Insights

Independent Wealth Focus Planning Alternatives is an independent wealth management firm with a long-standing client-centric approach, presenting an opportunity to discuss advanced financial planning tools, client acquisition strategies, and enhanced portfolio analytics for growth.

Growth through Leadership Recent high-profile hires including an Owner and a Co-Founder/CEO signal strategic expansion and leadership changes, suggesting a potential need for scalable technology, onboarding processes, and change management solutions.

Tech Stack Synergy Current technologies include HubSpot, LinkedIn Insight Tag, Simpli.fi, Shopify, WP Engine, New Relic, and Microsoft Teams, indicating opportunities for marketing automation enhancements, site performance optimizations, and data-driven client engagement solutions.

Financial Scale With revenue in the $25M–$50M range and 11–50 employees, the firm is positioned for mid-market services, presenting a fit for solutions that scale with mid-sized financial firms, such as CRM customization, security/compliance tooling, and advisory workflow automation.

Market Positioning Comparisons to large incumbents suggest emphasis on objectivity and personalized service; this creates selling points for differentiation-focused technology or services that enhance client experience, analytics, and retention programs in a competitive financial services landscape.

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Planning Alternatives Tech Stack

Planning Alternatives uses 8 technology products and services including HubSpot Analytics, Linkedin Insight Tag, HubSpot Content Hub, and more. Explore Planning Alternatives's tech stack below.

HubSpot Analytics
Analytics
Linkedin Insight Tag
Analytics
HubSpot Content Hub
Content Management System
Simpli.fi
Demand Side Platforms
Shopify
E-commerce
WP Engine
Platform As A Service
New Relic
Real User Monitoring
Microsoft Teams
Team Collaboration

Media & News

Planning Alternatives's Email Address Formats

Planning Alternatives uses at least 4 email formats:

Planning Alternatives Email Formats	Example	Percentage
First.Last@planningalt.com	John.Doe@planningalt.com	72%
First.L@planningalt.com	John.D@planningalt.com	21%
Last@planningalt.com	Doe@planningalt.com	5%
FLast@planningalt.com	JDoe@planningalt.com	2%

Frequently Asked Questions

What is Planning Alternatives's phone number?

You can contact Planning Alternatives's main corporate office by phone at

+1-248-645-****

. 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 Planning Alternatives's official website and social media links?

Planning Alternatives's official website is planningalt.com and has social profiles on LinkedIn.

How much revenue does Planning Alternatives generate?

As of September 2026, Planning Alternatives's annual revenue is estimated to be $25M - $50M.

What is Planning Alternatives's NAICS code?

Planning Alternatives's NAICS code is 52 - Finance and Insurance.

How many employees does Planning Alternatives have currently?

As of September 2026, Planning Alternatives has approximately 32 employees across 1 continents, including North America. Key team members include Chief Operating Officer: M. S., President: N. M. and Director Of Operations: L. L. N. Explore Planning Alternatives's employee directory with LeadIQ.

What industry does Planning Alternatives belong to?

Planning Alternatives operates in the Financial Services industry.

What technology does Planning Alternatives use?

Planning Alternatives's tech stack includes HubSpot Analytics, Linkedin Insight Tag, HubSpot Content Hub, Simpli.fi, Shopify, WP Engine, New Relic and Microsoft Teams.

What is Planning Alternatives's email format?

Planning Alternatives's email format typically follows the pattern of First.Last@planningalt.com. Find more Planning Alternatives email formats with LeadIQ.

When was Planning Alternatives founded?

Planning Alternatives was founded in 1982.

Planning Alternatives

Q: What is Planning Alternatives's official website and social media links?

Planning Alternatives's official website is planningalt.com. Planning Alternatives has social profiles on LinkedIn.

Q: How many employees does Planning Alternatives have currently?

Planning Alternatives has approximately 32 employees.

Q: What technology does Planning Alternatives use?

Planning Alternatives's tech stack includes Yoast SEO, ZURB Foundation, HubSpot Content Hub, Microsoft Word, Envoy.

Q: What is Planning Alternatives's NAICS code?

Planning Alternatives's NAICS code is 52 (Finance and Insurance).

Financial ServicesMichigan, United States11-50 Employees

Planning Alternatives is an independent wealth management firm that has served clients since 1983. Based in Birmingham, Michigan, the company emphasizes objectivity, personalized service, and a steady focus on acting in clients’ best interests. Its core offering centers on helping clients make informed decisions about their wealth, with an emphasis on clear guidance tailored to individual circumstances. The firm operates within the financial services industry and serves a client base seeking objective, client-focused wealth management solutions. Recent organizational changes include the addition of new leadership, reflecting ongoing collaboration with leaders who bring diverse experience to technology, leadership, and value-driven approach to growth.