Plancorp Wealth Management Revenue
Financial Services • 
Town and Country, Missouri, United States • 51-100 Employees
Plancorp Wealth Management revenue & valuation
| Annual revenue | $35,000,000 |
| Revenue per employee | $373,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $112,000,000 |
| Total funding | No funding |
Key Contact at Plancorp Wealth Management
Company overview
| Headquarters | 540 Maryville Centre Dr., Suite 105, St. Louis, MO 63141, US |
| Phone number | +16365327824 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Planning, Wealth Management, Asset Management, Fiduciary, Financial Planning, Business Advisory Services, Estate Planning, Investment Management, Family Office Services, Philanthropic Planning, Endowments & Foundations, Retirement Plan Advising, Fee-Only Advisors, Fiduciary Investing |
| Founded | 1983 |
| Employees | 51-100 |
| Socials |
Plancorp Wealth Management Email Formats
Plancorp Wealth Management uses 5 email formats. The most common is {first name} (e.g., john@plancorp.com), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@plancorp.com | 60% |
{first initial}.{last name} | j.doe@plancorp.com | 34.5% |
{first initial} | j@plancorp.com | 1.8% |
{first initial}.{last name}{first initial} | j.doej@plancorp.com | 1.8% |
{first name}.{last name} | john.doe@plancorp.com | 1.8% |
About Plancorp Wealth Management
Plancorp is a financial services firm and Registered Investment Advisor founded in 1983. We’ve worked tirelessly with individuals, families, and businesses with financial complexity to meet their goals more effectively, and feel confident in their financial future. Over our 39 years in business, we’ve committed ourselves to absolute transparency. When you work with us, there are never hidden agendas or fees. As a certified fiduciary, we’re paid only by our clients and are obligated by law to act in your best interests. And that’s exactly what we do. From taxes to retirement, investments, estate planning, charitable giving, and more, our experienced advisors do the complex work of financial planning and wealth management, so you can focus on living your life or running your company. We don’t play the markets or short-term stock pick. Instead, we use evidence-based research to help create your Living Financial Roadmap so you can manage and protect your financial life. Whatever your situation, we'd love to work with you. Visit our website at: https://www.plancorp.com/.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Plancorp Wealth Management has 62 employees across 12 departments.
Departments
Number of employees
Funding Data
Plancorp Wealth Management has never raised funding before.
Plancorp Wealth Management Tech Stack
Discover the technologies and tools that power Plancorp Wealth Management's digital infrastructure, from frameworks to analytics platforms.
Security
CMS
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Analytics
JavaScript libraries
CDN
JavaScript libraries
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Miscellaneous
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Advertising
Analytics
Belgium
United Kingdom
Switzerland
Israel
Netherlands
Frequently asked questions
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