PLANNINGTEAM, INC.

3 known aliases resolved via the canonical alias map

Market position · 2024

Plans served1-1 YoYRank #5589 of mapped providers

Assets under administration$17M0.0%Market share · rank #9955

Fees received$41,105Median $41,105/planSum across Schedule C direct + indirect

Net wins YoY-10 won · 1 lostPlan-level switch detection

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