Insights

Market Niche Focus THRIVE Financial Planning specializes in making financial planning accessible to a broader audience by leveraging modern technology and personalized client service, indicating potential for targeted services that enhance customer experience and digital engagement.

Growth Potential With revenue under one million dollars and a small team, the company presents opportunities for scalable financial products or services that support small and emerging financial advisory firms seeking growth and technological integration.

Technology Utilization The company's use of advanced cloud and web technologies such as AWS, Datadog, and Cloudflare suggests openness to adopting innovative tools, offering avenues to introduce new fintech solutions that streamline operations or enhance client interactions.

Competitive Differentiation Positioned alongside similar small firms and with a clear emphasis on education and individualized service, THRIVE can benefit from innovative marketing or client engagement platforms to differentiate in a competitive market.

Potential Collaborations Given their focus on removing the painful aspects of financial planning through technology, there are opportunities for partnerships with fintech providers or service platforms that align with their mission to further improve client outcomes.

THRIVE Financial Planning Tech Stack

THRIVE Financial Planning uses 8 technology products and services including Amazon Web Services, Open Graph, Modernizr, and more. Explore THRIVE Financial Planning's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Open Graph
    Content Management System
  • Modernizr
    Javascript Libraries
  • Datadog
    Real User Monitoring
  • Cloudflare Bot Management
    Security
  • Bootstrap
    UI Frameworks
  • jQuery Validation Plugin
    Web Tools And Plugins
  • AddThis
    Widgets

Media & News

THRIVE Financial Planning's Email Address Formats

THRIVE Financial Planning uses at least 1 format(s):
THRIVE Financial Planning Email FormatsExamplePercentage
First@thrivefinancialplanning.comJohn@thrivefinancialplanning.com
50%
First@thrivefinancialplanning.comJohn@thrivefinancialplanning.com
50%

Frequently Asked Questions

Where is THRIVE Financial Planning's headquarters located?

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THRIVE Financial Planning's main headquarters is located at 5170 Golden Foothill Parkway, Suite 201 El Dorado Hills, CA 95762, US. The company has employees across 2 continents, including North AmericaAsia.

What is THRIVE Financial Planning's official website and social media links?

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THRIVE Financial Planning's official website is thrivefinancialplanning.com and has social profiles on LinkedIn.

What is THRIVE Financial Planning's SIC code NAICS code?

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THRIVE Financial Planning's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does THRIVE Financial Planning have currently?

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As of October 2025, THRIVE Financial Planning has approximately 5 employees across 2 continents, including North AmericaAsia. Key team members include Certified Financial Planner: S. A.. Explore THRIVE Financial Planning's employee directory with LeadIQ.

What industry does THRIVE Financial Planning belong to?

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THRIVE Financial Planning operates in the Financial Services industry.

What technology does THRIVE Financial Planning use?

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THRIVE Financial Planning's tech stack includes Amazon Web ServicesOpen GraphModernizrDatadogCloudflare Bot ManagementBootstrapjQuery Validation PluginAddThis.

What is THRIVE Financial Planning's email format?

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THRIVE Financial Planning's email format typically follows the pattern of First@thrivefinancialplanning.com. Find more THRIVE Financial Planning email formats with LeadIQ.

When was THRIVE Financial Planning founded?

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THRIVE Financial Planning was founded in 2014.

THRIVE Financial Planning

Financial ServicesUnited States2-10 Employees

THRIVE Financial Planning was formed to bring financial planning services to a wider audience.  We seek to remove the painful aspects of financial planning through the use of proven financial planning principles, modern technology and individualized client service.  We are here to educate, assist and enable individuals and families so they can focus on what they do best.

Section iconCompany Overview

Headquarters
5170 Golden Foothill Parkway, Suite 201 El Dorado Hills, CA 95762, US
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M

    THRIVE Financial Planning's revenue is estimated to be in the range of $1M

Section iconFunding & Financials

  • $1M

    THRIVE Financial Planning's revenue is estimated to be in the range of $1M

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