Plan Wealth Management
- Company typePrivate
- Founded-
- HeadquartersTortola, Road Town, British Virgin Islands
- Headcount51–100
- GTM typeB2C
- OfferingServices
Plan Wealth Management firmographics
Firmographics- Name
- Plan Wealth Management
- Legal name
- Plan Wealth Management LTD
- Website
- https://planwm.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Ownership category
- akta.pro rank
Plan Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industries
- Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Retirement Plan Participant Advice & Managed Accounts (FSAEABAF), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
Keywords
Where Plan Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Tortola, Road Town
- HQ country
- British Virgin Islands
Offices4 records
Markets served
Plan Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Advisory Fees (Third-Party Fund Manager Compensation): Plan Wealth Management acts as an independent broker receiving compensation from fund administrators and financial institutions rather than charging clients directly. This model enables clients to access services without paying direct fees to Plan.
- Investment Management Services: Revenue generated through managing client investment portfolios and recommending various investment products across international markets.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Premium Regular Investment Plans from USD $250 monthly |
| Subscription | Monthly | Regular Investment Plans with 5-year minimum term |
| Unit Pricing | Pay-as-you-go | International Banking - Minimum deposit USD $7,000 |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Plan Wealth Management product offering
Product offeringCore offering
Plan Wealth Management is an independent financial advisory firm that provides personalized wealth management, retirement planning, education planning, regular monthly investment plans (from USD $250), international offshore banking, and life/medical insurance advisory services. The firm operates as an independent broker, partnering with global institutions such as Fidelity, NatWest International, Allianz, Investors Trust, and Standard Bank Isle of Man to offer Latin American clients and expatriates access to international investment products, multi-currency portfolios, and government-backed capital protection.
Product overview
Plan Wealth Management is an independent financial advisory firm offering a unified service portfolio for Latin American clients. The core offering consists of six integrated financial services: Wealth Management (international portfolio products), Retirement Planning, Education Planning, Regular Investment (monthly savings plans), International Banking (offshore accounts), and Insurance advisory. These services are supported by a digital PWM Platform and Financial Calculator tool. The company operates as an independent broker with partnerships with major global financial institutions (Fidelity, Allianz, Standard Bank Isle of Man, and others), enabling access to worldwide investment products while providing personalized advisory through experienced consultants with over 50 years of combined experience.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management International portfolio management service providing dynamic international portfolio products with access to leading investment products worldwide through strategic currency and fund relationships, tailored to individual client goals.
- Retirement Planning Personalized pension and retirement planning services with transparent pricing, investment research, and lifetime cash flow analysis to help clients achieve retirement goals.
- Education Planning Tax-efficient flexible investment plans for funding children's university fees with capital protection guarantees (140% on 15-year plans and 160% on 20-year plans) and access to global market indices.
- Regular Investment Flexible monthly savings plans starting from USD $250 with premium options offering increased unit allocations and loyalty bonuses, available in major world currencies with terms from 5 years up to 30 years.
- International Banking Offshore banking services provided through Standard Bank Isle of Man with multi-currency sub-accounts (USD, EUR, GBP, AUD), minimum deposit of USD $7,000, and no monthly fees above the minimum balance.
- Insurance Life and medical insurance advisory services providing policies from local and international providers (including Allianz), with coverage available in multiple currencies based on individual health, age, and family history.
Quantifiable outcome
- Returns of 40%+ net annualized reported by clients in short/medium-term investments
- +2 more outcomes
Companies that use Plan Wealth Management
Customer profileNamed customers5 records
Segments3 records
Ideal customer profiles3 records
Plan Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Plan Wealth Management partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered core and minor.
- FidelitycoreStrategic partnership providing access to Fidelity's investment products and financial services for client portfolios. Fidelity is a leading global financial services firm.
- Friends Life / FP InternationalcorePartnership with FP International for international investment and savings products, serving expatriate clients across Latin America.
- Investors TrustcorePartnership providing international investment trust products and solutions for client wealth management strategies.
- NatWest InternationalcorePartnership with NatWest International for international banking solutions and services for expatriate clients.
- OMI InternationalminorPartnership for additional international financial products and services.
- Allianz MexicocorePartnership with Allianz for insurance products available to Mexican clients, providing life and medical insurance solutions.
- Utmost InternationalcorePartnership with Utmost International for wealth management and insurance products serving international clients.
- Polar Capital FundsminorPartnership for access to Polar Capital's specialized fund offerings for client portfolios.
