Insights

Growth expansion The company has recently expanded offices to Florida, indicating willingness to scale operations and reach more college-bound families, presenting opportunities for localized marketing partnerships, campus events, and region-specific financial aid workshops.

Financial aid focus Positioned as an authority on maximizing financial aid, creating cross-sell opportunities with complementary financial planning services, scholarship search partnerships, and targeted outreach to high-need families seeking optimized aid outcomes.

Mid-market sizing Employee count and revenue suggest a mid-market profile with potential for scalable service add-ons such as enterprise-grade analytics for schools, gated content offerings, and tiered coaching programs for larger district-level clients.

Educational tech Tech stack shows reliance on analytics and modern web tools (Facebook Pixel, Google tracking, HTTP/3) alongside standard productivity tools, signaling openness to digital marketing partnerships, CRM integrations, and enhanced measurement for ROI on admissions and financial planning campaigns.

Strategic partnerships Recent news about new admissions and financial planning services signals readiness for collaborations with college counselors, high school guidance programs, and regional education nonprofits to co-market services and expand referral pipelines.

Similar companies to College Planning Experts

College Planning Experts Tech Stack

College Planning Experts uses 8 technology products and services including Facebook Pixel, Google Call Conversion Tracking, oEmbed, and more. Explore College Planning Experts's tech stack below.

Facebook Pixel
Analytics
Google Call Conversion Tracking
Analytics
oEmbed
Dev Tools
Microsoft 365
Email
Twemoji
Font Scripts
HTTP/3
Web & Portal Technology
GoDaddy
Web Hosting
FitVids.js
Web Tools And Plugins

Media & News

College Planning Experts's Email Address Formats

College Planning Experts uses at least 2 format(s):

College Planning Experts Email Formats	Example	Percentage
FLast@collegeplanningexperts.com	JDoe@collegeplanningexperts.com	57%
First@collegeplanningexperts.com	John@collegeplanningexperts.com	43%
First@collegeplanningsource.com	John@collegeplanningsource.com	57%
FLast@collegeplanningsource.com	JDoe@collegeplanningsource.com	29%
F.Last@collegeplanningsource.com	J.Doe@collegeplanningsource.com	14%

Frequently Asked Questions

What is College Planning Experts's phone number?

You can contact College Planning Experts's main corporate office by phone at

+1-661-295-****

. 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 College Planning Experts's official website and social media links?

College Planning Experts's official website is collegeplanningexperts.com and has social profiles on LinkedIn.

How much revenue does College Planning Experts generate?

As of July 2026, College Planning Experts's annual revenue is estimated to be $10M - $25M.

What is College Planning Experts's NAICS code?

College Planning Experts's NAICS code is 92311 - Administration of Education Programs.

How many employees does College Planning Experts have currently?

As of July 2026, College Planning Experts has approximately 12 employees across 2 continents, including North AmericaAfrica. Key team members include Ops Manager: G. S.Operations Manager: G. R.Financial Advisor: C. W.. Explore College Planning Experts's employee directory with LeadIQ.

What industry does College Planning Experts belong to?

College Planning Experts operates in the Education Administration Programs industry.

What technology does College Planning Experts use?

College Planning Experts's tech stack includes Facebook PixelGoogle Call Conversion TrackingoEmbedMicrosoft 365TwemojiHTTP/3GoDaddyFitVids.js.

What is College Planning Experts's email format?

College Planning Experts's email format typically follows the pattern of FLast@collegeplanningexperts.com. Find more College Planning Experts email formats with LeadIQ.

College Planning Experts

Q: How many employees does College Planning Experts have currently?

College Planning Experts has approximately 12 employees.

Q: What technology does College Planning Experts use?

College Planning Experts's tech stack includes WordPress Multisite, JSON-LD, Cloudflare CDN, Font Awesome, Gravity Forms.

Q: What is College Planning Experts's NAICS code?

College Planning Experts's NAICS code is 92311 (Administration of Education Programs).

Education Administration ProgramsUnited States11-50 Employees

College Planning Experts provides guidance for families navigating college admissions and financing. Its services are focused on helping students gain admission to their chosen colleges while optimizing the financial aid available to them. The firm operates within the Education Administration Programs sector in the United States and maintains a small to mid-sized team.

In October 2022, the company announced the launch of a Chicago-based financial planning and admissions advice service. The company also expanded its services to Florida to reach more college-bound families.