently asked questions

Elevate Planning is located in Austin, Texas, US.

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

Elevate Planning 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.

Elevate Planning was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Elevate Planning

Leesa Lee

President

4.8

40,000 users