WealthPlan Group Revenue

Investment Management • Omaha, Nebraska, United States • 21-50 Employees

WealthPlan Group revenue & valuation

Annual revenue	$2,053,320
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$6,600,000
Total funding	No funding

Key Contacts at WealthPlan Group

Stewart Bale

Director Of Client Service

Jennifer Wilbeck

Director Of Education, Retirement Plans & Foundations

Chad Witecy

Director Of Strategic Finance

Deandre Geels

Director Of Corporate Development

Emily Knowles Codr

Director Of Client Services Retirement Plans & Foundations

Ward Behlen

Director Of Fiduciary Services

Company overview

Headquarters	101 S 108th Ave, Omaha, Nebraska 68154, US
Phone number	+18445646977
Websites	wealthplan.group wealthplan.partners
NAICS	5231
SIC	628
Keywords	Financial Compliance, Investment Management, Retirement Solutions, Outsourced Cio, Investment Solution, Ria Back Office Support, Advisor Technology Suite, Turkey Asset Management Platform
Employees	21-50
Socials

WealthPlan Group Email Formats

WealthPlan Group uses 5 email formats. The most common is {first name} (e.g., john@wealthplan.group), used 42.9% of the time.

Format	Example	Percentage
{first name}	john@wealthplan.group	42.9%
{first initial}	j@wealthplan.group	35.7%
{first initial}.{last name}	j.doe@wealthplan.group	14.3%
{first name}.{last name}	john.doe@wealthplan.partners	7.1%

About WealthPlan Group

WealthPlan is a firm built by advisors, for advisors, from the very beginning. Follow along with our story as we’ve grown from regional, commission-based investing into one of the nation’s largest independent advisory firms with over 3 Billion in AUM.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Director

Entry

C-Suite

Employees by Department

WealthPlan Group has 7 employees across 4 departments.

Departments

Number of employees

Funding Data

WealthPlan Group has never raised funding before.

WealthPlan Group Tech Stack

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

Gravity Forms

Form builders

Download Monitor

WordPress plugins

Google Maps

Maps

Animate.css

UI frameworks

Beaver Builder

WordPress plugins

Microsoft 365

jQuery Migrate

JavaScript libraries

Salesforce Marketing Cloud Account Engagement

Marketing automation

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

PHP

Programming languages

Frequently asked questions

WealthPlan Group is located in Omaha, Nebraska, US.

You can reach WealthPlan Group at +18445646977.

WealthPlan Group generates an estimated annual revenue of $2,053,320. This revenue figure reflects the company's market position and business performance in its industry.

WealthPlan Group has an estimated valuation of $6,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

WealthPlan Group has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.