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LifePlan Group Logo
LifePlan Group CB Rank
1794440
Heat Score
56
LifePlan Group specializes in wealth management, retirement income strategy, tax preparation and estate planning solutions.
Founded
obfuscation
Private Raleigh, North Carolina, United States1-10 www.lifeplangroup.com/
Consulting
Finance
Financial Services
Overview

LifePlan Group
Heat Score
56

Growth Score
pts
in past quarter
Heat Score 56
-9 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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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About LifePlan Group

CB Rank
1794440
LifePlan Group specializes in wealth management, retirement income strategy, tax preparation and estate planning solutions.
Founded
obfuscation
Private Raleigh, North Carolina, United States1-10 www.lifeplangroup.com/
Consulting
Finance
Financial Services

Details

Operating Status Active
Company Type For Profit
Phone Number +1 919.858.6119
Contact Email contact@lifeplangroup.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management
A service that provides personalized financial planning and investment advisory to help clients manage and grow their wealth.
Retirement Income Strategy
A service focused on developing plans to generate sustainable income during retirement years.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 9
News
Technology
View Tech Report

Monthly Web Visits

659

IT Spend

$72.3KThis year, LifePlan Group is projected to spend $72.3K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Social Security Logo
Social Security
85
Microsoft (MSFT) Logo
Microsoft (MSFT)
85
Oracle (ORCL) Logo
Oracle (ORCL)
82

Active Website Tech Count

5LifePlan Group is actively using 5 technologies for its website, according to BuiltWith. These include Cloudflare CDN, Cloudflare, and  IPv6.
Sub-Organizations
Frequently Asked Questions

Where is LifePlan Group's headquarters? LifePlan Group is located in Raleigh, North Carolina, United States.Who are LifePlan Group's competitors? Alternatives and possible competitors to LifePlan Group may include HighTower Advisors, Charles Schwab, and  CAPTRUST.
Who We Are
What We Do
Helpful Links
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