Insights

Niche Market Focus Playfair Planning serves high-net-worth individuals, families, and institutions seeking comprehensive wealth management strategies, presenting opportunities to tailor premium financial services and expand their client base within the upscale market segment.

Technology Utilization The company's use of advanced tech tools like Amazon Web Services, Google Analytics, and cloud-based solutions indicates a modern infrastructure that can support scalable digital marketing campaigns and enhanced client engagement platforms.

Growth Potential Operating with a revenue estimate between 10 and 25 million dollars and a small team of up to 50 employees, Playfair Planning is positioned for strategic growth, offering prospects for partnership or investment to accelerate service expansion.

Personalized Service Model The firm's emphasis on tailored, holistic financial planning highlights opportunities to upsell premium advisory packages or specialized financial planning solutions to existing clients seeking bespoke services.

Competitive Landscape With major industry players like Charles Schwab and Fidelity investing heavily in technology and client services, Playfair Planning can leverage its personalized approach and adaptable technology stack to differentiate itself and capture increased market share.

Playfair Planning Tech Stack

Playfair Planning uses 8 technology products and services including Linkedin Insight Tag, html5media, Amazon Web Services, and more. Explore Playfair Planning's tech stack below.

  • Linkedin Insight Tag
    Analytics
  • html5media
    Audio, Video, Graphics
  • Amazon Web Services
    Cloud Hosting
  • Cloudflare
    Content Management System
  • Font Awesome
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Datadog
    Real User Monitoring
  • Google Analytics
    Web Analytics

Media & News

Playfair Planning's Email Address Formats

Playfair Planning uses at least 1 format(s):
Playfair Planning Email FormatsExamplePercentage
FLast@playfairplanning.comJDoe@playfairplanning.com
75%
FirstLast@playfairplanning.comJohnDoe@playfairplanning.com
25%

Frequently Asked Questions

Where is Playfair Planning's headquarters located?

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Playfair Planning's main headquarters is located at 1640 East 94th Street Brooklyn, New York 11236 United States. The company has employees across 1 continents, including North America.

What is Playfair Planning's phone number?

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You can contact Playfair Planning'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 Playfair Planning's official website and social media links?

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Playfair Planning's official website is playfairplanning.com and has social profiles on LinkedIn.

What is Playfair Planning's NAICS code?

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

How many employees does Playfair Planning have currently?

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As of June 2026, Playfair Planning has approximately 11 employees across 1 continents, including North America. Key team members include Owner: C. W.Owner: J. A.Managing Director: K. B.. Explore Playfair Planning's employee directory with LeadIQ.

What industry does Playfair Planning belong to?

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Playfair Planning operates in the Financial Services industry.

What technology does Playfair Planning use?

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Playfair Planning's tech stack includes Linkedin Insight Taghtml5mediaAmazon Web ServicesCloudflareFont AwesomeJSON-LDDatadogGoogle Analytics.

What is Playfair Planning's email format?

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Playfair Planning's email format typically follows the pattern of FLast@playfairplanning.com. Find more Playfair Planning email formats with LeadIQ.

When was Playfair Planning founded?

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Playfair Planning was founded in 1996.

Playfair Planning

Financial ServicesNew York, United States11-50 Employees

Our team provides comprehensive strategies to individuals, families, and institutions planning to invest and preserve wealth. Let us guide you through complex financial challenges to achieve your long-term goals. Our tailored service goes far beyond that of a typical financial planner.

Our logo reminds us to spread our wings to reach higher heights and embodies our commitment to continuously go the extra mile for each of our clients.

Doves are intimately aware of their environment and demonstrate a highly developed sense of presence. 

Our founder, Kim Bourne, has been made keenly aware of the unplanned challenges that life brings and the importance of being financially prepared for the unforeseen and has made it her mission to help her clients do just that.

Wherever you are along your financial journey, we provide an integrated approach to travel the distance alongside you. The Playfair Planning team works hard to make your financial dreams a reality.

Section iconCompany Overview

Headquarters
1640 East 94th Street Brooklyn, New York 11236 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1996
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Playfair Planning's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Playfair Planning's revenue is estimated to be in the range of $10M$25M

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