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Companies Similar to WealthPlan Trading LLC

Found 20 companies with similar characteristics based on SEC Form D filings

Comparing To
WealthPlan Trading LLC
NY Other Banking and Financial Services $4.5M Debt

Similar Companies

20 found

Supervest Financing, LLC, Gross Contribution Series

Recently Raised
NY Other Banking and Financial Services 2025
$5.2M 100% match
Recently Raised Same state (NY) Same industry Debt Similar raise

Supervest Financing, LLC, Portfolio Value Series

Recently Raised
NY Other Banking and Financial Services 2025
$2.7M 100% match
Recently Raised Same state (NY) Same industry Debt Similar raise

Supervest Investments, LLC, Series B

Recently Raised
NY Other Banking and Financial Services 2025
$4.4M 100% match
Recently Raised Same state (NY) Same industry Debt Similar raise

Supervest Investments, LLC, Series D

Recently Raised
NY Other Banking and Financial Services 2025
$12.4M 90% match
Recently Raised Same state (NY) Same industry Debt

Supervest Investments, LLC, Series E

Recently Raised
NY Other Banking and Financial Services 2025
$1.2M 90% match
Recently Raised Same state (NY) Same industry Debt

Monark Markets, Inc.

Recently Raised
NY Other Banking and Financial Services 2026
$4.9M 85% match
Recently Raised Same state (NY) Same industry Similar raise

Paperstack Inc.

Recently Raised
NY Other Banking and Financial Services 2025
$3.6M 85% match
Recently Raised Same state (NY) Same industry Similar raise

Transparency Analytics Inc.

Recently Raised
NY Other Banking and Financial Services 2025
$3.2M 85% match
Recently Raised Same state (NY) Same industry Similar raise

CIO Group, LLC

Recently Raised
NY Other Banking and Financial Services 2025
$3.2M 85% match
Recently Raised Same state (NY) Same industry Similar raise

Collaborative Capital Holdings LLC

Recently Raised
NY Other Banking and Financial Services 2025
$5.3M 85% match
Recently Raised Same state (NY) Same industry Similar raise

42 AM Holdings, LLC

Recently Raised
NY Other Banking and Financial Services 2025
$2.8M 85% match
Recently Raised Same state (NY) Same industry Similar raise

EIO USA LLC

Raised Past Year
NY Other Banking and Financial Services 2025
$2.0M 85% match
Raised Past Year Same state (NY) Same industry Debt

Cedar Lane Capital LLC

NY Other Banking and Financial Services
$8.2M 80% match
Same state (NY) Same industry Debt Similar raise

SHAMROCK BANCSHARES INC

Recently Raised
OK Other Banking and Financial Services 2026
$5.0M 80% match
Recently Raised Same industry Debt Similar raise

Oakwood Lending, LLC

Recently Raised
NC Other Banking and Financial Services 2026
$7.1M 80% match
Recently Raised Same industry Debt Similar raise

OnPath Federal Credit Union

Recently Raised
LA Other Banking and Financial Services 2026
$8.5M 80% match
Recently Raised Same industry Debt Similar raise

TOTAL IMPACT NOTES PUBLIC BENEFIT LLC

Recently Raised
MD Other Banking and Financial Services 2026
$2.5M 80% match
Recently Raised Same industry Debt Similar raise

Founders First Change Catalyst Fund II, LLC

Recently Raised
CA Other Banking and Financial Services 2026
$4.9M 80% match
Recently Raised Same industry Debt Similar raise

Tech Credit Union

Recently Raised
IN Other Banking and Financial Services 2025
$4.0M 80% match
Recently Raised Same industry Debt Similar raise

Supervest Financing, LLC, Net Contribution Series

Recently Raised
NY Other Banking and Financial Services 2025
$848K 80% match
Recently Raised Same state (NY) Same industry Debt