Generations Planning Group - Crunchbase Company Profile & Funding

Overview

Generations Planning Group

Heat Score

Company Performance Metrics

Score

Trend

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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

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About Generations Planning Group

CB Rank

2617096

Generations Planning Group specializes in financial, investment, and insurance planning services.

Private

Albany, New York, United States

11-50

www.genplangrp.com

Financial Services

Professional Services

Wealth Management

Details

Legal Name

Generations Planning Group, LLC

Operating Status

Active

Company Type

For Profit

Phone Number

1 518-387-3100

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning

A service that helps individuals, families, and business owners create a structured approach to managing their financial goals over time.

Investments & Savings

A service that distinguishes between short-term savings and long-term investments to help clients manage their assets effectively.

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Financials

Market Intelligence

People

View Profiles & Contacts

Headcount

11-50

Contacts

News

Technology

View Tech Report

IT Spend

$130.4K

This year,

Generations Planning Group

is projected to spend

$130.4K

on IT, according to Aberdeen.

Active Website Tech Count

Generations Planning Group

is actively using

technologies for its website, according to BuiltWith. These include

Viewport Meta

IPhone / Mobile Compatible

, and

SSL by Default

Total IP

Generations Planning Group

has

registered trademark in the '

Insurance; financial affairs

' class, according to IPqwery.

Lists Featuring This Company

New York Wealth Management Companies

1,253 Number of Organizations • $38.5B Total Funding Amount • 540 Number of Investors

United States Wealth Management Companies (Top 10K)

9,632 Number of Organizations • $86.8B Total Funding Amount • 1,745 Number of Investors

Northeastern US Professional Services Companies (Top 10K)

9,800 Number of Organizations • $29.7B Total Funding Amount • 598 Number of Investors

Northeastern US Wealth Management Companies

3,397 Number of Organizations • $41.1B Total Funding Amount • 620 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Generations Planning Group

's headquarters?

Generations Planning Group

is located in

Albany, New York, United States