Insights

Tax Savings CollegeInvest offers a state tax deduction on contributions and tax-free growth when used for higher education, which can be a compelling value proposition for Colorado-based families and financial advisors seeking tax-efficient college savings solutions.

Broad Participation There are no age or income limits to participate, and accounts can be opened with as little as $25, making it easy to pitch to a wide audience, including first-time savers, students, and working adults in Colorado.

Education Partnerships Recent collaboration with the Girl Scouts of Colorado demonstrates opportunities to co-market financial literacy and education programs, suggesting potential partnerships with schools, nonprofits, and youth organizations to expand adoption.

Multi‑Channel Presence The tech stack includes major digital and social platforms (TikTok Pixel, LinkedIn Insight Tag, Facebook) indicating readiness for targeted digital outreach, retargeting, and partner-led campaigns to drive account openings.

Growth Potential With reported revenue in the mid‑range and a focus on supporting employers and financial/tax advisors, there is a pathway to upsell to employer-sponsored plans, advisor partnerships, and expanded service offerings for businesses of varying sizes.

CollegeInvest Tech Stack

CollegeInvest uses 8 technology products and services including TikTok Pixel, Linkedin Insight Tag, cdnjs, and more. Explore CollegeInvest's tech stack below.

  • TikTok Pixel
    Analytics
  • Linkedin Insight Tag
    Analytics
  • cdnjs
    Content Delivery Network
  • Cloudflare
    Content Management System
  • Twemoji
    Font Scripts
  • Mautic
    Marketing Automation
  • FitVids.js
    Web Tools And Plugins
  • Facebook
    Widgets

CollegeInvest's Email Address Formats

CollegeInvest uses at least 1 format(s):
CollegeInvest Email FormatsExamplePercentage
FLast@collegeinvest.orgJDoe@collegeinvest.org
90%
Last@collegeinvest.orgDoe@collegeinvest.org
10%

Frequently Asked Questions

What is CollegeInvest's phone number?

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You can contact CollegeInvest'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 CollegeInvest's official website and social media links?

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CollegeInvest's official website is collegeinvest.org and has social profiles on LinkedIn.

What is CollegeInvest's SIC code NAICS code?

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CollegeInvest's SIC code is 6411 - Insurance Agents, Brokers, and Service NAICS code is 52 - Finance and Insurance.

How many employees does CollegeInvest have currently?

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As of July 2026, CollegeInvest has approximately 34 employees across 2 continents, including North AmericaAsia. Key team members include Chief Financial Officer: K. S.Chief Financial Officer: N. V.Chief Information Officer - Chief Information Officer: S. G.. Explore CollegeInvest's employee directory with LeadIQ.

What industry does CollegeInvest belong to?

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CollegeInvest operates in the Financial Services industry.

What technology does CollegeInvest use?

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CollegeInvest's tech stack includes TikTok PixelLinkedin Insight TagcdnjsCloudflareTwemojiMauticFitVids.jsFacebook.

What is CollegeInvest's email format?

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CollegeInvest's email format typically follows the pattern of FLast@collegeinvest.org. Find more CollegeInvest email formats with LeadIQ.

When was CollegeInvest founded?

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CollegeInvest was founded in 1979.
CollegeInvest logo

CollegeInvest

Financial ServicesColorado, United States11-50 Employees

CollegeInvest operates as a financial services provider focused on managing Colorado’s 529 Savings Program. The program enables residents to save for higher education and benefit from state tax deductions on contributions, with tax-free growth for funds used toward higher education expenses. It offers a range of plans and savings options to accommodate diverse family needs, and accounts can be opened with modest initial deposits. The program is usable nationwide at eligible institutions, including some outside the United States, with no age or income limits for participation. The organization is based in Denver, Colorado, and serves both individual savers and professionals such as human resources staff and financial or tax advisers through education and support services. The company positions itself within the financial services sector, specializing in college savings and tax-advantaged growth for education funding. A recent development noted is a collaboration highlighted in a local partner article, illustrating ongoing engagement with education-focused organizations. } }{

Section iconCompany Overview

Phone number
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
52 - Finance and Insurance
Founded
1979
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    CollegeInvest's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    CollegeInvest's revenue is estimated to be in the range of $25M$50M

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