Plan to Invest Capital Management Revenue
Financial Services • 
Denver, Colorado, United States • 1-10 Employees
Plan to Invest Capital Management revenue & valuation
| Annual revenue | $20,000,000 |
| Revenue per employee | $6,667,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $64,000,000 |
| Total funding | No funding |
Key Contact at Plan to Invest Capital Management
John C. Panter
CEO and Founder
Company overview
| Headquarters | 100 Fillmore St, Suite 500, Denver, Colorado 80206, US |
| Phone number | +13032210949 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Estate Planning, Legacy Planning, Physician Investment Advisor, Retirement & Transisiton Planning, Tax Liability & Mitigation, Wealth & Advance Planning For Life, Charitable Giving & Endowment |
| Founded | 2009 |
| Employees | 1-10 |
| Socials |
Plan to Invest Capital Management Email Formats
Plan to Invest Capital Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@pticm.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@pticm.com | 100% |
About Plan to Invest Capital Management
A financial advisory, Plan to Invest, Capital Management provides a variety of services to help our clients make smart decisions about their money. Taking a holistic approach to financial planning and wealth management, PTICM employs our proprietary assessment model to assemble a comprehensive view of our clients’ financial life, creating a plan forward that translates into a compelling financial future. The foundation of Plan to Invest, Capital Management's philosophy is in creating a business plan for life. We take a business view when assessing your estate and life vision, and couple that with the fundamentals of your day to day needs. Developing financial scenarios for now and in the future, we explore the full spectrum of financial considerations, accounting for life evolution and changes. Our goal is to educate and inform, in-order-to help guide our clients toward achieving financial confidence Life is dynamic as are your financial needs, that is why PTICM develops portfolios that are both effective and evolving. ___________________________ John C. Panter, founder and CEO of Plan to Invest, Capital Management has been in the financial services industry since 1999. Following a career as a clinical social worker and therapist, John applied his collective experience to financial planning and wealth management, developing his proprietary Wealth Management process. Working with clients in dedicated categories, including physician and physician-owned businesses, telecommunications and aerospace, John has cultivated a portfolio of experience that aligns with his clients’ needs.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Plan to Invest Capital Management has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Plan to Invest Capital Management has never raised funding before.
Plan to Invest Capital Management Tech Stack
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