Trailhead Planners Revenue

Financial Services • Minneapolis, Minnesota, United States • 1-10 Employees

Trailhead Planners revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Key Contact at Trailhead Planners

Morgan Ranstrom

Co-Founder & Lead Financial Planner

Company overview

Headquarters	323 W 48th St, Minneapolis, Minnesota 55419, US
Phone number	+15037739682
Website	trailheadplanners.com
NAICS	52
SIC	628
Keywords	Tax Planning, Wealth Management, Retirement Planning, Financial Planning, Investment Management, Financial Planning For Business Owners, Financial Planning For Doctors, Tax-Focused Financial Planning, Incentive Stock Analysis, Socially-Responsible Investing
Founded	2016
Employees	1-10
Socials

Trailhead Planners Email Formats

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

Format	Example	Percentage
{first initial}	j@trailheadplanners.com	50%
{first name}	john@trailheadplanners.com	50%

About Trailhead Planners

As fee-only financial advisors and strategic wealth planners, Trailhead Planners specializes in comprehensive, tax-focused financial guidance for high-achieving women, successful entrepreneurs, and legacy-focused retirees. We serve as your financial trail guides, combining deep expertise with personalized attention to help you build lasting wealth and navigate complex financial decisions. As a boutique firm, we maintain close client relationships with experienced advisors who know your story and respond when you need us. We believe in fair and transparent pricing, which is why we choose to be fee-only advisors who never sell products for commission. Together, we serve the wealth management needs of a broad range of clients in our hometowns of Portland, OR and Minneapolis, MN, as well as across the country.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Trailhead Planners has never raised funding before.

Trailhead Planners Tech Stack

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

Underscore.js

JavaScript libraries

Vimeo

Video players

Drupal

CMS

Google Maps

Maps

jQuery

JavaScript libraries

PHP

Programming languages

HSTS

Security

Calendly

Appointment scheduling

AddToAny

Widgets

Google Analytics

Analytics

Google Workspace

Google Hosted Libraries

CDN

Frequently asked questions

Trailhead Planners is located in Minneapolis, Minnesota, US.

You can reach Trailhead Planners at +15037739682.

Trailhead Planners generates an estimated annual revenue of $427,775. This revenue figure reflects the company's market position and business performance in its industry.

Trailhead Planners has an estimated valuation of $1,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Trailhead Planners was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Trailhead Planners

Morgan Ranstrom

Co-Founder & Lead Financial Planner

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