When was WealthPlan Group founded?

WealthPlan Group was founded in 1989.

Where is WealthPlan Group located?

WealthPlan Group is headquartered in Omaha, United States.

How many employees does WealthPlan Group have?

As of Jun 30, 2026, the latest employee count at WealthPlan Group is 31.

Where does WealthPlan Group rank among its competitors?

WealthPlan Group ranks 145th amongst 3176 active competitors, of which 227 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Farther, which secured $150M in May, 2026.

Who are the top competitors of WealthPlan Group?

WealthPlan Group's top competitors include Dezerv, Farther and Warren. Among them, Farther secured the most recent funding round in May, 2026.

WealthPlan Group - 2026 Company Profile & Competitors

Company Details

Website: wealthplan.group
Social

Key Metrics

Founded Year

1989

Location

Omaha, United States

Stage

Unfunded

Ranked

145^th among 3176 active competitors

Employee Count

31 as on Jun 30, 2026

Similar Companies

Dezerv & 3243 more

View WealthPlan Group's full profile

WealthPlan Group has not raised any funding rounds yet.

WealthPlan Group's employee count trend

WealthPlan Group has 31 employees as of Jun 26. Here is WealthPlan Group's employee count trend over the years:

Employee count trend for WealthPlan Group

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Top competitors of WealthPlan Group include Dezerv, Farther and Warren. Here is the list of Top 10 competitors of WealthPlan Group, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Dezerv 2021, Mumbai (India), Series C	Wealth management platform offering financial planning and advisory service	$100M	Accel, Premji Invest & 49 others	78/100
2nd	Farther 2019, New York City (United States), Series D	App-based financial planning and management platform for individuals	$272M	Bessemer Venture Partners, CapitalG & 14 others	68/100
3rd	Warren 2014, Porto Alegre (Brazil), Series C	Diversified investment management firm	$105M	GIC, QED Investors & 14 others	68/100
4th	Pontera 2012, New York City (United States), Series C	Tax management solutions for businesses	$160M	Lightspeed Venture Partners, Horizons Ventures ... & 11 others	68/100
5th	Origin 2019, San Francisco (United States), Series B	Financial planning solutions for employees	$68M	Felicis Ventures, General Catalyst & 13 others	66/100
6th	ET Money 2014, Gurugram (India), Acquired	App-based mutual fund investment platform	-	-	63/100
7th	Compound 2019, San Francisco (United States), Series B	Wealth and financial management platform	$37.1M	Greenoaks, Y Combinator & 15 others	62/100
8th	Phoenix Group 1782, London (United Kingdom), Public	Provider of long-term savings, retirement, and life insurance solutions	-	Kingdom Holding Company, TDR Capital & 2 others	61/100
9th	Scottish Widows 1815, Edinburgh (United Kingdom), Public	Women bank	-	-	60/100
10th	Caja Los Andes 1953, Providencia (Chile), Funding Raised	App-based financial planning and management platform for individuals	-	Creation Investments	59/100
145th	WealthPlan Group 1989, Omaha (United States), Unfunded	Online platform for investments solutions	-	-	39/100