financegeeks

Financial Planning Softwarefinancegeeks.com

FinanceGeeks is a privately held Indianapolis-based SaaS platform that provides tax planning, retirement planning, and performance reporting software primarily for CPAs, EAs, and financial advisors serving individual clients.

Company typePrivate
Founded-
HeadquartersIndianapolis, United States
Headcount11–50
GTM typeB2B
OfferingSoftware

What financegeeks does

FinanceGeeks is a privately held, Indianapolis-based software company that provides a cloud-based financial planning platform for tax planning, retirement planning, and performance reporting. The company targets practicing tax and financial professionals — primarily Certified Public Accountants (CPAs), Enrolled Agents (EAs), and financial advisors — and also addresses planners and families. The platform is purpose-built for use during and after live client meetings: advisors upload client financial documents (including tax returns), the system ingests structured financial data, and built-in algorithms surface tax savings opportunities, retirement scenarios, and portfolio performance insights that are then rendered as client-friendly reports. The product is organized into three core modules — Tax Planning (Tax Snapshot, Scenario Builder, Tax Clarity Tool), Retirement Planning (Personalized Outlook, What-If Explorer, Clarity Guide), and Performance Reports (Insight-Driven Reporting, Trend Translator, Client Friendly Summaries) — sold individually or bundled.

financegeeks firmographics

Firmographics

Name: financegeeks
Legal name: FinanceGeeks
Website: https://financegeeks.com
Company type: Private
Operating status: Operating
Headcount range: 11–50 employees
Short description: FinanceGeeks is a privately held Indianapolis-based SaaS platform that provides tax planning, retirement planning, and performance reporting software primarily for CPAs, EAs, and financial advisors serving individual clients.
Ownership category
akta.pro rank

financegeeks industry classification

Industry

Product category: Financial Planning Software
NAICS: Portfolio Management and Investment Advice (523940)
SIC: Investment Advice (6282)
akta.pro primary industry: Retirement Planning & Long-Term Financial Planning Tools (FSAGADAI)
akta.pro secondary industry: Expense Tracking & Financial Dashboards (FSAGADAB)

Keywords

Financial planning software
Tax planning software
Retirement planning tools
Advisor performance reporting
CPA planning software

Where financegeeks is headquartered

Location

Headquarters

HQ city: Indianapolis
HQ country: United States
HQ region: North America

Offices1 record

Markets served

financegeeks business model

Business model

GTM type: B2B
Offering type: Software
Cost components: Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

Subscription Plans: FinanceGeeks generates revenue through tiered subscription plans offering monthly and annual billing options. The subscription includes access to tax analysis reports, retirement planning recommendations, and performance reports depending on the plan tier.

Pricing tiers

Model	Billing	Price
Subscription	Monthly	Tax Analysis plan offering unlimited tax analysis reports and individualized planning recommendations
Subscription	Monthly	Premium Bundle providing best value with unlimited access to all features including tax analysis, retirement planning, and performance reports
Subscription	Annual	Performance Reports plan offering unlimited visual performance reports
Unit Pricing	Pay-as-you-go	Individual report option for one-time tax analysis or performance report needs

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

financegeeks product offering

Product offering

Core offering

FinanceGeeks is a cloud-based financial planning software platform built for financial advisors, CPAs, and tax professionals. It delivers three integrated modules — Tax Planning, Retirement Planning, and Performance Reports — that allow advisors to upload client financial documents (including tax returns) and generate tax strategies, retirement projections, and client-friendly performance reports with real-time scenario adjustments during live client meetings.

Product overview

FinanceGeeks is a unified financial planning platform that offers three core products: Tax Planning, Retirement Planning, and Performance Reports. These modules work together within a single platform - advisors upload client financial documents once and receive analysis across all three areas. The platform is sold as individual reports ($6.95 each), as individual plan subscriptions (Tax Analysis at $29/month or Performance Reports at $199/year), or as a Premium Bundle ($49/month) that combines all three core products with unlimited reports.

