What departments does Wise Planning have?

Wise Planning has employees across 1 departments including Finance.

What is the largest department at Wise Planning?

The largest department at Wise Planning is Finance with 1 employees.

Where are Wise Planning employees located globally?

Wise Planning has employees across 3 continents and 4 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America, Canada, New Zealand.

How has Wise Planning's team size changed over time?

Wise Planning's team has remained stable from approximately 11 to 11 employees based on available data.

Wise Planning Employee Directory

Financial ServicesWashington, United States11-50 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.

Wise Planning Global Highlights

North America
17

United States Of America
16
Canada
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Oceania
1

New Zealand
1

Wise Planning's Leadership

K. O.
Financial Planner
Mobile Phone
Email

Wise Planning Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Wise Planning

Name

Title

Contact Info

Location

Last Update

K. O.
Financial Planner
Mobile Phone
Email
United StatesNew Jersey
Jun 08, 2026

Frequently Asked Questions

What is Wise Planning known for?

Wise Planning was founded in 1997 operates in the Financial Services industry. The company's main headquarters is located in Seattle, Washington 98103 United States; you can contact the main corporate office by phone at

+1-847-452-****

. Explore Wise Planning's company overview page for more information.

What is Wise Planning's most common email format?

Wise Planning employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wise Planning email formats with LeadIQ.

How many employees does Wise Planning have currently?

Wise Planning has approximately 11 employees as of May 2026. These team members are located across 3 continents, including North AmericaEuropeOceania.

Who are Wise Planning's key employees and leadership?

As of May 2026, Wise Planning's key employees include:

Financial Planner: K. O.

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Wise Planning Employee Directory

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