InvestPlan SCF

Financial Services • Florence, Tuscany, Italy • 1-10 Employees

Company overview

Headquarters	Florence, Tuscany, Italy
Phone number	+3907076970487
Website	investplan.com
NAICS	52
Keywords	Fintech, Consulenza Finanziaria, Investimenti Finanziari, Wealth Advisor, Consulenza Patrimoniale
Founded	2021
Employees	1-10
Socials

Key Contact at InvestPlan SCF

Michele Arezzi Boza

Founder

InvestPlan SCF Email Formats

InvestPlan SCF uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@investplan.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@investplan.com	100%

About InvestPlan SCF

InvestPlan è una società di consulenza finanziaria indipendente. Costruiamo portafogli di investimento per clienti privati e istituzionali applicando un processo sistematico fondato sulla ricerca accademica che consente notevoli risparmi rispetto ai tradizionali canali di accesso ai mercati finanziari e la personalizzazione in base al profilo di rischio dell'investitore. Attraverso una piattaforma digitale assicuriamo ai nostri clienti elevata semplicità operativa nell'esecuzione delle raccomandazioni, permettendogli allo stesso tempo di avere sempre il controllo del proprio portafoglio. InvestPlan, i suoi professionisti e la loro attività sono soggetti alla vigilanza dell'OCF - Organismo di vigilanza dei Consulenti Finanziari

InvestPlan SCF revenue & valuation

Annual revenue	$11,400,000
Revenue per employee	$1,627,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$36,500,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Founder/Owner

Employees by Department

InvestPlan SCF has 5 employees across 3 departments.

Departments

Number of employees

Funding Data

InvestPlan SCF has never raised funding before.

InvestPlan SCF Tech Stack

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

Google Workspace

GoDaddy

Hosting

GoDaddy Website Builder

CMS

Open Graph

Miscellaneous

HSTS

Security

RequireJS

JavaScript frameworks

React

JavaScript frameworks

PWA

Miscellaneous

Frequently asked questions

InvestPlan SCF is located in Florence, Tuscany, IT.

You can reach InvestPlan SCF at +3907076970487.

InvestPlan SCF was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at InvestPlan SCF

Michele Arezzi Boza

Founder

4.8

40,000 users