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Insights

Midmarket focus Financial services firm with 11-50 employees and revenue in the 10M-25M range presents opportunities for scalable digital solutions, compliance tooling, and cost-optimization offerings aimed at mid-sized institutions.

Cloud-first stack Tech usage includes AWS, Cloudflare, HTTP/3, ALB, and modern web assets, signaling readiness for cloud-based security, performance optimization, and API-driven integration services.

Digital presence boost Existing web optimization and frontend technologies (jQuery, Font Awesome, Adobe ColdFusion) indicate potential for modernizing legacy applications, migration assistance, and UX enhancements to attract mid-market clients.

Growth opportunities Revenue visibility combined with a relatively small headcount suggests capacity for white-label partnerships, MSP-style managed services, and scalable infrastructure support without massive onboarding costs.

Networking potential Similar-company benchmarks show competitiveness and investor-like market expectations; leverage industry-relation outreach to position as a value-add partner for financial advisory and wealth management ecosystems.

Planned Investment Co. INC. Tech Stack

Planned Investment Co. INC. uses 8 technology products and services including Smarsh, Cloudflare DNS, jQuery UI, and more. Explore Planned Investment Co. INC.'s tech stack below.

  • Smarsh
    Archiving
  • Cloudflare DNS
    Domain Name Services
  • jQuery UI
    Javascript Libraries
  • Skrollr
    Javascript Libraries
  • Amazon ALB
    Load Balancers
  • HTTP/3
    Web & Portal Technology
  • Cloudflare Insights
    Web Analytics
  • Facebook
    Widgets

Planned Investment Co. INC.'s Email Address Formats

Planned Investment Co. INC. uses at least 1 format(s):
Planned Investment Co. INC. Email FormatsExamplePercentage
FLast@plannedinvest.comJDoe@plannedinvest.com
58%
FirstLast@plannedinvest.comJohnDoe@plannedinvest.com
17%
First@plannedinvest.comJohn@plannedinvest.com
17%
F.Last@plannedinvest.comJ.Doe@plannedinvest.com
8%

Frequently Asked Questions

What is Planned Investment Co. INC.'s phone number?

Minus sign iconPlus sign icon You can contact Planned Investment Co. INC.'s main corporate office by phone at
+1-317-575-****
. 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 Planned Investment Co. INC.'s official website and social media links?

Minus sign iconPlus sign iconPlanned Investment Co. INC.'s official website is plannedinvest.com and has social profiles on LinkedIn.

How much revenue does Planned Investment Co. INC. generate?

Minus sign iconPlus sign icon As of July 2026, Planned Investment Co. INC.'s annual revenue is estimated to be $10M - $25M.

What is Planned Investment Co. INC.'s SIC code NAICS code?

Minus sign iconPlus sign iconPlanned Investment Co. INC.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Planned Investment Co. INC. have currently?

Minus sign iconPlus sign iconAs of July 2026, Planned Investment Co. INC. has approximately 11 employees across 1 continents, including North America. Key team members include Chairman: G. S.Vice President: T. R.. Explore Planned Investment Co. INC.'s employee directory with LeadIQ.

What industry does Planned Investment Co. INC. belong to?

Minus sign iconPlus sign iconPlanned Investment Co. INC. operates in the Financial Services industry.

What technology does Planned Investment Co. INC. use?

Minus sign iconPlus sign iconPlanned Investment Co. INC.'s tech stack includes SmarshCloudflare DNSjQuery UISkrollrAmazon ALBHTTP/3Cloudflare InsightsFacebook.

What is Planned Investment Co. INC.'s email format?

Minus sign iconPlus sign iconPlanned Investment Co. INC.'s email format typically follows the pattern of FLast@plannedinvest.com. Find more Planned Investment Co. INC. email formats with LeadIQ.
Planned Investment Co. INC. logo

Planned Investment Co. INC.

Financial ServicesMaryland, United States11-50 Employees

Planned Investment Co. INC. is a financial services firm based in Rockville, Maryland. Publicly available information frames the company primarily through its LinkedIn presence, emphasizing employment and professional networking. The firm is described as small to mid-sized, reflecting a limited but established footprint in the industry. As part of the broader financial services sector, it sits among larger peers such as MassMutual, Charles Schwab, Fidelity Investments, and other established firms. The available materials do not specify its client base or product offerings, instead focusing on organizational identity and recruitment. The information positions Planned Investment Co. INC. as a local Maryland player within the financial services landscape, with a LinkedIn footprint that centers on connecting professionals.

Section iconCompany Overview

Phone number
+1-317-575-****
Website
plannedinvest.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Planned Investment Co. INC.'s revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    Planned Investment Co. INC.'s revenue is estimated to be in the range of $10M - $25M

Company Leadership

  • Stylized image of a person
    G. S.
    Chairman
    Mobile Phone
  • Stylized image of a person
    T. R.
    Vice President
    Mobile Phone

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