Insights

Loading spinner
Gathering insights about Capital Planning Partners, LLC

Capital Planning Partners, LLC Tech Stack

Capital Planning Partners, LLC uses 8 technology products and services including CookieYes, Smart Slider 3, oEmbed, and more. Explore Capital Planning Partners, LLC's tech stack below.

  • CookieYes
    Cookie Compliance
  • Smart Slider 3
    Design
  • oEmbed
    Dev Tools
  • Google Maps
    Maps
  • Yoast SEO
    Search Engines
  • Google Tag Manager
    Tag Management
  • Endurance Page Cache
    Web Platform Extensions
  • Apache HTTP Server
    Web Servers

Media & News

Capital Planning Partners, LLC's Email Address Formats

Capital Planning Partners, LLC uses at least 2 format(s):
Capital Planning Partners, LLC Email FormatsExamplePercentage
FLast@cap-plan.comJDoe@cap-plan.com
100%

Frequently Asked Questions

Where is Capital Planning Partners, LLC's headquarters located?

Minus sign iconPlus sign icon
Capital Planning Partners, LLC's main headquarters is located at One Almaden Boulevard, Suite 610, San Jose, California 95113, US. The company has employees across 2 continents, including North AmericaEurope.

What is Capital Planning Partners, LLC's phone number?

Minus sign iconPlus sign icon
You can contact Capital Planning Partners, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Capital Planning Partners, LLC's official website and social media links?

Minus sign iconPlus sign icon
Capital Planning Partners, LLC's official website is capitalplanningpartners.com and has social profiles on LinkedIn.

What is Capital Planning Partners, LLC's NAICS code?

Minus sign iconPlus sign icon
Capital Planning Partners, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Capital Planning Partners, LLC have currently?

Minus sign iconPlus sign icon
As of December 2025, Capital Planning Partners, LLC has approximately 2 employees across 2 continents, including North AmericaEurope. Key team members include Managing Director: K. N.: C. T.. Explore Capital Planning Partners, LLC's employee directory with LeadIQ.

What industry does Capital Planning Partners, LLC belong to?

Minus sign iconPlus sign icon
Capital Planning Partners, LLC operates in the Financial Services industry.

What technology does Capital Planning Partners, LLC use?

Minus sign iconPlus sign icon
Capital Planning Partners, LLC's tech stack includes CookieYesSmart Slider 3oEmbedGoogle MapsYoast SEOGoogle Tag ManagerEndurance Page CacheApache HTTP Server.

What is Capital Planning Partners, LLC's email format?

Minus sign iconPlus sign icon
Capital Planning Partners, LLC's email format typically follows the pattern of FLast@cap-plan.com. Find more Capital Planning Partners, LLC email formats with LeadIQ.

Capital Planning Partners, LLC

Financial ServicesUnited States2-10 Employees

Capital Planning Partners is a leading wealth management firm focused on providing integrated solutions for private and corporate clients.  We assist affluent families, corporate executives, and business owners achieve their wealth accumulation, wealth preservation, and wealth transfer goals.  Our team has significant experience handling the most sophisticated and complex personal and business planning issues.

Section iconCompany Overview

Headquarters
One Almaden Boulevard, Suite 610, San Jose, California 95113, US
Phone number
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Capital Planning Partners, LLC's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Capital Planning Partners, LLC's revenue is estimated to be in the range of $1M$10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.