PlanVest Financial Revenue

Financial Services • Gaithersburg, Maryland, United States • 1-10 Employees

PlanVest Financial revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contacts at PlanVest Financial

Richard Clonch

Chief Executive Officer

Zach Payne

Financial Advisor And Director Of Financial Planning

Company overview

Headquarters	555 Quince Orchard Rd, Suite 280, Gaithersburg, Maryland 20878, US
Phone number	+13019777123
Website	planvestfinancial.com
NAICS	52
SIC	628
Keywords	Wealth Management, Education Planning, Retirement Planning, Estate Planning, Investment Management, Social Security, Comprehensive Wealth Planning, Federal Employee Benefits, Risk Protection Insurance
Founded	2015
Employees	1-10
Socials

PlanVest Financial Email Formats

PlanVest Financial uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@planvestfinancial.com), used 85.7% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@planvestfinancial.com	85.7%
{first name}.{last name}	john.doe@planvestfinancial.com	14.3%

About PlanVest Financial

𝗣𝗹𝗮𝗻𝗩𝗲𝘀𝘁 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 is an independent Registered Investment Advisory (RIA) firm, working under the fiduciary standard; meaning we always put our clients’ best interest before our own. For safe-keeping, we work with Charles Schwab & Co., Inc. to custody client assets. Our team of knowledgeable, fiduciary financial professionals is committed to providing you with informed wealth advice and exceptional service, to help you and your family find Financial Freedom. At 𝗣𝗹𝗮𝗻𝗩𝗲𝘀𝘁 𝗙𝗲𝗱𝗲𝗿𝗮𝗹 our Financial Advisors help current/former federal employees navigate the complexities of their employee and retirement benefits offered to them as federal government employees. As an active employee or retiree, don’t let the complexity of your benefits package prevent you from fully benefiting from the options you’ve earned. We service clients locally and virtually on a global scale. For more information or a no-cost consultation, visit us at: www.planvestfinancial.com www.planvestfederal.com Investment Advice offered through 𝗣𝗹𝗮𝗻𝗩𝗲𝘀𝘁 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗜𝗻𝗰., a Registered Investment Advisor firm.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Manager

C-Suite

Director

Employees by Department

PlanVest Financial has 5 employees across 2 departments.

Departments

Number of employees

Funding Data

PlanVest Financial has never raised funding before.

PlanVest Financial Tech Stack

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

Modernizr

JavaScript libraries

Awesomplete

Search engines

Cloudflare Bot Management

Security

Vimeo

Video players

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

FMG Suite

Marketing automation

HSTS

Security

Datadog

Analytics

Google Analytics

Analytics

Frequently asked questions

PlanVest Financial is located in Gaithersburg, Maryland, US.

You can reach PlanVest Financial at +13019777123.

PlanVest Financial generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.

PlanVest Financial has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

PlanVest Financial was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

PlanVest Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at PlanVest Financial

Richard Clonch

Chief Executive Officer

Zach Payne

Financial Advisor And Director Of Financial Planning

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