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Platinum Planning Logo
Platinum Planning Growth Score
84
CB Rank
1525551
Heat Score
58
Platinum Planning offers programs for investment management, estate conservation, social security education, and college savings plans.
Founded
obfuscation
Private Sarasota, Florida, United States www.platinumplanninginc.com
Consulting
Financial Services
Retirement
Overview

Platinum Planning
Growth Score
84
Heat Score
58

Growth Score84
-3 pts
in past quarter
Heat Score 58
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 >
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About Platinum Planning

CB Rank
1525551
Platinum Planning offers programs for investment management, estate conservation, social security education, and college savings plans.
Founded
obfuscation
Private Sarasota, Florida, United States www.platinumplanninginc.com
Consulting
Financial Services
Retirement

Details

Legal Name Platinum Planning, Inc.
Operating Status Active
Company Type For Profit
Phone Number +1 941-444-5260
Contact Email rw@platinumplanninginc.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Discretionary Fee-Based Investment Plans
Investment management plans where Platinum Planning manages client portfolios for a fee without proprietary product incentives.
Separately Managed Account Platforms
Platforms offering individually managed investment accounts tailored to client needs and managed by professional advisors.

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Financials
Market Intelligence
People
View Profiles & Contacts
News
Technology
View Tech Report

IT Spend

$70.5KThis year, Platinum Planning is projected to spend $70.5K on IT, according to Aberdeen.

Active Website Tech Count

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

Where is Platinum Planning's headquarters? Platinum Planning is located in Sarasota, Florida, United States.Who are Platinum Planning's competitors? Alternatives and possible competitors to Platinum Planning may include Wealthstream Advisors, Bellatore Financial, and  Grandview Wealth Management.
Who We Are
What We Do
Helpful Links
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