United Planners Financial Services Revenue
Financial Services • 
Scottsdale, Arizona, United States • 201-500 Employees
United Planners Financial Services revenue & valuation
| Annual revenue | $20,000,000 |
| Revenue per employee | $93,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $64,000,000 |
| Total funding | No funding |
Key Contact at United Planners Financial Services
Company overview
| Headquarters | 7333 E. Doubletree Ranch Rd., Suite 120, Scottsdale, AZ 85258, US |
| Phone number | +14809910225 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Services, Technology Services, Succession Planning, Marketing Services, Broker-Dealer, Strategic Partnerships, Business Solutions, Practice Management, Financial Planning, Investment Advisory, Brokerage Services, Investment Management, Insurance Products |
| Founded | 1987 |
| Employees | 201-500 |
| Socials |
United Planners Financial Services Email Formats
United Planners Financial Services uses 5 email formats. The most common is {first name} (e.g., john@unitedplanners.com), used 36% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@unitedplanners.com | 36% |
{first initial}{last name} | jdoe@unitedplanners.com | 32% |
{first name}{last name} | johndoe@unitedplanners.com | 24% |
{first initial}.{last name} | j.doe@unitedplanners.com | 4% |
{last name} | doe@unitedplanners.com | 4% |
About United Planners Financial Services
United Planners is a national wealth management firm that provides financial planning, investment management, and insurance services. Established in 1987, United Planners is proud of its true independence and its “Adamantly Not For Sale” stance because it is 100% owned by its employees and financial professionals. United Planners provides back-office support to independent financial professionals, who then help investors manage their wealth to achieve their goals & objectives. United Planners is uniquely structured as a limited partnership that offers ownership opportunities and profit sharing to its employees and financial professionals. We embrace a culture, passion, and strategy that caters to the fiercely independent financial services community. United Planners is an open-architecture model that offers flexible, efficient, and scalable solutions to position its financial professionals to build and manage successful businesses. Learn more about United Planners at www.UnitedPlanners.com or 800-966-8737, Option 3. United Planners is a Registered Investment Advisor with the Securities & Exchange Commission (SEC) / Registered Broker-Dealer with the Financial Industry Regulatory Authority (FINRA) / SIPC Member.
Employees by Management Level
Total employees: 201-500
Seniority
Employees
Employees by Department
United Planners Financial Services has 85 employees across 12 departments.
Departments
Number of employees
Funding Data
United Planners Financial Services has never raised funding before.
United Planners Financial Services Tech Stack
Discover the technologies and tools that power United Planners Financial Services's digital infrastructure, from frameworks to analytics platforms.
Security
Security
Video players
Maps
CDN
Marketing automation
Font scripts
Issue trackers
JavaScript libraries
Miscellaneous
Programming languages
Blogs
Israel
Ireland
United Kingdom
Belgium
Australia
Portugal
United Arab EmiratesFrequently asked questions
4.8
40,000 users
