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PlanVision

Finance · Fuquay Varina, North Carolina

FinancialFinance
Fuquay Varina, North Carolina, United States4 employees$1.1M revenue
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Products & Services

FinancialFinanceFinancial Services

About PlanVision

This profile covers PlanVision, a company based in Fuquay Varina, North Carolina, United States, operating in Financial Services, employing 1-5 people, reporting $1M-$5M in annual revenue and classified under Portfolio Management and Investment Advice.

Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). PlanVision is one of 96,354 Financial companies listed in North Carolina.

Business Contact Information

Phone
+1 (855) 9654286
Address
2316 Glade Mill Ct, Fuquay Varina, North Carolina, 27526, United States

Industry & Classification

Industry
Financial
Sector
Finance
Segment
Financial Services
IndustryFinancialFinanceFinancial Services

NAICS Codes

  • 52Finance and Insurance
  • 5239Other Financial Investment Activities
  • 523940Portfolio Management and Investment Advice

SIC Codes

  • 62Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 628Services Allied With The Exchange Of Securities
  • 6282Investment Advice

Company Details

Employees
4 (1-5)
Annual Revenue
$1.1M ($1M-$5M)

PlanVision: frequently asked questions

What does PlanVision do?

This profile covers PlanVision, a company based in Fuquay Varina, North Carolina, United States, operating in Financial Services, employing 1-5 people, reporting $1M-$5M in annual revenue and classified under Portfolio Management and Investment Advice.

Where is PlanVision located?

PlanVision is headquartered at 2316 Glade Mill Ct, Fuquay Varina, North Carolina, 27526, United States.

How many employees does PlanVision have?

PlanVision has about 4 employees (the 1-5 range).

What is PlanVision's annual revenue?

PlanVision's annual revenue is estimated at $1.1M (the $1M-$5M range).

What industry is PlanVision in?

PlanVision is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).

How can I contact PlanVision?

Its website is planvisionmn.com and its phone number is +1 (855) 9654286.

What companies are similar to PlanVision?

Other large financial companies in North Carolina include Bank of America Corp, Deutsche Bank, Truist Financial Corp and Investors Management Corp.

Largest financial companies in North Carolina

Largest companies in North Carolina

Largest financial companies

Manufacturing sales in North Carolina, 2026

In North Carolina, Factur's 2026 study counted 23 manufacturing quotes worth $2.4M and 1 purchase orders over 12 months: 4% of quotes became orders, against 21% nationally. See the North Carolina data.

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