Planning Alliance
Financial Services • 
Woodcliff Lake, New Jersey, United States • 101-200 Employees
Company overview
| Headquarters | 50 Tice Blvd., Suite 280, Woodcliff Lake, NJ 07677, US |
| Phone number | +18484563060 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 1999 |
| Employees | 101-200 |
| Socials |
Key Contacts at Planning Alliance
Nicole Pinal
Director Of Talent Acquisition
Brian Grande
Managing Director
Brian Dragotto
Managing Director
Kenneth Alter
Managing Director
Gregory Campanile
Director Of Investments
Donna Matelski
Associate Director
Karen M Sesny
Director Of New Business
Planning Alliance Email Formats
Planning Alliance uses 5 email formats. The most common is {first initial}.{last name} (e.g., j.doe@planningalliance.com), used 27.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@planningalliance.com | 27.3% |
{first initial}{last name} | jdoe@planningalliance.com | 20.5% |
{first name}_{last name} | john_doe@planningalliance.com | 18.2% |
{first initial}_{last name} | j_doe@planningalliance.com | 15.9% |
{first name}.{last name} | john.doe@planningalliance.com | 13.6% |
About Planning Alliance
We help individuals and families protect, grow, and ultimately leave a generational legacy. We provide business owners strategies that manage risk while remaining focused on long-term planning. We offer high-net-worth families and family offices private wealth management approaches and perspectives, tailored to their exclusive needs. Wealth that lasts. Planning that lasts. Legacy that lasts. At Planning Alliance, we don’t predict the future; we prepare clients for it.
Planning Alliance revenue & valuation
| Annual revenue | $10,000,000 |
| Revenue per employee | $85,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $32,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Planning Alliance has 59 employees across 7 departments.
Departments
Number of employees
Funding Data
Planning Alliance has never raised funding before.
Planning Alliance Tech Stack
Discover the technologies and tools that power Planning Alliance's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Search engines
Security
JavaScript libraries
CDN
JavaScript libraries
Marketing automation
Security
JavaScript frameworks
Analytics
Analytics
CDN
Australia
Germany
Sweden
Frequently asked questions
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