Plancorp Revenue, Growth & Competitor Profile

DBA PLANCORP, LLC

Company Profile & Annual Report for Plancorp

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Plancorp Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	100 - 500Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	540 Maryville Centre Drive Suite 105 Saint Louis, MO 63141

Note: Revenues for privately held companies are statistical evaluations.


Plancorp's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Plancorp's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Plancorp is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Plancorp Annual Revenue and Growth Rate

Plancorp	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Plancorp's revenues are gauged from an analysis of company filings.

Plancorp's Income Statement (based on Industry Averages)

Plancorp P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Plancorp is developing and marketing. Plancorp doesn't have any recent trademark applications, indicating Plancorp is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
INSPIREHER Education services, namely, providing non-downloadable webinars in the field of achieving financial goals directed towards women; providing workshops and seminars in the field of achieving financial goals directed towards women; Entertainment services, namely, providing podcasts in the field of achieving financial goals directed towards women; Life coaching services in the field of financial goals, lifestyle, and money management geared towards women	07/03/2018
PLANCORP YOUR FINANCIAL LIFE ADVOCATE. Financial advisory and consultancy services; Financial asset management; Financial planning and investment advisory services; Financial portfolio management	07/07/2016
YOUR FINANCIAL LIFE ADVOCATE Financial advisory and consultancy services; Financial asset management; Financial planning and investment advisory services; Financial portfolio management	06/01/2016

See all trademarks and details in the Full Report.

Market Share of Plancorp's Largest Competitors

A competitive analysis shows these companies are in the same general field as Plancorp, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Plancorp. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
STIFEL FINANCIAL	St Louis, MO	100
BENJAMIN F. EDWARDS WEALTH MANAGEMENT	St. Louis, MO	9
BUCKINGHAM STRATEGIC PARTNERS	St. Louis, MO	7
NISA INVESTMENT ADVISORS	Saint Louis, MO	5
LARSON FINANCIAL GROUP	Saint Louis, MO	3
PLANCORP	Saint Louis, MO	2

Other Companies at 540 Maryville Centre Drive, Saint Louis MO

Company	Headquarters	Revenue ($ MM)
MARYVILLE CONSULTING GROUP	Saint Louis, MO	100
MISSOURI SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS	St. Louis, MO	13
END2END SOLUTION	Saint Louis, MO	0

Future Competition: Plancorp's Fastest Growing Competitors

These companies are in the same general field as Plancorp and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)