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eFinPLAN LLC logo — company profile

eFinPLAN LLC

Founded 2007 United States Columbus, United States 2-10 employees Financial Services

General Information

Company Name eFinPLAN LLC
Founded Year 2007
Location United States Columbus, United States +1
Employees 2-10
Industries Financial Services
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About eFinPLAN LLC

eFinPLAN LLC is a financial technology startup founded in 2007 in the United States. The company offers comprehensive financial planning software tailored for individuals, providing access to low-cost financial planning previously unavailable to regular consumers. In addition to serving individual users, eFinPLAN also offers custom applications for financial institutions such as credit unions, banks, retirement plans, employer-provided financial wellness programs, and employee benefits. The company's mission is to empower individuals to take charge of their financial well-being through its accessible and user-friendly platform. Currently, eFinPLAN does not have publicly disclosed information regarding its last investment or the involved investors. This presents an opportunity for venture capitalists seeking to invest in innovative financial services technology. With its potential to democratize financial planning, eFinPLAN could be an attractive prospect for investors looking to support disruptive solutions in the financial services industry.

Taxonomy: financial planning software, low-cost financial planning, custom applications, financial institutions, credit unions, banks, retirement plans, employer provided financial wellness programs, employee benefits, consumer finance, personal finance, financial management, risk-free trial

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eFinPLAN LLC Alternatives & Competitors

eFinPLAN LLC vs
Money Tree Ventures
Money Tree Ventures

Discover financial peace of mind with comprehensive insurance and retirement planning tailored for a...

0-1 employees
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eFinPLAN LLC vs
Siam Wealth Management Co., Ltd.
Siam Wealth Management Co., Ltd. Thailand

Sustainer of your sustainable wealthiness.

32 employees
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eFinPLAN LLC vs
Client First Capital
Client First Capital United States

We work alongside our clients and their families to build and maintain a secure financial future.

6 employees
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FAQ About eFinPLAN LLC

eFinPLAN is comprehensive financial planning software for all type of individuals. For the first time it is easily accessible for the regular consumer to have access to low-cost financial planning. eFinPLAN also provides custom applications for financial institutions including credit unions, banks,...
eFinPLAN LLC was founded in 2007.
eFinPLAN LLC is headquartered in Columbus, United States.
eFinPLAN LLC operates in the following industries: Financial Services.
eFinPLAN LLC has approximately 2-10 employees.
Top alternatives and competitors to eFinPLAN LLC include Money Tree Ventures, Siam Wealth Management Co., Ltd., Client First Capital, Bill Few Associates, Inc., The Pacific Bridge Companies. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
eFinPLAN LLC and Money Tree Ventures are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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