When was Silvertree Plan founded?

Silvertree Plan was founded in 2018.

Where is Silvertree Plan located?

Silvertree Plan is headquartered in Stevens Point, United States.

How many employees does Silvertree Plan have?

As of Jun 30, 2026, the latest employee count at Silvertree Plan is 5.

Where does Silvertree Plan rank among its competitors?

Silvertree Plan ranks 6391st amongst 10809 active competitors, of which 289 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Goldman Sachs, which secured $996K in Aug, 2024.

Who are the top competitors of Silvertree Plan?

Silvertree Plan's top competitors include Fidelity Investments, FIS and S&P Global. Among them, Goldman Sachs secured the most recent funding round in August, 2024.

Silvertree Plan - 2026 Company Profile & Competitors

Silvertree Plan is an unfunded company based in Stevens Point (United States), founded in 2018. It operates as an It offers retirement planning for manufacturing employees. Silvertree Plan has not raised any funding yet. The company has 10809 active competitors, including 289 funded and 1004 that have exited. Its top competitors include companies like Fidelity Investments, FIS and S&P Global.

Company Details

It offers retirement planning for manufacturing employees. It provides personalized financial solutions focusing on financial security and clarity. The company combines local understanding of the manufacturing community's needs with national financial expertise. It offers prompt service, collaborative guidance, and clear communication, working with clients' existing advisors when needed. Services include investment, tax, and insurance strategies tailored to individual goals, with a focus on protecting assets and ensuring income throughout retirement. It also caters to high-net-worth individuals with advanced wealth management strategies.

Key Metrics

Founded Year

2018

Location

Stevens Point, United States

Stage

Unfunded

Ranked

6391^st among 10809 active competitors

Employee Count

5 as on Jun 30, 2026

Similar Companies

Fidelity Investments & 33316 more

View Silvertree Plan's full profile

Silvertree Plan has not raised any funding rounds yet.

Silvertree Plan's employee count trend

Silvertree Plan has 5 employees as of Jun 26. Here is Silvertree Plan's employee count trend over the years:

Employee count trend for Silvertree Plan

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Top competitors of Silvertree Plan include Fidelity Investments, FIS and S&P Global. Here is the list of Top 10 competitors of Silvertree Plan, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Fidelity Investments 1946, Boston (United States), Series F	Provider of brokerage accounts, retirement planning, wealth management, and trading platforms	$4.71B	World Capital Holdings Group, Burman Family ... & 5 others	81/100
2nd	FIS 1968, Jacksonville (United States), Acquired	Provider of software suite for banks and financial institutions	-	New Enterprise Associates, HP & 10 others	80/100
3rd	S&P Global 1917, New York City (United States), Public	Provider of essential intelligence and market analysis for global finance	-	Constellation Ventures, Temasek & 5 others	79/100
4th	Goldman Sachs 1869, New York City (United States), Public	Provider of investment banking asset management and financial advisory services	-	Berkshire Hathaway, Bondeinvest.com & 4 others	78/100
5th	Investec 1974, London (United Kingdom), Acquired	Specialist bank and wealth manager serving private and institutional clients	-	RBS International, Swedfund & 1 others	78/100
6th	Morgan Stanley 1935, New York City (United States), Public	Provider of wealth management, investment banking, sales, trading, and research services	-	IFC Asset Management Company, Sagard & 2 others	75/100
7th	Blackstone 1985, New York City (United States), Public	Diversified investment management firm	-	First Generation Capital, Stroud Companies ... & 2 others	72/100
8th	JPMorgan Chase 2000, New York (United States), Public	Provider of financial services to consumers and corporations	-	equitywestsecurities.com, Alua Capital Management ... & 6 others	71/100
9th	TPG 1992, Fort Worth (United States), Public	Operator of investment platforms across multiple asset classes and strategies	-	-	71/100
10th	Affiliated Managers Group 1993, West Palm Beach (United States), Public	Provider of asset management services	-	TA Associates, Mount Lucas Management	71/100
6391st	Silvertree Plan 2018, Stevens Point (United States), Unfunded	It offers retirement planning for manufacturing employees	-	-	18/100