Insights

Growth and Expansion S.E.E.D. Planning Group is actively hiring for key roles such as Financial Planner, Investment Operations Associate, and leadership team members, indicating a focus on expanding their team and services. This presents opportunities to offer talent acquisition solutions, HR tools, and onboarding platforms.

Technological Adoption The company's use of diverse technology tools including Gauges, MySQL, Microsoft 365, and HTTP/3 suggests an openness to innovative solutions. There is potential to introduce advanced financial tech integrations, cybersecurity services, or cloud-based transformation tools.

Community and Engagement Launching initiatives like the Adopt a Charity program reflects a commitment to community involvement and brand differentiation. Similar solutions in social impact platforms, community engagement software, or CSR program management could resonate with their values.

Financial Strength With revenues estimated between 25 and 50 million dollars, S.E.E.D. holds a solid financial position, making them a viable prospect for comprehensive financial technology solutions, partnership opportunities, and premium service offerings that support their growth.

Market Positioning Operating in a competitive landscape with large players such as MassMutual and Charles Schwab, S.E.E.D. emphasizes personal empowerment and innovative financial planning. This focus opens doors for customized client engagement platforms, financial education tools, and marketing technologies aligned with their community-driven mission.

S.E.E.D. Planning Group Tech Stack

S.E.E.D. Planning Group uses 8 technology products and services including Gauges, MySQL, Microsoft 365, and more. Explore S.E.E.D. Planning Group's tech stack below.

  • Gauges
    Analytics
  • MySQL
    Database
  • Microsoft 365
    Email
  • Font Awesome
    Font Scripts
  • Slick
    Javascript Libraries
  • HTTP/3
    Web & Portal Technology
  • Adobe Fonts
    Web Fonts
  • Captivate.fm
    Widgets

S.E.E.D. Planning Group's Email Address Formats

S.E.E.D. Planning Group uses at least 1 format(s):
S.E.E.D. Planning Group Email FormatsExamplePercentage
FLast@seedpg.comJDoe@seedpg.com
50%
FLast@seedpg.comJDoe@seedpg.com
50%

Frequently Asked Questions

What is S.E.E.D. Planning Group's official website and social media links?

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S.E.E.D. Planning Group's official website is seedpg.com and has social profiles on LinkedIn.

What is S.E.E.D. Planning Group's NAICS code?

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S.E.E.D. Planning Group's NAICS code is 52 - Finance and Insurance.

How many employees does S.E.E.D. Planning Group have currently?

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As of December 2025, S.E.E.D. Planning Group has approximately 32 employees across 3 continents, including North AmericaEuropeSouth America. Key team members include Chief Executive Officer: T. M.Chief Operating Officer: D. N.Chief Financial Officer: W. H.. Explore S.E.E.D. Planning Group's employee directory with LeadIQ.

What industry does S.E.E.D. Planning Group belong to?

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S.E.E.D. Planning Group operates in the Financial Services industry.

What technology does S.E.E.D. Planning Group use?

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S.E.E.D. Planning Group's tech stack includes GaugesMySQLMicrosoft 365Font AwesomeSlickHTTP/3Adobe FontsCaptivate.fm.

What is S.E.E.D. Planning Group's email format?

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S.E.E.D. Planning Group's email format typically follows the pattern of FLast@seedpg.com. Find more S.E.E.D. Planning Group email formats with LeadIQ.

When was S.E.E.D. Planning Group founded?

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S.E.E.D. Planning Group was founded in 2013.

S.E.E.D. Planning Group

Financial ServicesNew York, United States11-50 Employees

At S.E.E.D., we believe in growing great people. Guided by our Just Cause — helping others overcome the challenges that are keeping them from personal fulfillment — we’re building a community where initiative is recognized, impact is rewarded, and growth is continuous. We create meaningful opportunities for those who take ownership, show potential, and rise to challenges. If you’re ready to learn, lead, and level up, you’ll find the support and trust to go far.

We’re a personal empowerment company masquerading as a financial services firm. Our mission is to improve client financial health by redesigning how financial planning and investment management are delivered — while creating an environment where team members are expected and empowered to grow every day.

At S.E.E.D., there are no limits.

Section iconCompany Overview

Website
seedpg.com
NAICS Code
52 - Finance and Insurance
Founded
2013
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    S.E.E.D. Planning Group's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    S.E.E.D. Planning Group's revenue is estimated to be in the range of $25M$50M

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