Insights

Growing mid-market Planned Investment Co. INC. operates in financial services with a small to mid-sized team (11-50 employees) and revenue in the $10M-$25M range, suggesting a potential for scalable financial technology, advisory services, and security solutions tailored for growing firms.

Cloud and web stack Technology usage includes AWS, Cloudflare DNS, Adobe ColdFusion, and web performance/security tools, presenting opportunities for cloud optimization, security hardening, migration support, and modernization of legacy applications.

Security focus Presence of X-Content-Type-Options and Cloudflare DNS indicates emphasis on web security and resilience, creating openings for targeted security products, threat detection, and compliance services.

Strategic fit Comparable firms in the same sector exhibit large employee bases and multi-billion revenue, suggesting Planned Investment Co. could benefit from tailored financial products, investment platforms, or ERP/CRM integrations to scale operations and client management.

Growth opportunities Moderate revenue band with potential for expansion implies cross-sell of investment advisory, retirement planning, custody solutions, or data analytics services to optimize portfolio performance and client acquisition.

Similar companies to Planned Investment Co. INC.

Planned Investment Co. INC. Tech Stack

Planned Investment Co. INC. uses 8 technology products and services including Amazon Web Services, Cloudflare DNS, Skrollr, and more. Explore Planned Investment Co. INC.'s tech stack below.

  • Cloud Hosting
  • Cloudflare DNS
    Domain Name Services
  • Skrollr
    Javascript Libraries
  • Amazon ALB
    Load Balancers
  • System Analytics & Monitoring
  • X-Content-Type-Options
    Web & Portal Technology
  • Adobe ColdFusion
    Web Frameworks
  • Facebook
    Widgets

Planned Investment Co. INC.'s Email Address Formats

Planned Investment Co. INC. uses at least 4 email formats:
Planned Investment Co. INC. Email FormatsExamplePercentage
FLast@plannedinvest.comJDoe@plannedinvest.com
58%
FirstLast@plannedinvest.comJohnDoe@plannedinvest.com
17%
First@plannedinvest.comJohn@plannedinvest.com
17%
F.Last@plannedinvest.comJ.Doe@plannedinvest.com
8%

Frequently Asked Questions

What is Planned Investment Co. INC.'s phone number?

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You can contact Planned Investment Co. INC.'s main corporate office by phone at . 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 Planned Investment Co. INC.'s official website and social media links?

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Planned Investment Co. INC.'s official website is plannedinvest.com and has social profiles on LinkedIn.

How much revenue does Planned Investment Co. INC. generate?

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As of September 2026, Planned Investment Co. INC.'s annual revenue is estimated to be $10M - $25M.

What is Planned Investment Co. INC.'s SIC code and NAICS code?

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Planned Investment Co. INC.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Planned Investment Co. INC. have currently?

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As of September 2026, Planned Investment Co. INC. has approximately 11 employees across 1 continents, including North America. Key team members include Chairman: G. S. and Vice President: T. R. Explore Planned Investment Co. INC.'s employee directory with LeadIQ.

What industry does Planned Investment Co. INC. belong to?

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Planned Investment Co. INC. operates in the Financial Services industry.

What technology does Planned Investment Co. INC. use?

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Planned Investment Co. INC.'s tech stack includes Amazon Web Services, Cloudflare DNS, Skrollr, Amazon ALB, Piwik, X-Content-Type-Options, Adobe ColdFusion and Facebook.

What is Planned Investment Co. INC.'s email format?

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Planned Investment Co. INC.'s email format typically follows the pattern of FLast@plannedinvest.com. Find more Planned Investment Co. INC. email formats with LeadIQ.
Planned Investment Co. INC. logo

Planned Investment Co. INC.

Financial ServicesMaryland, United States11-50 Employees

Planned Investment Co. INC. is a financial services firm based in Rockville, Maryland. Publicly available information frames the company primarily through its LinkedIn presence, emphasizing employment and professional networking. The firm is described as small to mid-sized, reflecting a limited but established footprint in the industry. As part of the broader financial services sector, it sits among larger peers such as MassMutual, Charles Schwab, Fidelity Investments, and other established firms. The available materials do not specify its client base or product offerings, instead focusing on organizational identity and recruitment. The information positions Planned Investment Co. INC. as a local Maryland player within the financial services landscape, with a LinkedIn footprint that centers on connecting professionals.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Planned Investment Co. INC.'s revenue is estimated to be in the range of $10M - $25M

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