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iPlan

iPlan

Winter Haven, Floridaiplan4wealth.com

Overview

iPlan is a Florida-based Registered Investment Advisor that provides financial planning and investment advisory services to individuals and families, while also engaging in capital allocation activities.

Portfolio Companies

1

Investments

iPlan investments
CompanyDateStageLead
Electric OutdoorsSep 2024SeedCo-investor

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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SeedSeries ASeries BGrowth

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
2022
2023
2024
2025
2026

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FAQ

Firmographic Details

HeadquartersWinter Haven, Florida
Year FoundedN/A

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