iPlanGroup

iPlanGroup

iplangroup.com

financial services

Westlake, Ohio, United States
11-50 employees
10000000 revenue

About iPlanGroup

self directed ira, self directed roth, simple ira, sep ira, alternative investing, nontraditional investing, real estate investments, nontraditional investments, entity investments, promissory notes, real estate, tax liens, roth ira, coverdell, hsa, cesa, investment support, retirement planning, securities and commodity contracts intermediation and brokerage, real estate investing

Decision Makers at iPlanGroup

1 contact

Jill Banner

CEO and Founder | Retirement Plan Admisitration for Alternative Investments

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10 technologies detected · 1 decision maker · Emails available

Sales Outreach Angle

CRMs like Salesforce signal an active sales operation. Companies using Salesforce are strong targets for sales training, RevOps tools, data enrichment, and Salesforce integrations.

iPlanGroup's Position in the StackWho Database

  • iPlanGroup is 1 of 21,667 financial services companies tracked in StackWho.
  • 21,586 financial services companies in our database have verified decision-maker emails (100% of the cohort).
  • 6,621 companies in Ohio are in the StackWho database.
  • 7,667 financial services companies are in the 11-50 employee range (same size as iPlanGroup).

Technology detection from public web signals. Decision-maker contacts compiled from LinkedIn public profiles, company filings, and verified outbound testing. Methodology & sources · Updated July 2026.

Frequently Asked Questions

What technology does iPlanGroup use?

iPlanGroup uses Salesforce, Outlook, Microsoft Office 365, Backbone JS Library, Google Font API, Mobile Friendly, and 4 more technologies. This data is sourced from StackWho's technology detection engine.

How do I contact the decision makers at iPlanGroup?

StackWho has verified email addresses for 1 decision maker at iPlanGroup. Pro members can access direct emails for the CEO, CTO, VP of Engineering, and other key contacts. Use StackWho to reach iPlanGroup directly for sales, recruiting, or partnerships.

What industry is iPlanGroup in?

iPlanGroup operates in the financial services industry, headquartered in Westlake, Ohio, United States. StackWho tracks technology stacks and decision maker contacts for companies across all industries.

Can I export iPlanGroup's contact data?

Yes. StackWho Pro members can export decision maker contact data for iPlanGroup and similar companies to CSV. Use the export feature to build targeted prospect lists segmented by technology stack, industry, or location.