United Planners Financial Services
Finance · Arizona, United States · 51-200 Employees
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Overview
Headquarters
7333 E Doubletree Ranch Rd Ste 120, Scot...Phone Number
(480) 991-0225Website
www.unitedplanners.comRevenue
$22.3 MillionIndustry
ZI Rank: 3
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
2
2
4
3
3
3
About United Planners Financial Services
Founded in 1987 United Planners is an independent broker dealer and financial service firm based out of Scottsdale, Arizona.Explore more
United Planners Financial Services Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
United Planners Financial...
$22.3M
51-200
Private
-
1987
Chad ShindelVice President & Chief Financial Officer
Company Profile Activity
Activity Insights
United Planners Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.
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United Planners Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about United Planners Financial Services.
United Planners Financial Services Tech Stack
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Most Recent Scoops
Project
, according to a high-level source in finance & accounting, is currently in the request for proposal (RFP) stage for upcoming initiatives related to treasury and risk management software.
Request for Proposal (RFP), Automation, Accounting, Financial Systems, Software, Financial Reporting, Finance, Risk
Project
, according to a high-level source in finance & accounting, is currently in the request for proposal (RFP) stage for upcoming initiatives related to cloud-based accounting software.
Cloud, Request for Proposal (RFP), Accounting, Financial Systems, Software, Financial Reporting, Finance
Project
, according to a high-level source in finance & accounting, is in the midst of initiatives related to departmental accounting.
Accounting, Financial Reporting, Finance
Project
, according to a high-level source in finance & accounting, is currently in the request for proposal (RFP) stage for upcoming initiatives related to financial close management.
Request for Proposal (RFP), Accounting, Financial Planning, Financial Reporting, Finance
Project
Spending/Investment, Accounting, Financial Planning, Funding, Compensation & Benefits, Financial Reporting, Finance
United Planners Financial Services News & Media
United Planners Selects SurgeONE.ai to Consolidate Its Regulatory Tech Stack on a Single, Expert-Built AI Platform
Partnership brings compliance automation, cybersecurity, and data integration under one roof all built by former regulatory professionals. SCOTTSDALE, Ariz. and MENLO PARK, Calif., March 3, 2026 /PRNewswire/ -- United Planners Financial Services, a national independent broker-dealer...United Planners Welcomes Priority Financial Group
SCOTTSDALE, Ariz., Dec. 4, 2025 /PRNewswire/ -- United Planners Financial Services (United Planners) is pleased to announce that United Planners has partnered with Priority Financial Group (PFG) to become it's broker-dealer for its nationwide network of 80+ financial advisors and 20+...cleverDome and United Planners Increase Cybersecurity for Financial Advisors and their Valued Clients
United Planner's DefendUP offering takes its critical infrastructure and access to key cloud applications "dark" and off the open internet SCOTTSDALE, Ariz., May 31, 2022 /PRNewswire/ -- cleverDome, Inc.™, (cleverDome) a cybersecurity solution for the wealth management and legal...Zacks Professional Services Teams Up With United Planners Financial Services
Chicago, IL, June 09, 2021 (GLOBE NEWSWIRE) -- Zacks Professional Services (“Zacks Pro”) announces a new partnership with United Planners Financial Services (“United Planners”), bringing access to Zacks Advisor Tools (“Advisor Tools”) to more than 450 affiliated financial advisors.
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Founded in 1987 United Planners is an independent broker dealer and financial service firm based out of Scottsdale, Arizona.... Read More
