A law practice dedicated to family wealth preservation. Estate Planning: WealthPLAN combines traditional estate planning with wealth preservation techniques to preserve your wealth for your lifetime …
WealthPLAN is a San Jose, California-based personal injury firm running 4 technologies across 4 categories. Key investments include Cloudflare Web Analytics for analytics, Fastly for cdn & Microsoft 365 for email infrastructure. Within the Minimalist Tech Users segment (10,175 firms), WealthPLAN ranks #1280 and outperforms 87% of peers on technology adoption.
| Firm | Score | Similarity | Segment |
|---|---|---|---|
| Fepins | 9.5 | 100.0% | Awareness-Only Firms |
| Rothstein Law Group PLC | 9.5 | 100.0% | Awareness-Only Firms |
| Frank | 8.0 | 100.0% | Minimalist Tech Users |
| 5050Ins | 13.5 | 100.0% | Awareness-Only Firms |
| Law Office of Michael W. Patrick | 9.5 | 100.0% | Awareness-Only Firms |
| Familyinsuranceoftampa | 9.5 | 100.0% | Awareness-Only Firms |
| Goldberg Noone Abraham | 10.5 | 100.0% | Minimalist Tech Users |
| Ohanainsured | 9.5 | 100.0% | Awareness-Only Firms |
| Firm | Score | Grade | Attys | City | |
|---|---|---|---|---|---|
| WealthPLAN | 4.0 | F | — | San Jose | you |
| The Dominguez Firm Llp. | 80.8 | A- | 462 | Los Angeles | |
| Jacoby & Meyers | 82.5 | A- | 449 | Ontario | |
| Wisner Baum | 81.0 | A- | 433 | Los Angeles | |
| Sweet James Llp. | 81.5 | A- | 415 | Newport Beach | |
| Panish | Shea | Ravipudi | 69.0 | B- | 388 | Riverside |
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