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Gathering insights about core planning

core planning Tech Stack

core planning uses 8 technology products and services including Squarespace, Squarespace Commerce, Microsoft 365, and more. Explore core planning's tech stack below.

  • Squarespace
    Content Management System
  • Squarespace Commerce
    E-commerce
  • Microsoft 365
    Email
  • Google Fonts API
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Stimulus
    Javascript Frameworks
  • HSTS
    Security
  • Adobe Fonts
    Web Fonts

Media & News

core planning's Email Address Formats

core planning uses at least 2 format(s):
core planning Email FormatsExamplePercentage
First@yourcoreplan.comJohn@yourcoreplan.com
100%
FLast@corepln.comJDoe@corepln.com
100%

Frequently Asked Questions

Where is core planning's headquarters located?

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core planning's main headquarters is located at 706 N Main St, O'Fallon, Missouri 63366, US. The company has employees across 2 continents, including North AmericaOceania.

What is core planning's official website and social media links?

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core planning's official website is corepln.com and has social profiles on LinkedIn.

What is core planning's NAICS code?

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core planning's NAICS code is 52 - Finance and Insurance.

How many employees does core planning have currently?

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As of October 2025, core planning has approximately 34 employees across 2 continents, including North AmericaOceania. Key team members include Senior Financial Associate: R. M.Financial Advisor: A. S.Associate Advisor: S. R.. Explore core planning's employee directory with LeadIQ.

What industry does core planning belong to?

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core planning operates in the Financial Services industry.

What technology does core planning use?

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core planning's tech stack includes SquarespaceSquarespace CommerceMicrosoft 365Google Fonts APIJSON-LDStimulusHSTSAdobe Fonts.

What is core planning's email format?

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core planning's email format typically follows the pattern of First@yourcoreplan.com. Find more core planning email formats with LeadIQ.

When was core planning founded?

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core planning was founded in 2010.

core planning

Financial ServicesUnited States11-50 Employees

The ideal way to serve our clients is through an independent model where we advisors are free to run our practice in a more flexible and personalized manner. 

Our clients deserve our best work, and we recognize the immeasurable benefits of professional collaboration and support so that we have the space we need to give our clients the attention they deserve.

Core Planning is a team of advisors who value independence within a powerful framework of generosity and support.

the Community RIA.

Section iconCompany Overview

Headquarters
706 N Main St, O'Fallon, Missouri 63366, US
NAICS Code
52 - Finance and Insurance
Founded
2010
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    core planning's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    core planning's revenue is estimated to be in the range of $10M$25M

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