Money Planning Revenue
Financial Services • 
Tampa, Florida, United States • 1-10 Employees
$
Money Planning revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Key Contact at Money Planning
Alex S Bethune
Founder & Senior Financial Advisor
Company overview
| Headquarters | Tampa, Florida, United States |
| Website | |
| NAICS | 52 |
| Keywords | Risk Management, Tax Planning, Wealth Management, Retirement Planning, Financial Planning, Estate Planning, Cashflow Analysis, Employer Benefits Optimization |
| Founded | 2019 |
| Employees | 1-10 |
Money Planning Email Formats
Money Planning uses 1 email format. The most common is {first name} (e.g., john@startmoneyplanning.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@startmoneyplanning.com | 100% |
About Money Planning
We change people's lives one conversation at a time through holistic planning around finances and life goals.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Founder/Owner
Funding Data
Money Planning has never raised funding before.
Singapore
South Africa
United Kingdom
Frequently asked questions
Money Planning is located in Tampa, Florida, US.
Money Planning generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.
Money Planning has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Money Planning was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.
Money Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.
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