Insights

Niche Focus Small, boutique mortgage lender with a stated commitment to offering the lowest rates and terms, presenting an opening to partner with regional banks, credit unions, and fintech platforms seeking competitive loan products or exclusive rate guarantees.

Tech Stack Limited employment size but a defined technology footprint (iCIMS, Google Maps, reCAPTCHA, analytics) suggesting potential for integrated digital onboarding, CRM enhancements, or marketing tech partnerships to scale lead capture and client verification processes.

Product Breadth Offers a wide range of loan programs (conforming, jumbo, FHA, VA, hard money, bank statement, USDA) which creates cross-sell opportunities with lenders, insurance providers, and financial advisory firms looking to round out client financing options.

Growth Signals Revenue reported at a multiple of mid-range for a 2-10 employee firm; potential readiness for reseller partnerships, referral networks, or service outsourcers to support scaling operations and client acquisition.

Executive Access Named principal with identifiable NMLS credentials enables relationship outreach for strategic B2B collaborations, training programs, or co-branded marketing initiatives targeting loan origination improvements.

Similar companies to Planwealth Financial Services

Planwealth Financial Services Tech Stack

Planwealth Financial Services uses 8 technology products and services including iCIMS, Open Graph, parallax.js, and more. Explore Planwealth Financial Services's tech stack below.

  • Applicant Tracking Systems
  • Open Graph
    Content Management System
  • parallax.js
    Javascript Libraries
  • Google Maps
    Maps
  • reCAPTCHA
    Security
  • Animate.css
    UI Frameworks
  • Web Analytics
  • Microsoft IIS
    Web Servers

Planwealth Financial Services's Email Address Formats

Planwealth Financial Services uses at least 2 email formats:
Planwealth Financial Services Email FormatsExamplePercentage
FLast@planwealth.netJDoe@planwealth.net
50%
First@planwealth.netJohn@planwealth.net
50%

Frequently Asked Questions

What is Planwealth Financial Services's official website and social media links?

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Planwealth Financial Services's official website is planwealth.net and has social profiles on LinkedIn.

How much revenue does Planwealth Financial Services generate?

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As of August 2026, Planwealth Financial Services's annual revenue is estimated to be $1M - $10M.

What is Planwealth Financial Services's NAICS code?

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Planwealth Financial Services's NAICS code is 52 - Finance and Insurance.

How many employees does Planwealth Financial Services have currently?

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As of August 2026, Planwealth Financial Services has approximately 7 employees across 2 continents, including North America and Africa. Key team members include President, Mortgage Broker, Loan Officer: D. L. and Mortgage Broker: L. L. Explore Planwealth Financial Services's employee directory with LeadIQ.

What industry does Planwealth Financial Services belong to?

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Planwealth Financial Services operates in the Financial Services industry.

What technology does Planwealth Financial Services use?

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Planwealth Financial Services's tech stack includes iCIMS, Open Graph, parallax.js, Google Maps, reCAPTCHA, Animate.css, Piwik PRO Core and Microsoft IIS.

What is Planwealth Financial Services's email format?

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Planwealth Financial Services's email format typically follows the pattern of FLast@planwealth.net. Find more Planwealth Financial Services email formats with LeadIQ.

When was Planwealth Financial Services founded?

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Planwealth Financial Services was founded in 1983.
Planwealth Financial Services logo

Planwealth Financial Services

Financial ServicesTexas, United States2-10 Employees

Planwealth Financial Services operates in the financial services sector, offering a range of mortgage products that include conforming, jumbo, FHA, VA, hard money, bank statement, and USDA loans. The firm emphasizes securing favorable rate and term options for clients by evaluating competing quotes and providing a competitive analysis upon request. Based in McKinney, Texas, the company serves individual borrowers seeking diverse loan solutions and personalized guidance through the mortgage process.

With a small professional team, Planwealth positions itself to assist clients in navigating loan options and securing terms that meet their financial needs. The company is led by Drew LaBarbera (NMLS 260569) and operates under Planwealth Financial Services (NMLS 353502), focusing on delivering customized mortgage considerations within the broader financial services landscape.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
1983
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Planwealth Financial Services's revenue is estimated to be in the range of $1M - $10M

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