Insights

Strategic Acquisition Moves Raymond James is actively expanding its asset management portfolio through significant acquisitions, notably the planned $46 billion purchase of Clark Capital Management Group. This demonstrates a strategic focus on enhancing asset management capabilities, indicating opportunities for financial technology providers and asset management service vendors to offer complementary solutions.

Product Innovation Launches The company recently launched active ETFs, reflecting a commitment to innovative product offerings in response to evolving market trends. This opens potential avenues for investment platform providers and financial analytics firms to collaborate on new fund products or enhance existing trading platforms.

Expansion and Talent Acquisition Raymond James is recruiting senior portfolio managers and advisors, including key hires like Steve Reimer and Sean Murphy, signaling a focus on strengthening its advisory team and client service capabilities. Vendor solutions in recruitment, professional development, or client engagement technology could find opportunities here.

Technology Adoption The company employs a modern tech stack with tools like Azure DevOps, AWS, and Adobe Creative Cloud, showcasing a focus on leveraging cloud computing and collaborative development platforms. This creates openings for cloud service providers, cybersecurity firms, and enterprise software vendors to support and enhance their infrastructure.

Market Growth and Opportunities With revenue estimates between one and ten million dollars and an aggressive expansion strategy through acquisitions and product launches, Raymond James presents opportunities for B2B service providers in financial technology, asset management, compliance solutions, and client engagement tools to support its growth trajectory.

Planned Results Tech Stack

Planned Results uses 8 technology products and services including Oracle Financial Services Analytical Applications, Azure DevOps Server, Adobe Creative Cloud, and more. Explore Planned Results's tech stack below.

  • Oracle Financial Services Analytical Applications
    Accounting And Finance
  • Azure DevOps Server
    Application Development & Management
  • Adobe Creative Cloud
    Audio, Video, Graphics
  • Amazon Web Services
    Cloud Hosting
  • Entity Framework
    Data Management
  • Azure DevOps
    Devops
  • Microsoft Team Foundation Server
    Project Management
  • PowerShell
    Security

Media & News

Planned Results's Email Address Formats

Planned Results uses at least 1 format(s):
Planned Results Email FormatsExamplePercentage
First.Last@raymondjames.comJohn.Doe@raymondjames.com
81%
Last.First@raymondjames.comDoe.John@raymondjames.com
9%
FLast@raymondjames.comJDoe@raymondjames.com
6%
F.Last@raymondjames.comJ.Doe@raymondjames.com
4%

Frequently Asked Questions

What is Planned Results's phone number?

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You can contact Planned Results'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 Planned Results's official website and social media links?

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Planned Results's official website is raymondjames.com and has social profiles on LinkedIn.

How much revenue does Planned Results generate?

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As of January 2026, Planned Results's annual revenue is estimated to be $6.5B.

What is Planned Results's SIC code NAICS code?

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Planned Results's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Planned Results have currently?

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As of January 2026, Planned Results has approximately 7 employees across 1 continents, including North America. Key team members include President And Cofounder: L. B.Owner: R. C.Principal: S. K.. Explore Planned Results's employee directory with LeadIQ.

What industry does Planned Results belong to?

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Planned Results operates in the Financial Services industry.

What technology does Planned Results use?

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Planned Results's tech stack includes Oracle Financial Services Analytical ApplicationsAzure DevOps ServerAdobe Creative CloudAmazon Web ServicesEntity FrameworkAzure DevOpsMicrosoft Team Foundation ServerPowerShell.

What is Planned Results's email format?

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Planned Results's email format typically follows the pattern of First.Last@raymondjames.com. Find more Planned Results email formats with LeadIQ.

Planned Results

Financial ServicesNew York, United States2-10 Employees

Planned Results is a Financial Services company located in 38 E Bridge St, Oswego, New York, United States.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    Planned Results's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Planned Results's revenue is estimated to be in the range of $1M$10M

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