Plannex ® (formerly NextGen Planners) Revenue

Financial Services • Manchester, England, United Kingdom • 11-20 Employees

Plannex ® (formerly NextGen Planners) revenue & valuation

Annual revenue	$941,105
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,100,000
Total funding	$287,000

Key Contact at Plannex ® (formerly NextGen Planners)

Adam Carolan

Chief Executive Officer

Company overview

Headquarters	Manchester, England, United Kingdom
Phone number	+4410424588
Websites	plannex.co.uk nextgenplanners.co.uk
NAICS	52
Keywords	Financial Advice, Nextgen, Financial Planning, Financial Advisers, Financial Adviser Support, Financial Planners, Financial Adviser Training, Financial Planner Training, Financial Planning Community, Financial Planner Community, Financial Planner Podcast, Financial Planning Business, Financial Planning Exams
Founded	2016
Employees	11-20
Socials

Plannex ® (formerly NextGen Planners) Email Formats

Plannex ® (formerly NextGen Planners) uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@nextgenplanners.co.uk), used 57.1% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@nextgenplanners.co.uk	57.1%
{first name}.{last name}	john.doe@nextgenplanners.co.uk	42.9%

About Plannex ® (formerly NextGen Planners)

Plannex empowers financial planners to unlock new growth, sharpen their skills, and build thriving businesses with confidence and clarity.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Head

C-Suite

Employees by Department

Plannex ® (formerly NextGen Planners) has 4 employees across 2 departments.

Departments

Number of employees

Funding Data

Explore Plannex ® (formerly NextGen Planners)'s funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2023-01-01	18	$287,000

Funding Insights

$287,000

Total funding amount

$287,000

Most recent funding amount

Number of funding rounds

Plannex ® (formerly NextGen Planners) Tech Stack

Discover the technologies and tools that power Plannex ® (formerly NextGen Planners)'s digital infrastructure, from frameworks to analytics platforms.

GoDaddy

Hosting

GoDaddy Website Builder

CMS

Open Graph

Miscellaneous

HSTS

Security

RequireJS

JavaScript frameworks

React

JavaScript frameworks

PWA

Miscellaneous

Frequently asked questions

Plannex ® (formerly NextGen Planners) is located in Manchester, England, GB.

You can reach Plannex ® (formerly NextGen Planners) at +4410424588.

Plannex ® (formerly NextGen Planners) generates an estimated annual revenue of $941,105. This revenue figure reflects the company's market position and business performance in its industry.

Plannex ® (formerly NextGen Planners) has an estimated valuation of $3,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Plannex ® (formerly NextGen Planners) was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.

Plannex ® (formerly NextGen Planners) has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Plannex ® (formerly NextGen Planners) has raised a total of $287,000 across 1 funding rounds. This investment has helped the company grow and expand its operations.

Key Contact at Plannex ® (formerly NextGen Planners)

Adam Carolan

Chief Executive Officer

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