- RL360corePartnership with RL360 for international savings and investment products, particularly serving expat and international investor clients.
- Standard Bank Isle Of MancorePartnership with Standard Bank Isle Of Man to provide international banking solutions. Clients can request sub-accounts in multiple currencies including USD, EUR, GBP, and AUD. Minimum deposit of USD $7,000 with no monthly fees above minimum balance.
Scale indicators4 records
Recent moves1 record
Expansion highlights5 records
Plan Wealth Management competitors and assessment
Company assessmentBroad incumbents
- Fisher Investments: Large US-headquartered discretionary investment manager serving high-net-worth and institutional clients globally. Comparable to Plan Wealth Management in offering personalized portfolio management and a multi-currency, multi-asset approach, but at significantly larger scale and with a private-corporate ownership structure.
- LPL Financial: Largest independent broker-dealer in the US, supporting thousands of independent financial advisors with product access, technology, and compliance. A broad incumbent analog to Plan's independent broker model, though US-focused rather than Latin America.
- Cetera Financial Group: US-based independent broker-dealer network offering wealth management and advisory services through independent financial professionals. Comparable to Plan in independent-advisor model and product-agnostic positioning, though operating in a different geography.
- Cambridge Investment Research: Independent broker-dealer supporting financial advisors with a wide product shelf and fee-based advisory support. Comparable structural analog to Plan Wealth Management's independent broker model, though serving US advisors.
Direct peers
- Utmost International: International wealth and insurance solutions provider headquartered in the UK, serving cross-border clients with unit-linked and portfolio bond products. Highly comparable to Plan's core offering and competes via its own distribution channels in Latin America.
- FP International (Friends Life): International investment and savings product provider serving expatriate clients across multiple regions. Foundational product partner of Plan Wealth Management and a direct competitor in the international savings/retirement category.
- Standard Bank Isle of Man: Provides offshore multi-currency banking and investment services to international clients. Powers Plan Wealth Management's international banking offering but also distributes directly to the same expat client base, making it a direct competitor.
- RL360 Services: Isle of Man-based international life and investment provider focused on expatriate and international investor clients. Operates as a core product partner of Plan Wealth Management and competes directly for the same expat wealth management business in Latin America.
- Investors Trust: International investment-linked pensions and savings provider serving expatriate clients across Latin America and Asia. Functions as a Plan Wealth Management product partner but also distributes through competing advisors, making it a direct competitor for the same end-client wallet.
Regional players
- NatWest International: UK-based international banking arm of NatWest Group serving expatriate and international clients. Functions as a Plan Wealth Management banking partner but also serves international clients directly, making it a regional competitor in the cross-border banking-adjacent category.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Plan Wealth Management social profiles
Digital presencePlan Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Plan Wealth Management leadership team
Management profileNumber of profiles
Plan Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Plan Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Plan Wealth Management
What does Plan Wealth Management do?
Plan Wealth Management is an independent financial advisory firm that provides personalized wealth management, retirement planning, education planning, regular monthly investment plans (from USD $250), international offshore banking, and life/medical insurance advisory services. The firm operates as an independent broker, partnering with global institutions such as Fidelity, NatWest International, Allianz, Investors Trust, and Standard Bank Isle of Man to offer Latin American clients and expatriates access to international investment products, multi-currency portfolios, and government-backed capital protection.
Is Plan Wealth Management a public or private company?
Plan Wealth Management is a private company. It is classified as unknown and is currently operating.
When was Plan Wealth Management founded?
Plan Wealth Management was founded in -1. It employs 51 to 100 people.
Where is Plan Wealth Management based?
Plan Wealth Management is headquartered in Tortola, Road Town, British Virgin Islands.
How does Plan Wealth Management make money?
Two revenue lines are on record. Advisory Fees (Third-Party Fund Manager Compensation) is the primary driver. The others are investment Management Services.
Who are Plan Wealth Management's main competitors?
Broad incumbents on record are Fisher Investments, LPL Financial, Cetera Financial Group and Cambridge Investment Research. Direct peers are Utmost International, FP International (Friends Life), Standard Bank Isle of Man, RL360 Services and Investors Trust. NatWest International is listed as a regional player.
Does Plan Wealth Management have an API?
No public API is recorded for Plan Wealth Management.
What industry is Plan Wealth Management in?
Plan Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAAABAE, Private Wealth Planning (Tax, Estate & Succession). Its NAICS code is 523940 and its SIC code is 6282.