LifePlan Investments Revenue

Financial Services • Markham, Ontario, Canada • 11-20 Employees

LifePlan Investments revenue & valuation

Annual revenue	$7,500,000
Revenue per employee	$577,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$24,000,000
Total funding	No funding

Key Contact at LifePlan Investments

Meena Visvalingam

President

Company overview

Headquarters	3601 Highway 7 E, 610, Markham, ON L3R0M3, CA
Phone number	+19052947526
Website	lifeplaninvestments.ca
NAICS	52
SIC	621
Keywords	Wealth Management, Investment, Income Protection, Retirement Planning, Insurance, Financial Planning, Critical Illness Insurance, Mortgage, Rrsp, Tax & Estate Planning, Resp
Founded	2018
Employees	11-20
Socials

LifePlan Investments Email Formats

LifePlan Investments uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@lifeplaninvestments.ca), used 40% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@lifeplaninvestments.ca	60%
{first name}	john@lifeplaninvestments.ca	40%

About LifePlan Investments

At LifePlan Investments, we provide comprehensive and customized solutions carefully structured around our clients' goals and needs - from insurance to investments, and tax and estate planning. We have specialists in every aspect of our business as we prioritize our clients' every need that benefits financial well-being. Our financial advisors are trained and coached by industry-leading and certified experts to help provide our clients with holistic financial plans. With the focus on our clients' financial well-being, we provide products from over 24 companies through unbiased advice, compliant implementation, and fully transparent transactions. We are a firm advocate of developing technology towards helping mankind. Our proprietary Advisor software with machine learning AI assists our excellent financial advisors to give the most comprehensive financial advice and account management with unparalleled efficiency and security which impactfully benefits our clients. The CEO and Founder, Ahilan Balachandran together with his team of financial advisors are happy to help you PLAN, BUILD, and PROTECT your financial future. Feel free to contact us at wecare@lifeplaninvestments.ca or 905-294-PLAN (7526). For careers please email at careers@lifeplaninvestments.ca.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

Partner

Employees by Department

LifePlan Investments has 9 employees across 5 departments.

Departments

Number of employees

Funding Data

LifePlan Investments has never raised funding before.

LifePlan Investments Tech Stack

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

Google Workspace

LiteSpeed

Web servers

HTTP/3

Miscellaneous

PHP

Programming languages

Open Graph

Miscellaneous

Site Kit

Analytics

WordPress

Blogs

OceanWP

WordPress themes

Intercom

CRM

MySQL

Databases

Elementor

Page builders

RSS

Miscellaneous

Frequently asked questions

LifePlan Investments is located in Markham, Ontario, CA.

You can reach LifePlan Investments at +19052947526.

LifePlan Investments generates an estimated annual revenue of $7,500,000. This revenue figure reflects the company's market position and business performance in its industry.

LifePlan Investments has an estimated valuation of $24,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

LifePlan Investments was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at LifePlan Investments

Meena Visvalingam

President

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