iPlanGroup Revenue
Financial Services • 
Westlake, Ohio, United States • 11-20 Employees
iPlanGroup revenue & valuation
| Annual revenue | $10,000,000 |
| Revenue per employee | $834,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $32,000,000 |
| Total funding | No funding |
Key Contacts at iPlanGroup
Eric Hernandez
Business Development Director
Jill Banner
Ceo And Founder | Retirement Plan Admisitration For Alternative Investments
Company overview
| Headquarters | 28011 Clemens Road, Suite B, Westlake, Ohio 44145, US |
| Phone number | +18556047526 |
| Website | |
| NAICS | 52 |
| SIC | 673 |
| Keywords | Real Estate, Real Estate Investments, Roth Ira, Alternative Investing, Self Directed Ira, Tax Liens, HSA, Sep Ira, Simple Ira, Promissory Notes, Cesa, Coverdell, Entity Investments, Non-Traditional Investing, Non-Traditional Investments, Self Directed Roth |
| Founded | 2011 |
| Employees | 11-20 |
| Socials |
iPlanGroup Email Formats
iPlanGroup uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@iplangroup.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@iplangroup.com | 50% |
{first name}{last name} | johndoe@iplangroup.com | 50% |
About iPlanGroup
As an independent administrator, we process the investment transactions you direct us to do on behalf of your retirement account. Additionally, we provide account administration, recordkeeping and tax reporting for your Self-Directed IRA and are looking to connect with investors wanting to grow their retirement funds. Our company is where self-directed investors prosper by building and managing their wealth more efficiently and more effectively than ever before. We offer Traditional , Roth, Simplified Employee Pension(SEP) and Savings Incentive Match Plan for Employees(SIMPLE) IRAs. We also offer Coverdell Educational Savings Accounts and Health Savings Accounts. We also provide a single point of contact, a Client Relationship Specialist, who supervises the delivery of excellent service from a highly experienced, multidisciplinary team of specialists. Our Client Relationship Specialists truly understand your unique needs as a Self-Directed investor and all having backgrounds in financial services with a wide range of experience gives you more personalized attention to attain your specific goals. Offering no investment advice or promoting any investments, we are an independent, passive administrator offering you unparalleled service and support with a simplified fee structure. Our fees are clearly detailed allowing you to easily see the superior value provided by choosing us as your retirement savings partner. Online access to your account information allows you to monitor your account anytime, whenever it’s convenient for you. (855) 604-7526 (440) 484-5566 info@iplangroup.com www.iPlanGroup.com
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
iPlanGroup has 7 employees across 5 departments.
Departments
Number of employees
Funding Data
iPlanGroup has never raised funding before.
iPlanGroup Tech Stack
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Frequently asked questions
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