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Gathering insights about Wise Planning

Wise Planning Tech Stack

Wise Planning uses 8 technology products and services including Site Kit, LiteSpeed Cache, WordPress, and more. Explore Wise Planning's tech stack below.

  • Site Kit
    Analytics
  • LiteSpeed Cache
    Caching
  • WordPress
    Content Management System
  • MySQL
    Database
  • Google Workspace
    Email
  • jQuery
    Javascript Libraries
  • Gutenberg
    Web Platform Extensions
  • Apache
    Web Servers

Wise Planning's Email Address Formats

Wise Planning uses at least 2 format(s):
Wise Planning Email FormatsExamplePercentage
First@wiseplanninginc.comJohn@wiseplanninginc.com
100%

Frequently Asked Questions

Where is Wise Planning's headquarters located?

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Wise Planning's main headquarters is located at Seattle, Washington 98103 United States. The company has employees across 3 continents, including North AmericaEuropeOceania.

What is Wise Planning's phone number?

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

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Wise Planning's official website is wiseplanning.com and has social profiles on LinkedIn.

What is Wise Planning's NAICS code?

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

How many employees does Wise Planning have currently?

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As of February 2026, Wise Planning has approximately 12 employees across 3 continents, including North AmericaEuropeOceania. Key team members include Financial Planner: L. W.Financial Planner: A. H.Financial Planner: K. O.. Explore Wise Planning's employee directory with LeadIQ.

What industry does Wise Planning belong to?

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Wise Planning operates in the Financial Services industry.

What technology does Wise Planning use?

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Wise Planning's tech stack includes Site KitLiteSpeed CacheWordPressMySQLGoogle WorkspacejQueryGutenbergApache.

What is Wise Planning's email format?

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Wise Planning's email format typically follows the pattern of First@wiseplanninginc.com. Find more Wise Planning email formats with LeadIQ.

When was Wise Planning founded?

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Wise Planning was founded in 1997.

Wise Planning

Financial ServicesWashington, United States11-50 Employees

Wise Planning's holistic financial planning process helps people make informed financial choices and reach their goals. Our financial counseling serves people who may not have the time or expertise to manage their financial lives to their own satisfaction. We take the time to understand each person’s unique situation and develop strategic solutions addressing a range of financial matters. By managing the details, we simplify our clients’ lives.

At Wise Planning we sell no financial products and accept no commissions or fees from providers of other services or products. We are compensated solely through fees for service. This arrangement permits us to objectively evaluate needs and guide clients to the cost-efficient financial products that best serve their interests.

Section iconCompany Overview

Headquarters
Seattle, Washington 98103 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1997
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

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

Section iconFunding & Financials

  • $10M$25M

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

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