PlanGroup Revenue

Financial Services • Oklahoma City, Oklahoma, United States • 21-50 Employees

PlanGroup revenue & valuation

Annual revenue	$2,138,875
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$6,900,000
Total funding	No funding

Key Contact at PlanGroup

James Doyle

Director

Company overview

Headquarters	6 NE 63rd St, Oklahoma City, Oklahoma 73105, US
Phone number	+18481099
Website	plangroup.com
NAICS	52
SIC	628
Keywords	Tax Planning, Succession Planning, Executive Benefits, Financial Planning, Estate Planning, Investment Services, Investment Management, Risk Management & Insurance, Business Retirement Plans, Group Benefit Plans, Private Investment Opportunities, Financial Planning & Employee Benefits, Business Sales Transactions Insurance, First Generation Wealth, Multi-Generation Wealth
Founded	1968
Employees	21-50
Socials

PlanGroup Email Formats

PlanGroup uses 3 email formats. The most common is {first initial} (e.g., j@plangroup.com), used 64.3% of the time.

Format	Example	Percentage
{first initial}	j@plangroup.com	64.3%
{first name}	john@plangroup.com	21.4%
{first name}.{last name}	john.doe@plangroup.com	14.3%

About PlanGroup

Empowering our clients to reach their investment goals since 1996. Your Plan. Your Group. Stronger Strategies with Professionals in your Corner. PlanGroup Financial is an established RIA in Oklahoma City having provided excellent service to our clients for decades. We set the precedent to have a personable relationship with all our clients comprised of business owners, families, and everything in between. At PlanGroup Financial, we align our clients’ needs directly with our actions. Instead of charging hidden fees for lackluster services, we benefit only when our clients benefit. Our team is committed to providing our clients with the best service imaginable whether it is today or generations to come.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Manager

Director

Employees by Department

PlanGroup has 7 employees across 3 departments.

Departments

Number of employees

Funding Data

PlanGroup has never raised funding before.

PlanGroup Tech Stack

Discover the technologies and tools that power PlanGroup's digital infrastructure, from frameworks to analytics platforms.

Apache HTTP Server

Web servers

jQuery

JavaScript libraries

Contact Form 7

Form builders

PHP

Programming languages

Open Graph

Miscellaneous

WordPress

Blogs

Divi

Page builders

jQuery Migrate

JavaScript libraries

MySQL

Databases

RSS

Miscellaneous

Priority Hints

Performance

Google Font API

Font scripts

Frequently asked questions

PlanGroup is located in Oklahoma City, Oklahoma, US.

You can reach PlanGroup at +18481099.

PlanGroup generates an estimated annual revenue of $2,138,875. This revenue figure reflects the company's market position and business performance in its industry.

PlanGroup has an estimated valuation of $6,900,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

PlanGroup was founded in 1968, making it 58 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at PlanGroup

James Doyle

Director

4.8

40,000 users