Planpath Financial
Financial Services • • 1-10 Employees
Company overview
| Headquarters | XX |
| Website | |
| NAICS | 52 |
| Founded | 2024 |
| Employees | 1-10 |
Key Contact at Planpath Financial
Amy Buck
Owner, CCO
About Planpath Financial
Independent. Flat-fee. Unbiased. At Planpath Financial, we have the retirement and tax planning expertise to lead you to your best retirement. We offer holistic financial planning at an annual or hourly flat-fee.
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Planpath Financial revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
C-Suite
Funding Data
Planpath Financial has never raised funding before.
Poland
United Arab Emirates
Canada
AustraliaFrequently asked questions
Planpath Financial is located in XX.
Planpath Financial was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.
Planpath Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.
4.8
40,000 users
