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.
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 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.
| Planned Results Email Formats | Percentage |
| First.Last@raymondjames.com | 81% |
| Last.First@raymondjames.com | 9% |
| FLast@raymondjames.com | 6% |
| F.Last@raymondjames.com | 4% |
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.
Planned Results's revenue is estimated to be in the range of $1M$10M
Planned Results's revenue is estimated to be in the range of $1M$10M