Key facts
- Status: Privately Held (no backing).
- ·Watchlist + deal alerts for Northeast Planning Associates
- ·The full record, as it builds
Funding rounds
No funding rounds for Northeast Planning Associates are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Northeast Planning Associates
Provider of financial planning and investment advice to individuals, families, and businesses. The registered investment adviser and financial planning firm has over 75 financial advisors in 45+ offices throughout New England. NPA offers insurance strategies, brokerage services, and collaborates with certified public accountants, attorneys, and financial institutions to provide comprehensive service.
- Sector
- Financial Services
- HQ
- Bedford, NH, United States
- Employees
- 80
- Website
- northeastplanning.com/
- Ownership
- Privately Held (no backing)
Northeast Planning Associates doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Northeast Planning Associates shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Northeast Planning Associates in its N-PORT filings yet. We sweep new filings monthly.