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SmartPlan Investing Logo
SmartPlan Investing CB Rank
1519457
Heat Score
53
SmartPlan Investing is a multi-generational investment adviser that offers retirement planning, investment plan, and consulting services.
Founded
obfuscation
Private Jupiter, Florida, United States1-10 smartplaninvesting.com/
Consulting
Financial Services
Professional Services
Retirement
Overview

SmartPlan Investing
Heat Score
53

Growth Score
pts
in past quarter
Heat Score 53
-2 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 SmartPlan Investing

CB Rank
1519457
SmartPlan Investing is a multi-generational investment adviser that offers retirement planning, investment plan, and consulting services.
Founded
obfuscation
Private Jupiter, Florida, United States1-10 smartplaninvesting.com/
Consulting
Financial Services
Professional Services
Retirement

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Gene Hall
Phone Number +1 561-744-9516
Contact Email info@smartplaninvesting.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Plans
Customized investment strategies balancing capital growth and preservation by managing risk and returns according to client goals.
Investor Coaching
Personalized coaching to help clients understand their financial behaviors and develop strategies to achieve their financial goals.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 2 Contacts 7

Employee Profiles

News
Technology
View Tech Report

IT Spend

$107.8KThis year, SmartPlan Investing is projected to spend $107.8K on IT, according to Aberdeen.

Active Website Tech Count

24SmartPlan Investing is actively using 24 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Viewport Meta, and  HSTS.
Sub-Organizations
Frequently Asked Questions

Where is SmartPlan Investing's headquarters? SmartPlan Investing is located in Jupiter, Florida, United States.Who are SmartPlan Investing's competitors? Alternatives and possible competitors to SmartPlan Investing may include HighTower Advisors, Charles Schwab, and  Cerity Partners.
Who We Are
What We Do
Helpful Links
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