Platinum Planning Overview

  • Founded
  • 1997
  • Status
  • Acquired/​Merged
  • Employees
  • 17
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

Platinum Planning General Information


Provider of insurance and employee benefits brokerage services.. The company specializes in the design, administration and marketing of custom insurance programs and financial planning services for client organizations and their members. It provides Human Resource workplace services, such as HR consulting and payroll management.

Contact Information

Ownership Status
Financing Status
Private Equity-Backed
Primary Industry
Other Financial Services
Other Industries
Insurance Brokers
Primary Office
  • 718 River Road
  • Fair Haven, NJ 07704
  • United States
+1 (732) 000-0000
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Platinum Planning Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Platinum Planning Executive Team (2)

Name Title Board Seat Contact Info
Paul Walsh President & Owner
Gus Belo Director, Employee Benefits
To view Platinum Planning’s complete executive team members history, request access »

Platinum Planning Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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