The Planning Center

The Planning Center

United States; California United States; Illinois United States; Americas; North America; Northwest; Great Lakes
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Investor info
Type
Registered Investment Advisors
Stage focus
  • Seed Round
Industry focus
Description
The Planning Center is a financial planning firm that offers personalized financial advice, investment management, and wealth planning services to individuals and families to help them achieve their financial goals and navigate life transitions.
Previous investments
  • Company
    Amount
    Round
  • Example example company Inc
    1000000
    Investor meetings
  • Company & Company
    11000000
    Series C funding
  • Example
    524000
    Seed round A
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Connected people
Email visible after logging in
  • Example Example
    Example Exampleexample[email protected]
  • Example Exampleexample
    Example Exampleexample
  • Notexample Examplenot
    Notexample Examplenotexample example[email protected]
  • Example Examplenotexample
    Example Examplenotexampleexample example[email protected]
  • Example Example
    Example Exampleexample[email protected]
  • Example Example
    Example Exampleexample[email protected]
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