Planning Capital Management Corp.
Have updates for this profile? Please contribute data
= Subscriber Access Only
You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.
With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.
Planning Capital Management Corp. - overview
Established
2001
Location
Paoli, PA, US
Primary Industry
Financial Services
About
Founded in 2001 and based in Pennsylvania, US, Planning Capital Management Corp. focuses on delivering specialized financial advisory services. In December 2024, Waverly Advisors, LLC, a portfolio company of HGGC and Wealth Partners Capital Group, acquired Planning Capital Management Corp. Planning Capital Management Corp.
offers a comprehensive suite of financial advisory services, primarily focused on wealth management, portfolio management, and fiduciary advice. The company’s core offerings include personalized financial planning that addresses both personal and corporate client needs, ensuring each solution is tailored to the unique circumstances of the client. The firm serves a diverse client base, including individual investors, corporate entities, and families seeking to optimize their financial journeys through strategic wealth management. Revenue for Planning Capital Management Corp.
is generated through a combination of advisory fees and management fees associated with their wealth management services. Clients engage with the firm through subscription-based models for ongoing advisory services, as well as one-time fees for financial planning engagements.
Current Investors
Waverly Advisors, LLC
Primary Industry
Financial Services
Sub Industries
Investment Banking
Website
www.planningcapital.com
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Planning Capital Management Corp. - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Planning Capital Management Corp. | - |
Displaying 1 - 1 of 1
Time to go Pro
Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.