PlanSimple Financial Partners
Financial Services • 
New Orleans, Louisiana, United States • 1-10 Employees
Company overview
| Headquarters | New Orleans, Louisiana, United States |
| Phone number | +15043748020 |
| Website | |
| NAICS | 52 |
| Founded | 2022 |
| Employees | 1-10 |
| Socials |
Key Contact at PlanSimple Financial Partners
Amy Cassanova Tabak
Director of Marketing And Business Development
PlanSimple Financial Partners Email Formats
PlanSimple Financial Partners uses 2 email formats. The most common is {first initial} (e.g., j@plansimplefp.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@plansimplefp.com | 66.7% |
{first name} | john@plansimplefp.com | 33.3% |
About PlanSimple Financial Partners
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We welcome you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.
PlanSimple Financial Partners 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
Funding Data
PlanSimple Financial Partners has never raised funding before.
PlanSimple Financial Partners Tech Stack
Discover the technologies and tools that power PlanSimple Financial Partners's digital infrastructure, from frameworks to analytics platforms.
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