What is Consolidated Planning?
Founded in 1981 and headquartered in Charlotte, North Carolina, Consolidated Planning is a comprehensive provider of financial services. The company specializes in a wide array of planning solutions, including insurance, estate, business, education, and retirement planning. With a network of multiple locations, Consolidated Planning serves a diverse clientele seeking expert financial guidance and strategic planning.
How much funding has Consolidated Planning raised?
Consolidated Planning has raised a total of $511K across 1 funding round:
Debt
$511K
Debt (2021): $511K with participation from PPP
Key Investors in Consolidated Planning
PPP
Public-Private Partnership
What's next for Consolidated Planning?
The recent major strategic investment into Consolidated Planning indicates a strong confidence from backers in the company's long-term strategy and market position. This capital infusion is expected to fuel further expansion of its service offerings and geographic reach, reinforcing its role as a key player in the financial planning sector. The company's focus on comprehensive planning services positions it well for continued success in an evolving economic landscape.
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