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The Wealth Plan Company Logo
The Wealth Plan Company CB Rank
1005521
Heat Score
39
The Wealth Plan Company is a financial advisory firm that provides retirement planning and investment planning services.
Founded
obfuscation
Private Wilmington, North Carolina, United States1-10 thewealthplancompany.com
Advice
Consulting
Finance
Financial Services
Professional Services
Retirement
Overview

The Wealth Plan Company
Heat Score
39

Growth Score
pts
in past quarter
Heat Score 39
-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 Events
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 The Wealth Plan Company

CB Rank
1005521
The Wealth Plan Company is a financial advisory firm that provides retirement planning and investment planning services.
Founded
obfuscation
Private Wilmington, North Carolina, United States1-10 thewealthplancompany.com
Advice
Consulting
Finance
Financial Services
Professional Services
Retirement

Details

Legal Name Triad Hybrid Solutions, LLC
Operating Status Active
Company Type For Profit
Phone Number 1 (910) 679-4370
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Planning
A service that helps clients develop strategies to generate income and manage finances for retirement.
Investment Planning
A service focused on managing and growing clients' investment portfolios aligned with their financial goals and risk profile.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 5
News

News and Press

News•Apr 22, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

55

IT Spend

$84.9KThis year, The Wealth Plan Company is projected to spend $84.9K on IT, according to Aberdeen.

Active Website Tech Count

3The Wealth Plan Company is actively using 3 technologies for its website, according to BuiltWith. These include Common Crawl, WordPress 7.0, and  CommonCrawl Top 100m.
Sub-Organizations
Frequently Asked Questions

Where is The Wealth Plan Company's headquarters? The Wealth Plan Company is located in Wilmington, North Carolina, United States.Who are The Wealth Plan Company's competitors? Alternatives and possible competitors to The Wealth Plan Company may include Charles Schwab, LPL Financial, and  Ameriprise Financial.
Who We Are
What We Do
Helpful Links
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