Insights

Independent advisory Wise Planning operates on a fee-for-service model with no product commissions, highlighting a potential selling point for partners seeking objective financial guidance and fee-based advisory services.

Tech-enabled advisory Utilizes a modern tech stack (WordPress, Salesforce, Google Workspace, but also analytics tools) which suggests openness to integrating additional fintech solutions, CRM enhancements, or client portal improvements to scale advisory services.

Growth potential Revenue is in the range of $10M–$25M with a small team (2–10 employees), indicating opportunities to provide scalable operations support, CRM optimization, compliance tooling, and practice management for rapid growth.

Strategic partnerships Recent drones mapping partnership with Hiro Wallet signals willingness to explore innovative, tech-enabled client services; potential for co-branded financial planning services around niche tech or real estate/drones applications.

Client-centric focus Emphasizes personalized, goal-based planning without product sales, which aligns with opportunities to cross-sell compliance-friendly financial planning tools, performance reporting platforms, and fee-management solutions that enhance transparency.

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Wise Planning Tech Stack

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

Site Kit
Analytics
WordPress
Content Management System
Salesforce
Customer Relationship Management
oEmbed
Dev Tools
Shopify
E-commerce
Google Workspace
Email
jQuery
Javascript Libraries
MonsterInsights
Web Platform Extensions

Media & News

Hiro Wallet partnered with Wise Planning, Inc on Sep 8th '23.
The Hiro Holdings Group, based out of Nara, Japan, has recently announced a partnership with Wise Planning Co. Ltd which will see the use of drones to map and recreate Japanese historical landmarks in 3D.
Oct 07, 2023 | blog.dronestagr.am

Wise Planning's Email Address Formats

Wise Planning uses at least 1 email format:

Wise Planning Email Formats	Example	Percentage
First@wiseplanninginc.com	John@wiseplanninginc.com	100%

Frequently Asked Questions

What is Wise Planning's phone number?

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

+1-847-452-****

. 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?

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

How much revenue does Wise Planning generate?

As of August 2026, Wise Planning's annual revenue is estimated to be $10M - $25M.

What is Wise Planning's NAICS code?

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

How many employees does Wise Planning have currently?

As of August 2026, Wise Planning has approximately 10 employees across 2 continents, including North America and Europe. Key team members include Financial Planner: K. O. Explore Wise Planning's employee directory with LeadIQ.

What industry does Wise Planning belong to?

Wise Planning operates in the Financial Services industry.

What technology does Wise Planning use?

Wise Planning's tech stack includes Site Kit, WordPress, Salesforce, oEmbed, Shopify, Google Workspace, jQuery and MonsterInsights.

What is Wise Planning's email format?

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?

Wise Planning was founded in 1997.

Wise Planning

Q: What is Wise Planning's official website and social media links?

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

Q: How many employees does Wise Planning have currently?

Wise Planning has approximately 10 employees.

Q: What technology does Wise Planning use?

Wise Planning's tech stack includes MySQL, Apache, WordPress, WordPress Site Editor, jQuery Migrate.

Q: What is Wise Planning's NAICS code?

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

Financial ServicesWashington, United States2-10 Employees

Wise Planning is a Seattle-based financial services firm that offers a holistic financial planning process to individuals who may lack the time or expertise to manage their finances. The approach relies on an independent, fee-for-service model; the firm does not sell financial products or accept commissions, and it aims to understand each client's unique situation to develop strategic solutions across a range of financial matters. By taking care of the details, Wise Planning seeks to simplify its clients' financial lives.

The company targets individuals seeking objective guidance and assistance with financial decision-making, focusing on what best serves their interests rather than product sales. A recent development noted in October 2023 is a partnership with Hiro Wallet, a member of the Hiro Holdings Group based in Nara, Japan, to deploy drones for mapping and 3D recreations of Japanese historical landmarks.