


MethodPlan Revenue
Financial Services • • 1-10 Employees
$
MethodPlan revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Key Contact at MethodPlan
Anne Olson
Co-Founder
Company overview
| Headquarters | XX |
| Website | |
| NAICS | 52 |
| Employees | 1-10 |
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
HR
1
Funding Data
MethodPlan has never raised funding before.
Frequently asked questions
What is the address of MethodPlan?
MethodPlan is located in XX.
What are the revenues of MethodPlan?
MethodPlan generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.
What is the valuation of MethodPlan?
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.
How many employees does MethodPlan have?
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



