Downshift Financial
Financial Independence | Early Retirement | Semi-Retirement | Fee-Only Fiduciary | No Commissions
2 employees · est. 2021 · Broomfield, United States
S.E.E.D. Planning Group, LLC
Fee-Only Financial Planning by Fiduciaries
31 employees · est. 2013 · Binghamton, United States
S.E.E.D. Planning Group, LLC is the older company (2021 vs 2013); S.E.E.D. Planning Group, LLC is the larger of the two.
Side-by-Side Comparison
| Metric | Downshift Financial | S.E.E.D. Planning Group, LLC |
|---|---|---|
| Founded | ||
| Founded | 2021 | 2013 older |
| Headquarters | ||
| Headquarters | Broomfield, United States | Binghamton, United States |
| Employees | ||
| Employees | 2 | 31 larger |
| Industry | ||
| Industry | Financial Services | Financial Services, Wealth Management |
| 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 | Financial Planning, Semi-Retirement, Early Retirement, Financial Independence, FIRE, Work-Life Balance, Passion Projects, Real Financial Planning, Fee-Only Fiduciary, No Commissions, Lifestyle Design, Rat Race Opt-Out, Fiduciary Oath, Flat Rate Pricing, Life Fulfillment | Fee-only Financial Planning, Investment Fiduciary, NAPFA Member, Wealth Management, Financial Education, Retirement Planning, Estate Planning, Budgeting, Debt Management, Insurance Assessment, Employee Benefits, College Planning, Elder Care Planning, Transparent Costs, Situational Planning |
| Website | ||
| Website | downshiftfinancial.com | seedpg.com |
About Downshift Financial
Downshift Financial is a US-based financial services startup founded in 2021 with a focus on financial independence, early retirement, semi-retirement, and real financial planning. Their services are oriented towards helping individuals achieve a healthier work-life balance and pursue their desired...
About S.E.E.D. Planning Group, LLC
S.E.E.D. Planning Group, LLC is a fee-only financial planning and investment fiduciary company founded in 2013. Their slogan "Fee-Only Financial Planning by Fiduciaries" reflects their ethos of putting client needs first. The company aims to provide high-quality financial planning services to all, i...
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BounceWatch watches Downshift Financial and S.E.E.D. Planning Group, LLC 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 Downshift Financial and S.E.E.D. Planning Grou... — by email.
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Compiled from the BounceWatch company index. We last looked at Downshift Financial on 27 Oct 2024, and S.E.E.D. Planning Group, LLC on 11 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.