Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
WealthPlan Advisors Logo
WealthPlan Advisors CB Rank
1160295
Heat Score
41
WealthPlan Advisors is a consulting firm that provides wealth management, investment and retirement plan services.
Acquired by
HUB International Logo
HUB International
Founded
obfuscation
Private Scottsdale, Arizona, United States11-50 www.wealthplanadvisor.com
Consulting
Finance
Financial Services
Overview

WealthPlan Advisors
Heat Score
41

Growth Score
pts
in past quarter
Heat Score 41
1 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 >
See more interactive data and historical milestones on desktop for the best experience

About WealthPlan Advisors

CB Rank
1160295
WealthPlan Advisors is a consulting firm that provides wealth management, investment and retirement plan services.
Acquired by
HUB International Logo
HUB International
Founded
obfuscation
Private Scottsdale, Arizona, United States11-50 www.wealthplanadvisor.com
Consulting
Finance
Financial Services

Details

Operating Status Closed
Company Type For Profit
About the Company
WealthPlan Advisors is a consulting firm that provides wealth management, investment and retirement plan services.
Phone Number +1-480-505-0234
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Plan Consulting
Consulting services for designing, managing, and optimizing retirement plans such as 401(k), 403(b), Defined Benefit, ESOP, and Non-Qualified Plans.
Wealth Management
Financial planning and wealth management services focused on investment strategies and retirement income management for individuals.

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

M&A Details

WealthPlan Advisors was acquired by HUB International on
obfuscation
.
Transaction Name 
WealthPlan Advisors acquired by HUB International Logo
WealthPlan Advisors acquired by HUB International
Acquired by 
HUB International Logo
HUB International
Announced Date 
obfuscation
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 11
News
Technology
View Tech Report

IT Spend

$336.4KThis year, WealthPlan Advisors is projected to spend $336.4K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Fundraiser Merchandise Logo
Fundraiser Merchandise
97
CNBC Logo
CNBC
94
Streaming Media Logo
Streaming Media
85

Actively Used Products

8WealthPlan Advisors uses 8 technology products and services including HTML5, Google Compute Engine, and  GreenSock Animation Platform, according to G2 Stack.

Active Website Tech Count

9WealthPlan Advisors is actively using 9 technologies for its website, according to BuiltWith. These include SSL by Default, HSTS, and  Cloudflare CDN.
Sub-Organizations
Frequently Asked Questions

Where is WealthPlan Advisors's headquarters? WealthPlan Advisors is located in Scottsdale, Arizona, United States.Who are WealthPlan Advisors's competitors? Alternatives and possible competitors to WealthPlan Advisors may include Vestwell, NFP, and  Lucid Advisors.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(ccb7a32 1)
|