Resource Financial Planning, Inc.
The Retirement Specialists
13 employees · est. 1982 · Portland, United States
Resource Financial Planning, Inc. is the older company (2022 vs 1982).
Side-by-Side Comparison
| Metric | Equip | Resource Financial Planning, Inc. |
|---|---|---|
| Founded | ||
| Founded | 2022 | 1982 older |
| Headquarters | ||
| Headquarters | Amsterdam, The Netherlands | Portland, United States |
| Employees | ||
| Employees | 16 | 13 |
| Industry | ||
| Industry | Financial Services, SaaS | Financial Services, Wealth Management |
| Funding Stage | ||
| Funding Stage | Pre Seed | Not tracked yet |
| Total Funding | ||
| Total Funding | $2.10M | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | 2 | Not tracked yet |
| Services | ||
| Services | Developing financial technology, Financial choices awareness, Insight and advice products, Financial services partnerships, Employee activation solutions | Not tracked yet |
| Target Customers | ||
| Target Customers | Employers, Pension sector entities, Financial advisors, Individual consumers | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Financial Advice, FinTech, Scalable Solutions, Financial Coaching, Employee Benefits, Pension Planning, Life Event Financial Planning, White-label Solutions, Insurance Brokers, Pension Funds, Financial Decision-making, Financial Technology, VC-funded | Financial Planning, Investment Management, Retirement Planning, Registered Investment Advisor, Wealth Management, Securities, Broker/Dealer, Independent Advisor, FINRA, SIPC, Registered Broker, Wealth Inc., Advisory Services, Portland |
| Website | ||
| Website | withequip.com | resourcefinancial.com |
About Equip
Equip, founded in 2022 and headquartered in The Netherlands, is revolutionizing the financial services landscape with their platform, "Platform voor financieel inzicht." By leveraging modern technology, Equip aims to make high-quality financial advice universally accessible through scalable distribu...
About Resource Financial Planning, Inc.
Resource Financial Planning, Inc. is a leading player in the financial services and wealth management industries. Established in 1982, the company has continually evolved and adapted to meet the ever-changing needs of its clients. With its headquarters based in the United States, the company has sol...
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BounceWatch watches Equip and Resource Financial Planning, Inc. for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
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Compiled from the BounceWatch company index. We last looked at Equip on 21 Jun 2026, and Resource Financial Planning, Inc. on 12 Sep 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.