Communitas Financial Planning Competitors and Similar CompaniesClear all

Communitas Financial Planning's competitors and similar companies include LourdMurray, Trillium Asset Management, Caprock and Sarona Asset Management.

	Communitas Financial Planning Communitas Financial Planning is fee-only financial planning and socially responsible investment management firm.	LourdMurray LourdMurray is a wealth management group providing fee-only investment advice.	Trillium Asset Management Trillium Asset Management, LLC is the oldest independent investment advisor devoted exclusively to sustainable and responsible investing (SRI).	Caprock Caprock (also known as The CAPROCK Group) is a company offering financial solutions.	Sarona Asset Management Sarona is a private equity firm, investing growth capital in companies and private equity funds in frontier and emerging markets around the world.
Founding Date	Founding Date 2011	Founding Date 2006	Founding Date 1982	Founding Date 2005	Founding Date 1953
Type	Type Private	Type Private	Type Private	Type Private	Type Private
Tags	Tags Business Products & Services Financial Services Investment bcorp investment management	Tags Financial Services financial management investment management	Tags Financial Services Investment bcorp financial management investment management	Tags Business Products & Services Financial Services Investment bcorp financial management investment management	Tags Financial Services Investment bcorp investment management
Locations	Locations Oakland, US HQ Oakland, US San Francisco, US	Locations Beverly Hills, US HQ Baton Rouge, US Los Angeles, US San Diego, US	Locations Boston, US HQ Edinburgh, GB London, GB Portland, US San Francisco, US	Locations Boise, US HQ Mercer Island, US Newport Beach, US New York, US Park City, US San Jose, US	Locations Kitchener, CA HQ Sydney, AU Kitchener, CA Amsterdam, NL Albany, US New York, US
Employees	Employees 2	Employees 40	Employees 76	Employees 1082% increase	Employees 2953% increase