Essential Planning Revenue

Financial Services • Portsmouth, New Hampshire, United States • 11-20 Employees

Essential Planning revenue & valuation

Annual revenue	$19,600,000
Revenue per employee	$1,774,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$62,500,000
Total funding	No funding

Key Contact at Essential Planning

Lauren Macmaster

Director Of Operations

Company overview

Headquarters	500 Market St, Unit 1D, Portsmouth, New Hampshire 03801, US
Phone number	+16034275164
Website	essential-planning.com
NAICS	52
SIC	628
Employees	11-20
Socials

Essential Planning Email Formats

Essential Planning uses 2 email formats. The most common is {first name} (e.g., john@essential-planning.com), used 75% of the time.

Format	Example	Percentage
{first name}	john@essential-planning.com	75%
{first initial}	j@essential-planning.com	25%

About Essential Planning

Essential Planning, LLC is a financial services company based out of 500 Market St, Portsmouth, New Hampshire, United States. Learn more at our website: www.essential-planning.com. Securities offered through Valmark Securities, Inc., Member FINRA, SIPC. Investment Advisory Services offered through Essential Planning, LLC. and Valmark Advisers, Inc., each an SEC Registered Investment Advisor. Essential Planning, LLC. is a separate entity from Valmark Securities, Inc. Third-party posts found on this profile do not reflect the views of Valmark Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by Valmark Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

Director

Employees by Department

Essential Planning has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

Essential Planning has never raised funding before.

Essential Planning Tech Stack

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

Cloudflare

CDN

Modernizr

JavaScript libraries

Amazon S3

CDN

Amazon Web Services

PaaS

Google Hosted Libraries

CDN

Cloudflare Bot Management

Security

jQuery

JavaScript libraries

FMG Suite

Marketing automation

Google Tag Manager

Tag managers

HSTS

Security

Open Graph

Miscellaneous

Font Awesome

Font scripts

Frequently asked questions

Essential Planning is located in Portsmouth, New Hampshire, US.

You can reach Essential Planning at +16034275164.

Essential Planning generates an estimated annual revenue of $19,510,561. This revenue figure reflects the company's market position and business performance in its industry.

Essential Planning has an estimated valuation of $62,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Essential Planning has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Essential Planning

Lauren Macmaster

Director Of Operations

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40,000 users