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BANKPLUS WEALTH MANAGEMENT

6 known aliases resolved via the canonical alias map

Market position · 2024

Plans served9-4 YoYRank #1412 of mapped providers
Assets under administration$179M0.0%Market share · rank #6420
Fees received$265,732Median $19,999/planSum across Schedule C direct + indirect
Net wins YoY-42 won · 6 lostPlan-level switch detection
Plans served · 5-year trajectory
Bar chart with market-share annotations.
Customer-base shape
Participant bands, asset bands, top states, top NAICS.

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