Estate Plan Navigator

Financial Services • Dunedin, Florida, United States • 1-10 Employees

Company overview

Headquarters	Dunedin, Florida, United States
Phone number	+17272205152
Website	epnavigator.com
NAICS	52
Keywords	Saas, Financial Planning, Estate Planning, Fintech, Legal Tech, Legal Servies
Founded	2015
Employees	1-10
Socials

Key Contact at Estate Plan Navigator

Chris Hall

Founder Estate Plan Navigator

Estate Plan Navigator Email Formats

Estate Plan Navigator uses 1 email format. The most common is {first initial} (e.g., j@epnavigator.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@epnavigator.com	100%

About Estate Plan Navigator

Estate Plan Navigator has transformed estate planning. Our software connects financial professionals, estate planning attorneys, and clients, allowing them to create high quality, custom estate plans at a fraction of the normal cost.

Estate Plan Navigator 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

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Estate Plan Navigator has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Estate Plan Navigator has never raised funding before.

Estate Plan Navigator Tech Stack

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

Google Workspace

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

HubSpot Analytics

Analytics

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

core-js

JavaScript libraries

HubSpot

Marketing automation

Frequently asked questions

Estate Plan Navigator is located in Dunedin, Florida, US.

You can reach Estate Plan Navigator at +17272205152.

Estate Plan Navigator was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Estate Plan Navigator

Chris Hall

Founder Estate Plan Navigator

4.8

40,000 users