Insights

Growth Potential Target mid-market investment firms with 11-50 employees where Resource Financial Planning, Inc. operates, highlighting potential upsell to advisory tech, platforms, and outsourced CIO services to scale client acquisition and assets under management.

Tech Stack Fit Leverage their current use of cloud services (AWS), analytics (Datadog, Hotjar), and web technologies to propose integrated data security, performance monitoring, and user experience enhancements for client portals and advisor dashboards.

Compliance & Custody Position solutions that strengthen regulatory alignment and custodial support, noting their relationship with Osaic Wealth, Inc. to offer complementary compliance, risk management, and independent RIA capabilities.

Scale & Hiring Address growth by offering scalable CRM, marketing automation, and digital onboarding tools to support hiring needs and client onboarding as they move toward higher asset targets and broader client base.

Competitive Benchmarking Differentiate via value-added services compared to peers in the segment (mid-size RIAs) by showcasing performance analytics, client engagement insights, and cost-efficient technology stacks aligned with rivals like Ameriprise or Betterment at comparable scales.

Resource Financial Planning, Inc. Tech Stack

Resource Financial Planning, Inc. uses 8 technology products and services including Hotjar, Amazon Web Services, cdnjs, and more. Explore Resource Financial Planning, Inc.'s tech stack below.

Hotjar

Analytics

Amazon Web Services

Cloud Hosting

cdnjs

Content Delivery Network

Network Solutions

Domain Name Services

Microsoft Outlook

jQuery

Javascript Libraries

Datadog

Real User Monitoring

Piwik

System Analytics & Monitoring

Resource Financial Planning, Inc. Email Formats	Example	Percentage
FirstL@resourcefinancial.com	JohnD@resourcefinancial.com	100%

Resource Financial Planning, Inc. Email Formats

Example

Percentage

FirstL@resourcefinancial.com

JohnD@resourcefinancial.com

100%

Frequently Asked Questions

What is Resource Financial Planning, Inc.'s phone number?

You can contact Resource Financial Planning, Inc.'s main corporate office by phone at

+1-503-245-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Resource Financial Planning, Inc.'s official website and social media links?

Resource Financial Planning, Inc.'s official website is resourcefinancial.com and has social profiles on LinkedIn.

How much revenue does Resource Financial Planning, Inc. generate?

As of September 2026, Resource Financial Planning, Inc.'s annual revenue is estimated to be $25M - $50M.

What is Resource Financial Planning, Inc.'s NAICS code?

Resource Financial Planning, Inc.'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Resource Financial Planning, Inc. have currently?

As of September 2026, Resource Financial Planning, Inc. has approximately 20 employees across 2 continents, including North America and Oceania. Key team members include Program & Business Operations Manager (chief Of Staff Scope): M. S. and Investment Adviser Representative: T. R. Explore Resource Financial Planning, Inc.'s employee directory with LeadIQ.

What industry does Resource Financial Planning, Inc. belong to?

Resource Financial Planning, Inc. operates in the Investment Management industry.

What technology does Resource Financial Planning, Inc. use?

Resource Financial Planning, Inc.'s tech stack includes Hotjar, Amazon Web Services, cdnjs, Network Solutions, Microsoft Outlook, jQuery, Datadog and Piwik.

What is Resource Financial Planning, Inc.'s email format?

Resource Financial Planning, Inc.'s email format typically follows the pattern of FirstL@resourcefinancial.com. Find more Resource Financial Planning, Inc. email formats with LeadIQ.

When was Resource Financial Planning, Inc. founded?

Resource Financial Planning, Inc. was founded in 1982.

Resource Financial Planning, Inc.

Q: What technology does Resource Financial Planning, Inc. use?

Resource Financial Planning, Inc.'s tech stack includes SWFObject, Cloudflare CDN, Microsoft, Google Maps, Unpkg.

Q: What is Resource Financial Planning, Inc.'s NAICS code?

Resource Financial Planning, Inc.'s NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementOregon, United States11-50 Employees

Resource Financial Planning, Inc. operates in the investment management sector, offering securities and investment advisory services through a registered broker-dealer arrangement with Osaic Wealth, Inc. The firm positions itself as independent from Osaic Wealth, providing guidance to clients while acknowledging its separate status, and directs clients to its website for disclosures. Based in Portland, Oregon, the company serves clients in the United States and operates with a small to mid-sized team. The primary focus appears to be providing financial planning and investment-related services, addressing the needs of individuals seeking professional management and advisory support for their portfolios.

Insights

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