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Money Plans Logo
Money Plans CB Rank
3015946
Heat Score
42
Money Plans is an advisory firm that specializes in financial planning, senior living planning and wealth management services.
Founded
obfuscation
Private Silver Spring, Maryland, United States51-100 www.moneyplans.com/
Advice
Financial Services
Wealth Management
Overview

Money Plans
Heat Score
42

Growth Score
pts
in past quarter
Heat Score 42
-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
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About Money Plans

CB Rank
3015946
Money Plans is an advisory firm that specializes in financial planning, senior living planning and wealth management services.
Founded
obfuscation
Private Silver Spring, Maryland, United States51-100 www.moneyplans.com/
Advice
Financial Services
Wealth Management

Details

Operating Status Active
Company Type For Profit
Phone Number +1-301-589-4250
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management
A service providing ongoing management of investment portfolios and comprehensive financial planning for clients with accounts over $300,000.
Investment Review and Design
A one-time service to create an investment plan for accounts under $300,000, including recommendations for employer-sponsored retirement plans.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 51-100
News
Technology
View Tech Report

Monthly Web Visits

360

IT Spend

$67.7KThis year, Money Plans is projected to spend $67.7K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Office Remodel Logo
Office Remodel
72
Active Shooter Preparedness Logo
Active Shooter Preparedness
69
Cryptocurrency Logo
Cryptocurrency
66

Active Website Tech Count

3Money Plans is actively using 3 technologies for its website, according to BuiltWith. These include Google Maps and  CommonCrawl Top 100m.
Sub-Organizations
Frequently Asked Questions

Where is Money Plans's headquarters? Money Plans is located in Silver Spring, Maryland, United States.Who are Money Plans's competitors? Alternatives and possible competitors to Money Plans may include Keystone Financial Group, Alpha Wealth Partners, and  AQuest Wealth.
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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