PlanWiser Revenue

Accounting • Colorado Springs, Colorado, United States • 1-10 Employees

PlanWiser revenue & valuation

Annual revenue	$598,885
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Accounting industry and current estimated revenues	$2,000,000
Total funding	No funding

Key Contact at PlanWiser

Joel Top

Ceo/Founder

Company overview

Headquarters	620 S Cascade Ave, Ste 300, Colorado Springs, Colorado 80903, US
Phone number	+17198220708
Website	planwiser.com
NAICS	5412
SIC	628
Keywords	Estate Planning, Bookkeeping, Retirement Planning, Financial Planning, Tax Planning, Tax Preparation, Payroll Management, Sales Tax Compliance, Investment Advising
Founded	2019
Employees	1-10
Socials

PlanWiser Email Formats

PlanWiser uses 2 email formats. The most common is {first initial} (e.g., j@planwiser.com), used 50% of the time.

Format	Example	Percentage
{first initial}	j@planwiser.com	50%
{first initial}.{last name}	j.doe@planwiser.com	50%

About PlanWiser

We are a dynamic and expanding tax, accounting, and financial planning firm situated in the heart of Colorado Springs, which was formerly known as Cloutte & Associates. Our forward-thinking approach is coupled with a steadfast commitment to placing clients at the core of our operations. We are resolute in delivering all-encompassing, expert, and value-enhancing services, with a special emphasis on devising holistic solutions tailored to the needs of small businesses. We are in search of an intern who possesses a keen interest in tax preparation. Currently our services include tax preparation, tax planning, bookkeeping, payroll management, sales tax compliance, financial planning, investment advisory services, retirement planning, and business retirement plan consulting. We have exciting plans to introduce even more services in the future.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

PlanWiser has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

PlanWiser has never raised funding before.

Frequently asked questions

PlanWiser is located in Colorado Springs, Colorado, US.

You can reach PlanWiser at +17198220708.

PlanWiser generates an estimated annual revenue of $598,885. This revenue figure reflects the company's market position and business performance in its industry.

PlanWiser has an estimated valuation of $2,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

PlanWiser was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at PlanWiser

Joel Top

Ceo/Founder

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