What is Planning Team's NAICS code?

Planning Team's NAICS code is 52 (Finance and Insurance).

Insights

Boutique scale Small firm with lean operations presents a high-touch, personal advisory approach. This creates opportunities to offer scalable financial planning tools, compliance solutions, and client onboarding efficiencies tailored for boutique teams.

Digital footprint Web tech stack includes WordPress, Shopify, and various integration tools. Potential for selling marketing automation, CRM integration, and secure client portal enhancements to streamline digital client experiences.

Revenue range Annual revenue in the $1M–$10M range signals budget for targeted advisory services, insurance optimization, and investment technology solutions that deliver measurable ROI without large enterprise-scale pricing.

Recognition leverage Recent industry recognition could be used as a credibility lever in partnerships, co-branded financial education initiatives, and joint client acquisition campaigns to expand market reach.

Growth potential Comparable firms in the space have much larger teams; there is a clear opportunity to position scalable solutions (CRM, financial planning platforms, data analytics) to support growth as the firm expands headcount and services.

Similar companies to Planning Team

Charles Schwab
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Edelman Financial Engines
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Goldman Sachs Personal Financial Management
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Morgan Stanley Wealth Management
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The Mather Group
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Fisher Investments
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Creative Planning
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Planning Team Tech Stack

Planning Team uses 8 technology products and services including WordPress, Shopify, Google Fonts API, and more. Explore Planning Team's tech stack below.

WordPress
Content Management System
Shopify
E-commerce
Google Fonts API
Font Scripts
Really Simple Discovery
Miscellaneous
Brizy WordPress
Page Builders
Elementor
Page Builders
Google Tag Manager
Tag Management
Cloudflare Insights
Web Analytics

Media & News

Planning Team recognized as Planning Authority Team of the Year.
The Planning Team, who oversee planning and development for the city, have been shortlisted for Planning Authority Team of the Year.
Feb 19, 2021 | theprestonhub.co.uk

Planning Team's Email Address Formats

Planning Team uses at least 1 email format:

Planning Team Email Formats	Example	Percentage
First.Last@planningteam.com	John.Doe@planningteam.com	100%

Frequently Asked Questions

What is Planning Team's official website and social media links?

Planning Team's official website is planningteam.com and has social profiles on LinkedIn.

How much revenue does Planning Team generate?

As of August 2026, Planning Team's annual revenue is estimated to be $1M - $10M.

What is Planning Team's SIC code and NAICS code?

Planning Team's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Planning Team have currently?

As of August 2026, Planning Team has approximately 3 employees across 2 continents, including North America and Asia. Key team members include Planning: J. B. Explore Planning Team's employee directory with LeadIQ.

What industry does Planning Team belong to?

Planning Team operates in the Financial Services industry.

What technology does Planning Team use?

Planning Team's tech stack includes WordPress, Shopify, Google Fonts API, Really Simple Discovery, Brizy WordPress, Elementor, Google Tag Manager and Cloudflare Insights.

What is Planning Team's email format?

Planning Team's email format typically follows the pattern of First.Last@planningteam.com. Find more Planning Team email formats with LeadIQ.

Planning Team

Q: What is Planning Team's official website and social media links?

Planning Team's official website is planningteam.com. Planning Team has social profiles on LinkedIn.

Q: How many employees does Planning Team have currently?

Planning Team has approximately 3 employees.

Q: What technology does Planning Team use?

Planning Team's tech stack includes Shopify, Modernizr, jQuery Migrate, JSON-LD, gstatic.com.

Financial ServicesTexas, United States2-10 Employees

Planning Team operates in the financial services sector and offers personal financial planning, investment guidance, and insurance protection to clients. Based in Austin, Texas, the firm presents itself as a provider of comprehensive financial planning services aimed at helping individuals manage their finances and risk through informed advice. The company appears to serve clients seeking integrated planning and protection, positioning itself among established financial advisory providers in the industry. The organization is small in size and identified as a local advisor, with a recent development noting recognition in February 2021 related to planning authority awards.