Gen Y Planning

Financial Services • 1401 Lavaca St., PMB 47955, United States • 1-10 Employees

Company overview

Headquarters	1401 Lavaca St., PMB 47955, Austin, TX 78701, US
Website	genyplanning.com
NAICS	52
SIC	628
Keywords	Financial Planning For Women, Financial Planning For Young Professionals, Financial Planning For Entrepreneurs, Financial Planning For Gen Y, Financial Planning For Millennials, Financial Planning For Small Business Owners, Financial Planning For Young Couples
Founded	2013
Employees	1-10
Socials

Key Contact at Gen Y Planning

Sophia Bera Daigle

Founder & Principal Financial Planner

Gen Y Planning Email Formats

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

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

About Gen Y Planning

We are NOT your father's financial planner. The Gen Y Planning team believes that your 20s and 30s are one of the best times to seek financial planning help in order to build a secure financial foundation for the future.Young professionals are in the middle of making huge life decisions: pursuing advanced degrees, buying homes, getting married, having kids, and switching jobs. We help clients navigate student loans, consumer debt, saving, investing, selecting insurance and company benefits, tax planning, and more. Are you looking for guidance as you make major financial decisions? Would you like to get your money organized and set actionable goals? Gen Y Planning can help! Head to our website to learn more: www.genyplanning.com.

Gen Y Planning revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Gen Y Planning has never raised funding before.

Gen Y Planning Tech Stack

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

BDOW

Marketing automation

Smart Slider 3

WordPress plugins

jQuery Migrate

JavaScript libraries

Twitter Emoji

Font scripts

Genesis theme

WordPress themes

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

MailChimp

Google Analytics

Analytics

Bootstrap

UI frameworks

Yoast SEO

SEO

Frequently asked questions

Gen Y Planning is located in 1401 Lavaca St., PMB 47955, US.

Gen Y Planning was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Gen Y Planning

Sophia Bera Daigle

Founder & Principal Financial Planner

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