In what sectors does Defined Financial Planning operate?

Defined Financial Planning operates in Finance, Financial Services.

How many companies has Defined Financial Planning acquired?

Defined Financial Planning has made 1 acquisitions between 2022-2022.

What companies are owned by Defined Financial Planning?

Companies acquired by Defined Financial Planning include Annadel Capital.

What was Defined Financial Planning's first acquisition?

Defined Financial Planning's first recorded acquisition was Annadel Capital in 2022.

What was Defined Financial Planning's most recent acquisition?

Defined Financial Planning's most recent acquisition is Annadel Capital, announced July 2022.

What sectors does Defined Financial Planning usually acquire in?

Defined Financial Planning most frequently acquires companies in Advice, Consulting, Financial Services.

In which sector has Defined Financial Planning made the most acquisitions?

Defined Financial Planning has made the most acquisitions in the Advice sector.

In which year did Defined Financial Planning make the most acquisitions?

Defined Financial Planning made the most acquisitions in 2022, with 1 deal.

Defined Financial Planning

Closed🔥 Low

Alameda, California, United States Founded 2016 1-10 employees For Profit

Website LinkedIn

Defined Financial Planning builds custom retirement-focused financial packages for each client.

Defined Financial Planning on Acquirezy — acquisitions, funding rounds, investments, investors, key people & contacts.

Finance Financial Services

Defined Financial Planning was acquired by Mariner Wealth Advisors in 2025.

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About Defined Financial Planning

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IPO & Stock

IPO status: Private

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Technology & IP

Active technologies: 11

Company Info

Founded: 2016
Employees: 1-10
Operating status: Closed
Company type: For Profit
Org types: company
News articles: 1
HQ: Alameda, California, United States
Region: San Francisco Bay Area, West Coast, Western US
Exit date: Nov 4, 2025

Signals & Scores

Heat score: Low
Trend (7d): 1.5
Trend (30d): -0.2
Trend (90d): 0.2