Planet Wealth

Investment Management • 1011 SW A St, Bentonville, United States • 21-50 Employees

Company overview

Headquarters	1011 SW A St, Bentonville, Arkansas 72712, US
Phone number	+17166504123
Website	planetwealth.com
NAICS	5231
Keywords	Investments, Financial Services, Real Estate, Investing, Raising Capital, Financial Technology
Founded	2018
Employees	21-50
Socials

Key Contacts at Planet Wealth

Joel Louis

Chief Marketing Officer Cmo

Chris Corica

Co-Founder

Sharon Woodson

Executive Assistant To Chief Executive Officer

Planet Wealth Email Formats

Planet Wealth uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@planetwealth.com), used 55.6% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@planetwealth.com	55.6%
{first initial}{last name}	jdoe@planetwealth.com	44.4%

About Planet Wealth

Planet Wealth is a capital markets platform unlike any in history. We support entrepreneurs seeking fast, easy, affordable access to capital. We are not aligned with Wall Street, big banks, or elite institutions. Our numbers are our strength, and together we're forging a new financial future: community power. For issuers, we offer: • Training and templates for legal Reg CF and other capital raise structures • Automated document management, investor updates, and compliance review • Marketing templates and deal website support • A community of potential investors For investors, we offer: • Curated investments that match your criteria and risk tolerance • Extremely low minimum commitments, with the ability to scale as you grow • Affordable fee structures that make sense for entrepreneurs • A like-minded community growing with you, invested in your success Planet Wealth was built to leave no entrepreneur behind. Choose your own path, grow alongside us, and celebrate with your fellow pioneers. Explore all Planet Wealth has to offer today. 🌎

Planet Wealth revenue & valuation

Annual revenue	$1,967,765
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$6,300,000
Total funding	$10,000,000

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

C-Suite

Manager

Employees by Department

Planet Wealth has 17 employees across 11 departments.

Departments

Number of employees

Funding Data

Explore Planet Wealth's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2022-05-21	12	N/A
2024-09-11	4	$10,000,000

Funding Insights

$10,000,000

Total funding amount

$10,000,000

Most recent funding amount

Number of funding rounds

Frequently asked questions

Planet Wealth is located in 1011 SW A St, Bentonville, US.

You can reach Planet Wealth at +17166504123.

Planet Wealth was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

Planet Wealth has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Planet Wealth has raised a total of $10,000,000 across 2 funding rounds. This investment has helped the company grow and expand its operations.