Platinum Planning Overview

  • Year Founded
  • 1997

Year Founded

  • 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
Corporate 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
Gus Belo Director, Employee Benefits
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Platinum Planning Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %
-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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Platinum Planning FAQs

  • When was Platinum Planning founded?

    Platinum Planning was founded in 1997.

  • Where is Platinum Planning headquartered?

    Platinum Planning is headquartered in Fair Haven, NJ.

  • What is the size of Platinum Planning?

    Platinum Planning has 17 total employees.

  • What industry is Platinum Planning in?

    Platinum Planning’s primary industry is Other Financial Services.

  • Is Platinum Planning a private or public company?

    Platinum Planning is a Private company.

  • What is Platinum Planning’s current revenue?

    The current revenue for Platinum Planning is 000000.

  • When was Platinum Planning acquired?

    Platinum Planning was acquired on 26-Mar-2015.

  • Who acquired Platinum Planning?

    Platinum Planning was acquired by AssuredPartners.

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