Insights

Growth Potential With an annual revenue ranging between 1 and 10 million dollars and a small team of 2-10 employees, PlumTree Financial Planning is positioned as a nimble and growing firm looking to expand its client base and service offerings.

Market Differentiation As a full-service and unbiased financial planning firm, PlumTree appeals to clients seeking comprehensive, personalized financial guidance, creating opportunities for targeted marketing of integrated wealth management solutions.

Technology Adoption Utilizing modern tools such as Calendly, Cloudflare, and MySQL indicates a focus on streamlined client engagement and secure digital operations, presenting avenues for upselling advanced fintech integrations or cybersecurity solutions.

Competitive Landscape Compared to large competitors like Fidelity and Morgan Stanley, PlumTree's boutique size offers a personalized service advantage that can be emphasized in sales to attract clients seeking tailored financial planning outside big institutional environments.

Client Engagement Given the firm's comprehensive approach to wealth stages, there are sales opportunities in cross-selling specialized insurance, tax, or estate planning products as clients progress through different financial life phases.

PlumTree Financial Planning Tech Stack

PlumTree Financial Planning uses 8 technology products and services including Calendly, Cloudflare, MySQL, and more. Explore PlumTree Financial Planning's tech stack below.

Calendly

Appointment Scheduling

Cloudflare

Content Management System

MySQL

Database

oEmbed

Dev Tools

Google Fonts API

Font Scripts

jQuery Migrate

Javascript Libraries

PHP

Programming Languages

Cloudflare Bot Management

Security

Frequently Asked Questions

Where is PlumTree Financial Planning's headquarters located?

PlumTree Financial Planning's main headquarters is located at 101 Lindenwood Drive Suite 225 Malvern, Pennsylvania United States. The company has employees across 1 continents, including North America.

What is PlumTree Financial Planning's phone number?

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

+1-484-875-****

. 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 PlumTree Financial Planning's official website and social media links?

PlumTree Financial Planning's official website is plumtreefinancialplanning.com and has social profiles on LinkedIn.

What is PlumTree Financial Planning's NAICS code?

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

How many employees does PlumTree Financial Planning have currently?

As of February 2026, PlumTree Financial Planning has approximately 2 employees across 1 continents, including North America. Key team members include Financial Planner: B. D.Consultant & Advisor: L. D.. Explore PlumTree Financial Planning's employee directory with LeadIQ.

What industry does PlumTree Financial Planning belong to?

PlumTree Financial Planning operates in the Financial Services industry.

What technology does PlumTree Financial Planning use?

PlumTree Financial Planning's tech stack includes CalendlyCloudflareMySQLoEmbedGoogle Fonts APIjQuery MigratePHPCloudflare Bot Management.

When was PlumTree Financial Planning founded?

PlumTree Financial Planning was founded in 2007.

PlumTree Financial Planning

Q: How many employees does PlumTree Financial Planning have currently?

PlumTree Financial Planning has approximately 2 employees.

Q: What technology does PlumTree Financial Planning use?

PlumTree Financial Planning's tech stack includes Google Cloud, Google Tag Manager, Calendly, Metronet Profile Picture, Nginx.

Q: What is PlumTree Financial Planning's NAICS code?

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

Financial ServicesPennsylvania, United States2-10 Employees

No matter where you stand on the path to wealth, financial planning will empower you to reach your goals. 

As a full service financial planning firm, we design comprehensive plans that span investments, insurance, tax planning, retirement and estate planning—making us your singular and unbiased guide to navigating life’s most critical financial transitions.

Whether you are in the earliest stages of wealth creation, building wealth for your growing needs or sustaining the wealth you’ve worked so hard to build, financial planning can meet you where you are and prepare you for where you are going. It’s never too soon and never too late to engage.

Insights

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