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Company profilethoughtfulplan.com ↗

Thoughtful Plan Inc

Thoughtful Plan combines personalized guidance with an online wealth advice platform.

Financial Services
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Headquarters
Buffalo, New York, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
1 to 10Source: RevenueBaseRetrieved October 13, 2026
Founded
2016Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
36 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does Thoughtful Plan Inc do?

Clients choose how much to use the digital platform based on their comfort with technology. Securities and Retirement Plan Consulting Program advisory services are offered through LPL Financial.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

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Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

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BADGE PREVIEWThoughtful Plan Inc listed #16 on Personalized investment platforms, September 28, 2026Open the published source list.
Thoughtful Plan Inc

#16 Personalized investment platforms

Snapshot: September 28, 2026

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Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 2, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 13, 2026, September 15, 2026, September 18, 2026, September 19, 2026, September 20, 2026, September 21, 2026, September 25, 2026, September 27, 2026, September 28, 2026, September 29, 2026, October 10, 2026 and October 11, 2026. How the company lists are built.

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