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View Plan Xpert's top competitors like Elite Planning Services, Mindful Asset Planning, and Optimal Planning Solutions.

Mindful Asset Planning
Who are we? Mindful Asset Planning (MAP) is a comprehensive financial planning and fee-only fiduciary firm that always acts in our clients’ best interest. MAP provides customized personal financial planning advice to individuals, families, and businesses. Established in 1988, MAP has acquired the depth of knowledge and experience necessary to inspire clients of all ages and economic stages of their lives who seek a significant benefit from expert guidance. MAP’s unique comprehensive planning process integrates a therapeutic approach to provide both financial and human asset strategies for the best experience for clients. MAP combines an encouraging process with technical guidance on many issues including: saving and spending, accumulation, debt strategies, education planning, tax strategies, retirement planning, risk management, investment strategies, estate planning, and lifetime gifting. How are we different than other financial planning firms? MAP differs from most advisors because as a fiduciary, we are paid directly by our clients and do not accept commissions or payments from outside sources. Our focus is always on the best possible result for our clients’ financial success and well-being by providing guidance and counseling while avoiding conflicts of interest.
Apple Valley, Minnesota, US
Private
http://www.mindfulplanning.com
20 Employees
Percipient
Percipient is a technology powered legal services provider that enables legal departments to streamline legal operations, enhance compliance, and manage electronic discovery with precision. Our multidisciplinary team—comprising attorneys, data scientists, and project managers—leverages advanced legal technology, including AI-driven legal review and human-in-the-loop workflows, to deliver efficient and accurate legal support. Specializing in managed document review, subpoena compliance, AI augmented contract review and electronic discovery, Percipient integrates seamlessly with existing legal workflows to reduce risk, improve turnaround times, and optimize legal spend. Founded in 2014, we are committed to innovation, transparency, and collaboration, helping clients transform legal challenges into strategic advantages.
New York, New York, US
Private
$1M Revenue
https://percipient.co/
19 Employees
Plannify
Plannify è il motore di ricerca di iniziative, manifestazioni e spettacoli con funzionalità social: è possibile geolocalizzare ogni evento e organizzare la propria agenda, condividere le proprie scelte e invitare gli amici. Grazie alla sua piattaforma tecnologica, Plannify ad oggi propone oltre 250.000 attività al mese, ed è in grado di suggerire giorno per giorno gli eventi più vicini agli utenti, a seconda del luogo in cui si trovano e dei loro gusti, hobby e passioni. Plannify permette anche di acquistare i biglietti online di concerti, mostre, spettacoli, attraverso partnership esclusive con le più importanti società di biglietteria e intrattenimento live. Plannify – innovative startup by the incubator Digital Magics – is an events’ search engine. It displays shows, cultural meetings and social features as well: Plannify will allow you to search for events by location, to schedule your agenda and to share invitations with your friends. Plannify is for people who look for and will to take part to any kind of event, but it constitutes a potential business platform for the organizers too. They are enabled to share their own initiatives and to target directly the interested customers.Plannify makes it possible also to buy directly online tickets for concerts, exhibitions and shows thanks to special partnerships with live entertaiment firms and ticketing market leader companies.
Milan, IT
Private
$5.3M Revenue
http://www.plannify.com

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