Differentiator

Problem solved

Functional benefit

Products and services

Tax Planning Tax planning module for financial advisors, CPAs, and tax professionals that delivers tax strategies aligned with client financial goals. Includes Tax Snapshot for breaking down marginal tax brackets and state-specific insights, Scenario Builder for 'what if' strategies and forecasting next season's tax outcomes, and Tax Clarity Tool for interactive client education on how taxes work. Supports document upload (including tax returns) to surface risks and tax-saving opportunities.
Retirement Planning Retirement planning module for financial advisors that builds personalized retirement plans adapting to life-stage changes. Includes Personalized Outlook for aligning savings and investments with long-term goals, What-If Explorer for testing multiple retirement paths with adjustable timelines and spending habits, and Clarity Guide for explaining retirement strategies to clients.
Performance Reports Performance reporting module that turns complex portfolio performance data into clear, client-friendly insights. Includes Insight-Driven Reporting for highlighting performance across timeframes and benchmarks, Trend Translator for identifying patterns and anomalies with easy-to-digest visuals, and Client Friendly Summaries for breaking down numbers into meaningful takeaways for client conversations.
Individual Reports One-off tax analysis or performance report purchase for users who need a single report without a subscription. Sold at $6.95 per report and positioned as a low-commitment entry point for advisors, tax professionals, and individual users.

Quantifiable outcome

Tax advisors have demonstrated ability to save clients $45,000 or more in taxes and close over $2M in new business in one week using the platform
+1 more outcomes

Companies that use financegeeks

Customer profile

Named customers3 records

Segments5 records

Ideal customer profiles4 records

financegeeks technology and API

Technology

Technology focussed Yes

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability2 records

Feature5 records

financegeeks partnerships and signals

Strategic signal

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

financegeeks competitors and assessment

Company assessment

Direct peers

Holistiplan: Holistiplan provides tax planning software for financial advisors, focused on analyzing client tax returns and surfacing planning opportunities — the same core use case as FinanceGeeks' tax planning module and the most direct head-to-head competitor.
RightCapital: RightCapital offers a cloud-based financial planning platform for advisors covering retirement, tax, and investment planning — directly overlapping with all three of FinanceGeeks' core product suites and serving the same CPA/EA/RIA persona.
MoneyGuidePro: MoneyGuidePro is an established goal-based financial planning platform used by thousands of advisors for retirement and investment planning — a direct competitor in the advisor-facing planning space, though broader in scope and longer-tenured.
eMoney Advisor: eMoney Advisor is a comprehensive financial planning platform for advisors covering retirement, tax, and performance reporting — overlapping meaningfully with all three of FinanceGeeks' core product lines, and a more enterprise-grade incumbent.

Emerging players

Income Lab: Income Lab focuses on retirement income planning and tax-aware withdrawal strategies for advisors — partial overlap with FinanceGeeks' retirement and tax planning modules, particularly around scenario modeling and tax withdrawal strategies.
fpPathfinder: fpPathfinder provides financial planning tools, checklists, and resources for financial advisors, with overlap in workflow and planning process support — adjacent to FinanceGeeks' planning-driven use cases.
Advyzon: Advyzon provides a unified advisor platform combining CRM, portfolio reporting, and financial planning — overlapping with FinanceGeeks' performance reporting and broader planning vision, aimed at small-to-mid RIAs.

Broad incumbents

Orion Advisor Technology: Orion offers an enterprise wealth management platform including performance reporting, planning, and account aggregation — overlapping with FinanceGeeks' performance reports and broader advisory tooling, but at a much larger enterprise scale.
Black Diamond (SS&C Advent): Black Diamond is an established performance reporting and practice management platform for advisors — directly comparable to FinanceGeeks' performance reports module but positioned for larger RIAs with deeper integration requirements.

Others

Holistiplan (Note: See above): Adjacent comparison placeholder omitted to avoid duplication; the ten peer slots prioritize closer comparables above.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

financegeeks financial estimates

Financial estimate

Revenue estimate

Valuation estimate

financegeeks leadership team

Management profile

Number of profiles

Profiles1 record

financegeeks funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

financegeeks M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about financegeeks

What does financegeeks do?

Is financegeeks a public or private company?

financegeeks is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was financegeeks founded?

financegeeks was founded in -1. It employs 11 to 50 people.

Where is financegeeks based?

financegeeks is headquartered in Indianapolis, United States, in the North America region.

How does financegeeks make money?

One revenue line is on record: subscription Plans.

Who are financegeeks's main competitors?

Direct peers on record are Holistiplan, RightCapital, MoneyGuidePro and eMoney Advisor. Emerging players are Income Lab, fpPathfinder and Advyzon. Broad incumbents are Orion Advisor Technology and Black Diamond (SS&C Advent). Holistiplan (Note: See above) is listed as an others.

Does financegeeks have an API?

No public API is recorded for financegeeks.

What industry is financegeeks in?

financegeeks's product category is Financial Planning Software. Its primary akta.pro industry code is FSAGADAI, Retirement Planning & Long-Term Financial Planning Tools, with a secondary code of FSAGADAB, Expense Tracking & Financial Dashboards. Its NAICS code is 523940 and its SIC code is 6282.