Insights

529 Savings Opportunity CollegeInvest operates Colorado’s 529 Savings Program with broad eligibility and favorable tax benefits for residents, presenting a strong entry point for financial advisors and HR teams looking to offer education saving solutions to clients or employees.

Tax Advantage Focus The program offers state tax deductions and tax-free earnings when used for higher education, a compelling selling point for wealth managers, CPAs, and employer benefits programs targeting families planning college funding.

Employee & HR Engagement The company positions itself as a partner for HR professionals and financial/tax advisors, suggesting cross-sell opportunities with employer-sponsored benefits programs and advisory services for mid-market and enterprise clients.

Technology & Reach Utilizes a multi-channel ad tech stack (Amazon Ads, LinkedIn, The Trade Desk) and Azure, indicating readiness for targeted outreach and data-driven campaigns to financial advisors, schools, and family-focused audiences.

Partnership & Growth Recent collaboration with community organizations (Girl Scouts of Colorado) signals openness to partnerships and community-based programs, offering channel expansion into youth development and education-focused ecosystems as potential sales avenues.

Similar companies to CollegeInvest

CollegeInvest Tech Stack

CollegeInvest uses 8 technology products and services including Amazon Advertising, LinkedIn Ads, The Trade Desk, and more. Explore CollegeInvest's tech stack below.

CollegeInvest's Email Address Formats

CollegeInvest uses at least 2 email formats:
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.

How much revenue does CollegeInvest generate?

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As of October 2026, CollegeInvest's annual revenue is estimated to be $25M - $50M.

What is CollegeInvest's SIC code and NAICS code?

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

How many employees does CollegeInvest have currently?

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As of October 2026, CollegeInvest has approximately 35 employees across 2 continents, including North America and Asia. Key team members include Chief Financial Officer: K. S., Chief Financial Officer: N. V. and 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 Amazon Advertising, LinkedIn Ads, The Trade Desk, Hotjar, iCIMS, WordPress, Microsoft Azure and Piwik PRO Core.

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

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