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MethodPlan

MethodPlan Revenue

Financial Services1-10 Employees

$

MethodPlan revenue & valuation

Annual revenue$256,665
Revenue per employee$86,000
Estimated valuation?$821,328
Total fundingNo funding

Key Contact at MethodPlan

Flag of US

Anne Olson

Co-Founder

Company overview

HeadquartersXX
Website
NAICS52
Employees1-10

About MethodPlan

MethodPlan is a pre-built, downloadable retirement plan advisory app for Salesforce. It provides the foundational structure for any advisory business with the ability to customize and extend based on your business needs. An additional Agentforce extension enables users to easily surface the right plan information at the right time. Available now in the Salesforce AppExchange!

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

MethodPlan has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

MethodPlan has never raised funding before.

Frequently asked questions

MethodPlan is located in XX.
MethodPlan generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.
MethodPlan has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
MethodPlan has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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