Insights

Growth and Expansion Recent hires of CFP professionals and addition to the Board of Directors indicate that WealthPlan Partners is actively expanding its leadership team, which could represent opportunities to offer tailored advisor enhancement solutions or executive training services.

Investment Activities With multiple recent asset stakes in companies like Prospect Capital, Sociedad Química de Chile, and Goldman Sachs, the firm demonstrates a strong focus on diversified investment strategies, suggesting potential for partnerships in asset management tools or advanced reporting software.

Financial Stability The company's revenue range of 25 million to 50 million and the emphasis on a fee-based, success-driven model position it as a stable client for sophisticated financial technology solutions, including client onboarding, CRM, or compliance platforms.

Technology Stack Utilization of platforms such as Salesforce, HubSpot, and Microsoft 365 presents opportunities to integrate additional CRM, marketing automation, or data analytics tools that enhance client engagement and operational efficiency.

Market Position As a mid-sized firm competing within a broad range of wealth management companies, WealthPlan Partners can benefit from services that differentiate their client experience or help scale digital transformation efforts to strengthen competitive positioning.

Similar companies to WealthPlan Partners

WealthPlan Partners Tech Stack

WealthPlan Partners uses 8 technology products and services including Linkedin Insight Tag, Fastly, Salesforce, and more. Explore WealthPlan Partners's tech stack below.

Linkedin Insight Tag
Analytics
Fastly
Content Delivery Network
Salesforce
Customer Relationship Management
Microsoft 365
Email
HubSpot
Marketing Automation
Priority Hints
Performance
PHP
Programming Languages
X-Content-Type-Options
Web & Portal Technology

Media & News

WealthPlan Partners's Email Address Formats

WealthPlan Partners uses at least 2 format(s):

WealthPlan Partners Email Formats	Example	Percentage
First@wealthplan.partners	John@wealthplan.partners	76%
First.Last@wealthplan.partners	John.Doe@wealthplan.partners	24%
First@wealthplan.group	John@wealthplan.group	50%
First.Last@wealthplan.group	John.Doe@wealthplan.group	21%
FiMLast@wealthplan.group	JoMDoe@wealthplan.group	15%
FirstL@wealthplan.group	JohnD@wealthplan.group	14%

Frequently Asked Questions

Where is WealthPlan Partners's headquarters located?

WealthPlan Partners's main headquarters is located at 101 S. 108th Street, Second Floor Omaha, Nebraska 68154, US. The company has employees across 1 continents, including North America.

What is WealthPlan Partners's official website and social media links?

WealthPlan Partners's official website is wealthplan.group and has social profiles on LinkedIn.

What is WealthPlan Partners's NAICS code?

WealthPlan Partners's NAICS code is 52 - Finance and Insurance.

How many employees does WealthPlan Partners have currently?

As of October 2025, WealthPlan Partners has approximately 51 employees across 1 continents, including North America. Key team members include Chief Compliance Officer / Osj: D. P.Co-Founder: B. O.Managing Partner: R. W. T. I. C.. Explore WealthPlan Partners's employee directory with LeadIQ.

What industry does WealthPlan Partners belong to?

WealthPlan Partners operates in the Financial Services industry.

What technology does WealthPlan Partners use?

WealthPlan Partners's tech stack includes Linkedin Insight TagFastlySalesforceMicrosoft 365HubSpotPriority HintsPHPX-Content-Type-Options.

What is WealthPlan Partners's email format?

WealthPlan Partners's email format typically follows the pattern of First@wealthplan.partners. Find more WealthPlan Partners email formats with LeadIQ.

When was WealthPlan Partners founded?

WealthPlan Partners was founded in 1989.

WealthPlan Partners

Q: What is WealthPlan Partners's official website and social media links?

WealthPlan Partners's official website is wealthplan.group. WealthPlan Partners has social profiles on LinkedIn.

Q: How many employees does WealthPlan Partners have currently?

WealthPlan Partners has approximately 51 employees.

Q: What technology does WealthPlan Partners use?

WealthPlan Partners's tech stack includes Isotope, X-XSS-Protection, Google Maps, oEmbed, Fastly.

Financial ServicesUnited States51-200 Employees

WealthPlan Partners strives to develop innovative solutions to address each client's situation, branding 'Return On Life and Return On Investment'. Our mission is to provide a comprehensive customized financial plan to
help guide our clients through the challenges of each phase of their lives.

Our philosophy represents an evolution of investment thought that movies beyond a simple 'Buy and Hold' model; transitioning basic asset allocation into strategy diversification. Focusing more on how investments directly interact and relate to one another. It looks closely at how investments are managed, how they seek to gain returns, and how they address risk exposures.

While no firm can guarantee success, our fee-based approach ensures that we don’t succeed unless you succeed.