Insights

Client-Centric Approach Platania Financial emphasizes building long-term relationships and providing personalized, thorough financial planning, indicating an openness to innovative client engagement tools and advanced communication platforms to enhance client experience.

Niche Market Focus Operating primarily in the retirement planning sector with a small team, the company may benefit from targeted marketing automation and CRM solutions to optimize outreach and relationship management with high-net-worth or nearing-retirement clients.

Technology Utilization Using a range of online tools like Google Analytics and Cloudflare, Platania Financial values digital presence and analytics, suggesting opportunities for advanced digital marketing, website optimization, and cybersecurity services to strengthen online client acquisition.

Growth Potential With revenues between one to ten million dollars and a specialized focus, there is potential for scalable technology solutions such as financial data analytics or wealth management software to support expansion and diversify service offerings.

Industry Alignment As part of a competitive landscape alongside large firms like Fidelity and Charles Schwab, Platania Financial might be interested in strategic partnership opportunities, financial technology integrations, or targeted educational content to differentiate itself and attract niche clients.

Platania Financial, Inc. Tech Stack

Platania Financial, Inc. uses 8 technology products and services including Cloudflare, Open Graph, Google Fonts API, and more. Explore Platania Financial, Inc.'s tech stack below.

  • Cloudflare
    Content Management System
  • Open Graph
    Content Management System
  • Google Fonts API
    Font Scripts
  • jQuery
    Javascript Libraries
  • Google Maps
    Maps
  • Cloudflare Bot Management
    Security
  • Google Analytics
    Web Analytics
  • AddThis
    Widgets

Media & News

Platania Financial, Inc.'s Email Address Formats

Platania Financial, Inc. uses at least 1 format(s):
Platania Financial, Inc. Email FormatsExamplePercentage
F.Last@plataniafinancial.comJ.Doe@plataniafinancial.com
25%
First@plataniafinancial.comJohn@plataniafinancial.com
25%
FLast@plataniafinancial.comJDoe@plataniafinancial.com
25%
FirLast@plataniafinancial.comJohDoe@plataniafinancial.com
25%

Frequently Asked Questions

What is Platania Financial, Inc.'s phone number?

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You can contact Platania Financial, Inc.'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 Platania Financial, Inc.'s official website and social media links?

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Platania Financial, Inc.'s official website is plataniafinancial.com and has social profiles on LinkedIn.

What is Platania Financial, Inc.'s NAICS code?

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Platania Financial, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Platania Financial, Inc. have currently?

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As of December 2025, Platania Financial, Inc. has approximately 4 employees across 2 continents, including North AmericaEurope. Key team members include Owner: J. P.Client Relationship Manager: C. H.. Explore Platania Financial, Inc.'s employee directory with LeadIQ.

What industry does Platania Financial, Inc. belong to?

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Platania Financial, Inc. operates in the Financial Services industry.

What technology does Platania Financial, Inc. use?

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Platania Financial, Inc.'s tech stack includes CloudflareOpen GraphGoogle Fonts APIjQueryGoogle MapsCloudflare Bot ManagementGoogle AnalyticsAddThis.

What is Platania Financial, Inc.'s email format?

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Platania Financial, Inc.'s email format typically follows the pattern of F.Last@plataniafinancial.com. Find more Platania Financial, Inc. email formats with LeadIQ.

When was Platania Financial, Inc. founded?

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Platania Financial, Inc. was founded in 1991.

Platania Financial, Inc.

Financial ServicesIllinois, United States2-10 Employees

At Platania Financial, Inc., we believe success is built on the foundation of solid, long-term relationships.  Our mission is to help our clients live comfortably and confidently during their retirement years.  

We use our disciplined financial planning process and asset management strategies to help clients pursue their financial and retirement planning goals.  We believe strategies should be based on a thorough understanding of their financial situation, as well as knowing exactly what they are trying to accomplish.

We strive to provide prompt, competent, and courteous service.  Our clients deserve quality financial services and creative, intelligent strategies at a fair price.

Platania Financial is based in Arlington Heights, Illinois and works with investors across the country.  Our advisors are registered representatives with LPL Financial.

To learn more, visit www.plataniafinancial.com.

Platania Financial is located at 2 W. Northwest Highway, Arlington Heights, IL 60004. 

Securities and financial planning offered through LPL Financial, a registered investment advisor. Member SIPC sipc.org

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
• For a list of states in which we are registered to do business, please visit www.plataniafinancial.com

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1991
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Platania Financial, Inc.'s revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Platania Financial, Inc.'s revenue is estimated to be in the range of $1M$10M

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