Strong Financial Position United Planners has a substantial revenue range of 100 to 250 million dollars, indicating a robust financial standing that can support investment in advanced technology solutions and strategic partnerships to enhance operational efficiency and client services.

Strategic Tech Partnerships The company actively partners with industry leaders like Orion Advisor Solutions, Redtail, and LifeYield, showcasing openness to adopting innovative, cloud-based, and tax-smart investing platforms—creating opportunities to offer complementary technologies and integrated solutions.

Independence & Ownership Owned entirely by employees and financial professionals, United Planners values independence and flexibility, making it a prime target for solutions that support autonomous financial advising, back-office support, and scalable infrastructure enhancements.

Technology Adoption Focus Utilizing a diverse tech stack including Google Libraries, WordPress, Atlassian tools, and reCAPTCHA, the firm demonstrates a tech-savvy approach that favors solutions which integrate seamlessly with their existing infrastructure and support secure, efficient client engagement.

Market Growth Potential As a mid-sized firm operating in a competitive financial services landscape, United Planners presents opportunities for sales in areas such as client relationship management, cybersecurity, and compliance tools aimed at supporting their strategic growth and technological advancement efforts.