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2plan Wealth Management Logo
2plan Wealth Management CB Rank
958326
Heat Score
46
2plan Wealth Management offers wealth management, retirement planning, mortgages, digital solutions and business consulting services.
Founded
obfuscation
Private Leeds, Leeds, United Kingdom251-500 2plan.com/
Banking
Finance
Financial Services
Retirement
Wealth Management
Overview

2plan Wealth Management
Heat Score
46

Growth Score
pts
in past quarter
Heat Score 46
-7 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About 2plan Wealth Management

CB Rank
958326
2plan Wealth Management offers wealth management, retirement planning, mortgages, digital solutions and business consulting services.
Founded
obfuscation
Private Leeds, Leeds, United Kingdom251-500 2plan.com/
Banking
Finance
Financial Services
Retirement
Wealth Management

Key People

Details

Legal Name 2plan Wealth Management Ltd
Also Known As 2plan
Operating Status Active
Company Type For Profit
Founders  Chris Smallwood
Phone Number +44-113-302-1360
Contact Email Administration@2plan.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management
A service that provides financial planning and investment management to help clients grow and protect their assets.
Retirement Planning
A service focused on helping clients prepare financially for retirement through tailored strategies and advice.

Unlock More with Crunchbase Pro
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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 251-500 Employee Profiles 1 Contacts 134

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

24,928
-21.92%
 in past month

IT Spend

$4MThis year, 2plan Wealth Management is projected to spend $4M on IT, according to Aberdeen.

Actively Used Products

172plan Wealth Management uses 17 technology products and services including HTML5, Lightbox, and  Wordpress, according to G2 Stack.

Active Website Tech Count

392plan Wealth Management is actively using 39 technologies for its website, according to BuiltWith. These include Viewport Meta, HSTS, and  Apple Mobile Web Clips Icon.
Sub-Organizations
Frequently Asked Questions

Where is 2plan Wealth Management's headquarters? 2plan Wealth Management is located in Leeds, Leeds, United Kingdom.Who are 2plan Wealth Management's competitors? Alternatives and possible competitors to 2plan Wealth Management may include Third Financial, Fintama, and  Wellesley Wealth Advisory.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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