Wealth Planning Corporation
Investment Management • 
Cincinnati, Ohio, United States • 11-20 Employees
Company overview
| Headquarters | 8370 E Kemper Rd, Cincinnati, Ohio 45249, US |
| Phone number | +15137331750 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Comprehensive Financial Planning, Tax Planning, Charitable Planning, Estate Planning, Investment Management, Trust Services, Next Gen Wealth Advising, Family Wealth Transfer |
| Founded | 1984 |
| Employees | 11-20 |
| Socials |
Key Contact at Wealth Planning Corporation
Todd Steinbrink
President
Wealth Planning Corporation Email Formats
Wealth Planning Corporation uses 3 email formats. The most common is {first initial} (e.g., j@wealthp.com), used 54.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@wealthp.com | 54.5% |
{last name}.{first initial} | doe.j@wealthp.com | 36.4% |
{first initial}{last name} | jdoe@wealthp.com | 9.1% |
About Wealth Planning Corporation
Wealth Planning Corporation has been providing financial planning and investment management services to investors since 1984. Our firm is committed to planning, coaching and advising. Our goal is to raise your confidence for a more secure financial future. Our Money Coaching System® is the result of years of practical experience and brings together all of the elements of finance, investments, and estate planning. Our unique process provides a methodical approach to organizing, forecasting and strategically planning your path to financial independence. As an independent Registered Investment Advisor, Wealth Planning Corporation eliminates the conflict of interest inherent in most financial service providers, which depend on brokerage commissions. This allows us to offer more objective and unbiased financial advice. WPC has the expertise you need to feel confident about your finances, your future and the decisions you make along the way.
Wealth Planning Corporation revenue & valuation
| Annual revenue | $14,800,000 |
| Revenue per employee | $1,226,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $47,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Wealth Planning Corporation has 7 employees across 3 departments.
Departments
Number of employees
Funding Data
Wealth Planning Corporation has never raised funding before.
Wealth Planning Corporation Tech Stack
Discover the technologies and tools that power Wealth Planning Corporation's digital infrastructure, from frameworks to analytics platforms.
Security
WordPress themes
JavaScript libraries
Video players
JavaScript libraries
Maps
Page builders
JavaScript libraries
Analytics
JavaScript libraries
Programming languages
United Kingdom
Singapore
Australia
CroatiaFrequently asked questions
4.8
40,000 users
