Allegis Advisor Group
We help independent advisors perfect their practice while encouraging a culture of integrity, education and giving back
45 employees · est. 2009 · South Jordan, United States
Planning The Future, inc
Your Legacy and Protection Start Today
1 employees · est. 2021 · Los Angeles, United States
Allegis Advisor Group is the older company (2009 vs 2021); Allegis Advisor Group is the larger of the two.
Side-by-Side Comparison
| Metric | Allegis Advisor Group | Planning The Future, inc |
|---|---|---|
| Founded | ||
| Founded | 2009 older | 2021 |
| Headquarters | ||
| Headquarters | South Jordan, United States | Los Angeles, United States |
| Employees | ||
| Employees | 45 larger | 1 |
| Industry | ||
| Industry | Financial Services | Marketing |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Not tracked yet |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Independent Advisors, Financial Security, Wealth Advisory, Risk Advisory, Integrity, Community Involvement, Business Development, Client Base Growth, Team Development, Efficiency Improvement, Annuities, Disability Insurance, Life Insurance, Securities | Insurance Advisory, Financial Planning, Retirement Planning, Life Insurance, Long-Term Care, Business Continuity, Asset Protection, Estate Planning, Final Expense Insurance, Annuity, Index Universal Life, Disability Income Insurance |
| Website | ||
| Website | allegisag.com | planningthefuture.org |
About Allegis Advisor Group
Allegis Advisor Group is a financial services startup founded in 2009 by Chris Miller. It aims to support independent advisors in perfecting their practice while fostering a culture of integrity, education, and philanthropy, as reflected in the company's slogan, "We help independent advisors perfect...
About Planning The Future, inc
Planning The Future, Inc. Slogan: "Helping families and individuals find the right coverage for a secure future." Description: Planning the Future, Inc. is committed to shaping and securing the future by empowering individuals, families, and businesses with strategic, tailored insurance and financ...
We will tell you when either one moves
BounceWatch watches Allegis Advisor Group and Planning The Future, inc for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
Funding, hiring, leadership and stack changes at Allegis Advisor Group and Planning The Future, i... — by email.
Frequently Asked Questions
Compare Allegis Advisor Group with someone else
Start typing a company name or domain.
Related Comparisons
Compiled from the BounceWatch company index. We last looked at Allegis Advisor Group on 14 Sep 2024, and Planning The Future, inc on 18 Nov 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.