Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
Ballast Logo
Ballast CB Rank
1428796
Heat Score
24
Ballast is a financial firm that provides retirement planning, taxation, asset, wealth, and investment management advisory services.
Founded
obfuscation
Private Lexington, Kentucky, United States1-10 ballastplan.com/
Advice
Asset Management
Financial Services
Retirement
Wealth Management
Overview

Ballast
Heat Score
24

Growth Score
pts
in past quarter
Heat Score 24
-15 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 Events
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
See more interactive data and historical milestones on desktop for the best experience

About Ballast

CB Rank
1428796
Ballast is a financial firm that provides retirement planning, taxation, asset, wealth, and investment management advisory services.
Founded
obfuscation
Private Lexington, Kentucky, United States1-10 ballastplan.com/
Advice
Asset Management
Financial Services
Retirement
Wealth Management

Key People

Details

Legal Name Ballast, Inc.
Operating Status Active
Company Type For Profit
Founders  John V. Boardman
Phone Number +1 859-226-0625
Contact Email info@ballastplan.com
Predictions & Insights

Growth Insight

See this Growth Insight
Ballast is
Lorem
 to be growing
Top Contributing Factors
Merger or Acquisition

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Planning Advisory Services
Advisory services that help clients plan and manage their retirement finances to ensure sustainable income and financial security.
Tax Planning and Advisory Services
Services that provide guidance on tax strategies to optimize clients' financial situations and minimize tax liabilities.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 2 Contacts 9

Employee Profiles

News

News and Press

News•Jan 30, 2026
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•May 7, 2024
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•Apr 3, 2024
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•Mar 28, 2024
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

228
235.29%
 in past month

Actively Used Products

14Ballast uses 14 technology products and services including HTML5, jQuery, and  Vimeo, according to G2 Stack.

Active Website Tech Count

38Ballast is actively using 38 technologies for its website, according to BuiltWith. These include Apple Mobile Web Clips Icon, LetsEncrypt, and  SPF.
Sub-Organizations
Frequently Asked Questions

Where is Ballast's headquarters? Ballast is located in Lexington, Kentucky, United States.Who are Ballast's competitors? Alternatives and possible competitors to Ballast may include Creative Planning, HighTower Advisors, and  EP Wealth Advisors.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(5d42803 1)
|