Key facts
- Status: Privately Held (no backing).
Leadership
- Greg CampanileDirector of Investments
- ·Watchlist + deal alerts for Planning Alliance
- ·The full record, as it builds
Funding rounds
No funding rounds for Planning Alliance are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Planning Alliance
Provider of financial services and wealth management strategies to individuals, families, and businesses. The firm specializes in family office services, including estate planning, business continuity planning, and tax-efficient financial modeling. With several office locations across the country, the entity is affiliated with The Guardian Life Insurance Company of America and Park Avenue Securities LLC.
- Sector
- Financial Services
- HQ
- Bloomfield, NJ, United States
- Employees
- 115
- Website
- planningalliance.com/
- Ownership
- Privately Held (no backing)
Planning Alliance 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 Planning Alliance 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 Planning Alliance in its N-PORT filings yet. We sweep new filings monthly.