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Plus Group supports financial advisers behind the scenes, helping take pressure out of the day-to-day running of advice firms. We work alongside advisers and in-house teams, providing practical support across paraplanning, admin, client servicing, LOA chasing, and cashflow modelling. Some firms use us as their main support. Others use us alongside existing teams. Many come to us for overflow, tricky cases, or extra capacity when things get busy. There’s no one-size-fits-all setup. We fit around how your business already works. At its core, Plus Group exists to get the mental load off advisers’ shoulders, so they can focus on clients, decisions, and running a better business. If you want support that feels like part of your team, rather than a bolt-on service, you’re in the right place.

Plus Group ™ Questions

The Plus Group ™ annual revenue was $14.9 million in 2026.

Scott Daniels is the Co-Founder of Plus Group ™.

23 people are employed at Plus Group ™.

The NAICS codes for Plus Group ™ are [52, 5239, 52399, 523].

The SIC codes for Plus Group ™ are [62, 628].

Top Plus Group ™ Employees

G2 Leader Summer 2026 G2 Best Est ROI Mid-Market Summer 2026 G2 Easiest Admin Mid-Market Summer 2026 G2 Most Implementable Summer 2026 G2 Best Results Mid-Market Summer 2026 G2 Lead Capture Mid-Market Summer 2026 Inc Fastest Growing Private Companies 2026 Inc Best Workplace 2026
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