iPlan Information

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iPlan is an independent Private Wealth Management firm built with you in mind to answer the question “is your money working as hard as you do?” With our iPlan, iSave, iRetire approach, we help clients increase net-income to either maintain or improve their lifestyle. Disclosure: https://www.iplan4wealth.com/disclosures/

Website	http://www.iplan4wealth.com
Revenue	$3 million
Employees	5 (0 on RocketReach)
Founded	2018
Address	Winter Haven, Florida, New York 33884, US
Phone	(202) 600-9605
Fax	(240) 238-7342
Industry	Financial Services, Finance General, Finance
Keywords	Financial Advisor, High-Net-Worth Individuals, Wealth Management, Investment Consulting, Investment Advice, Investment Strategies, Wealth Preservation, Portfolio Management, Retirement Solutions, Retirement Planning, Wealth Building, Long-Term Investments, Investment Planning, Financial Solutions, Financial Planning, Financial Services, Estate Planning, Tax Planning, Money Management
Competitors	Fidelity Investments, Vanguard, Merrill Edge, Ally, Robinhood, Betterment, Wealthfront, Personal Capital, Acorns, Schwab Advisor Services +38 more (view full list)
SIC	SIC Code 628 Companies, SIC Code 62 Companies
NAICS	NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies

iPlan Questions

What is the annual revenue of iPlan?

The iPlan annual revenue was $3 million in 2026.

Where is iPlan based?

iPlan is based in Florida, New York.

What is the NAICS code for iPlan?

The NAICS codes for iPlan are [52393, 52, 5239, 523].

What is the SIC code for iPlan?

The SIC codes for iPlan are [628, 62].

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