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 Jul 01, 2024, the latest employee count at WealthPlan Group is 11 - 50.

Is WealthPlan Group a funded company?

WealthPlan Group is a funded company, having raised a total of $***** in its 1st and only funding round.

Where does WealthPlan Group rank among its competitors?

WealthPlan Group ranks 224th amongst 2954 active competitors, of which 222 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, Nuvama and Farther. 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

224^th among 2954 active competitors

Employee Count

11 - 50 as on Jul 01, 2024

Similar Companies

Dezerv & 3036 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 11 - 50 employees as of Jul 24. 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, Nuvama and Farther. 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	Premji Invest, Accel & 49 others	77/100
2nd	Nuvama 1993, Mumbai (India), Public	Diversified of wealth & asset management services	-	Tryrock, Sanaka India	75/100
3rd	Farther 2019, New York City (United States), Series D	App-based financial planning and management platform for individuals	$272M	CapitalG, General Atlantic & 13 others	68/100
4th	Pontera 2012, New York City (United States), Series C	Tax management solutions for businesses	$160M	Lightspeed Venture Partners, Blumberg Capital ... & 11 others	68/100
5th	Phoenix Group 1782, London (United Kingdom), Public	Provider of long-term savings, retirement, and life insurance solutions	-	Kingdom Holding Company, TDR Capital & 2 others	67/100
6th	Ascensus 1980, Dresher (United States), Acquired	Tax-advantaged savings solutions and strategic technology partnerships for financial institutions and governments	-	Atlas Merchant Capital	66/100
7th	Origin 2019, San Francisco (United States), Series B	Financial planning solutions for employees	$68M	General Catalyst, Felicis Ventures & 13 others	66/100
8th	Fisher Investments 1979, Camas (United States), Unfunded	Provider of wealth management, retirement planning, and investment advisory services	-	-	64/100
9th	ET Money 2014, Gurugram (India), Acquired	App-based mutual fund investment platform	-	-	63/100
10th	LIQID 2015, Berlin (Germany), Series D	Provider of wealth management and investment solutions for experienced investors	$153M	LGT Group, Dieter von Holtzbrinck Ventures ... & 17 others	63/100
224th	WealthPlan Group 1989, Omaha (United States), Unfunded	Online platform for investments solutions	-	-	36/100