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Generations Logo
Generations CB Rank
1200597
Heat Score
61
Generations provide investment management, financial planning, wealth management, estate planning, and social security planning services.
Founded
obfuscation
Private Battle Creek, Michigan, United States1-10 www.genfinplan.com/
Finance
Financial Services
Retirement
Wealth Management
Overview

Generations
Heat Score
61

Growth Score
pts
in past quarter
Heat Score 61
-4 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 Generations

CB Rank
1200597
Generations provide investment management, financial planning, wealth management, estate planning, and social security planning services.
Founded
obfuscation
Private Battle Creek, Michigan, United States1-10 www.genfinplan.com/
Finance
Financial Services
Retirement
Wealth Management

Details

Legal Name Generations Financial Planning & Wealth Management
Also Known As Generations Financial Planning & Wealth Management
Operating Status Active
Company Type For Profit
Phone Number +1-269-441-4143
Contact Email es@genfinplan.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Management
Service that manages clients' investment portfolios to meet their financial goals.
Financial Planning
Service that helps clients create comprehensive plans to manage their finances and achieve financial objectives.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 3
News

News and Press

News•Apr 4, 2022
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$1.1MThis year, Generations is projected to spend $1.1M on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Security Camera Logo
Security Camera
70
Transportation Security Logo
Transportation Security
69
Research and Development / Test Logo
Research and Development / Test
68

Actively Used Products

11Generations uses 11 technology products and services including HTML5, GoDaddy Premium DNS, and  Apache Server, according to G2 Stack.

Active Website Tech Count

2Generations is actively using 2 technologies for its website, according to BuiltWith. These include CommonCrawl Top 50m.
Sub-Organizations
Frequently Asked Questions

Where is Generations's headquarters? Generations is located in Battle Creek, Michigan, United States.Who are Generations's competitors? Alternatives and possible competitors to Generations may include HighTower Advisors, Wealth Enhancement Group, and  Creative Planning.
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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