What is The Planning Center, Inc.'s NAICS code?

The Planning Center, Inc.'s NAICS code is 52 (Finance and Insurance).

Insights

Financial Planning Focus The Planning Center specializes in personalized financial planning and behavioral finance grounded in academic research, indicating a potential fit for consulting services, educational workshops, and premium planning tools that enhance client engagement and retention.

Mid-Sized Firm With 11-50 employees and revenue in the mid six-figure to seven-figure range, there is opportunity to offer scalable solutions such as CRM enhancements, marketing automation, and compliance tools tailored to growing advisory practices.

Technology Stack Current tech includes Microsoft 365, Google Maps, Cloudflare Bot Management, HTTP/3, and analytics surfaces; potential to upsell cybersecurity enhancements, data governance, and client portal integrations to improve efficiency and client experience.

Strategic Growth The emphasis on customization by values and life-stage planning signals openness to strategic partnerships, white-label planning software, and training programs that augment advisor capabilities and client outcomes.

Market Positioning Positioned as a trusted, research-backed planning firm, there is an opportunity to provide marketing services, thought leadership content, and reputation management to attract more affluent clients seeking objective and simplified financial guidance.

Similar companies to The Planning Center, Inc.

The Planning Center, Inc. Tech Stack

The Planning Center, Inc. uses 8 technology products and services including Cloudflare, Microsoft 365, Slick, and more. Explore The Planning Center, Inc.'s tech stack below.

Cloudflare
Content Management System
Microsoft 365
Email
Slick
Javascript Libraries
Lightbox
Javascript Libraries
Google Maps
Maps
reCAPTCHA
Security
Google Search Console
Web Analytics
Zoom
Web Conferencing

Media & News

The Planning Center, Inc. recognized as Best RIAs to Work For in 2025.
TPC named to Financial Planning's Best RIAs to Work For in 2025.
Dec 17, 2025 | www.theplanningcenter.com

The Planning Center, Inc.'s Email Address Formats

The Planning Center, Inc. uses at least 1 format(s):

The Planning Center, Inc. Email Formats	Example	Percentage
First@theplanningcenter.com	John@theplanningcenter.com	58%
FLast@theplanningcenter.com	JDoe@theplanningcenter.com	24%
Last@theplanningcenter.com	Doe@theplanningcenter.com	14%
FirstL@theplanningcenter.com	JohnD@theplanningcenter.com	4%

Frequently Asked Questions

What is The Planning Center, Inc.'s phone number?

You can contact The Planning Center, Inc.'s main corporate office by phone at

+1-309-797-****

. 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 The Planning Center, Inc.'s official website and social media links?

The Planning Center, Inc.'s official website is theplanningcenter.com and has social profiles on LinkedIn.

How much revenue does The Planning Center, Inc. generate?

As of July 2026, The Planning Center, Inc.'s annual revenue is estimated to be $25M - $50M.

What is The Planning Center, Inc.'s SIC code NAICS code?

The Planning Center, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does The Planning Center, Inc. have currently?

As of July 2026, The Planning Center, Inc. has approximately 26 employees across 1 continents, including North America. Key team members include Compliance Manager: B. L.Senior Financial Planner: A. B.Tax Advisor: C. A.. Explore The Planning Center, Inc.'s employee directory with LeadIQ.

What industry does The Planning Center, Inc. belong to?

The Planning Center, Inc. operates in the Financial Services industry.

What technology does The Planning Center, Inc. use?

The Planning Center, Inc.'s tech stack includes CloudflareMicrosoft 365SlickLightboxGoogle MapsreCAPTCHAGoogle Search ConsoleZoom.

What is The Planning Center, Inc.'s email format?

The Planning Center, Inc.'s email format typically follows the pattern of First@theplanningcenter.com. Find more The Planning Center, Inc. email formats with LeadIQ.

When was The Planning Center, Inc. founded?

The Planning Center, Inc. was founded in 1998.

The Planning Center, Inc.

Q: How many employees does The Planning Center, Inc. have currently?

The Planning Center, Inc. has approximately 26 employees.

Q: What technology does The Planning Center, Inc. use?

The Planning Center, Inc.'s tech stack includes Google Search Console, WordPress Block Editor, Facebook, jQuery, Microsoft Windows.

Financial ServicesIllinois, United States11-50 Employees

The Planning Center, Inc. is a financial planning firm based in Moline, Illinois, serving clients across different life stages. Its approach centers on creating a safe space for discussing money, offering objectivity amid market noise, and guiding clients through complex, interconnected planning strategies to simplify and organize their finances. The firm emphasizes personalized plans aligned with individual values and circumstances, aiming to build financial security and peace of mind through ongoing life and money conversations. Positioned within the financial services industry, The Planning Center combines research-backed philosophies in financial planning, investment management, and behavioral science to support client growth and decision-making, with a focus on long-term planning relationships rather than quick financial outcomes.