Insights

Longevity Planning The Investors Center specializes in financial and longevity planning with a focus on aging confidently, presenting an opportunity to cross-sell or partner on retirement and life-planning products and services to existing clients seeking holistic financial wellness.

Tech Stack Fit Utilizes cloud and web technologies including AWS, Sitecore, JSON-LD, and data visualization tools, indicating openness to modernized client experience platforms. Potential sales angle includes upgrading digital client portals, data analytics, and personalized financial planning workflows.

Mid-Sized Revenue Reported revenue in the $1M–$10M range with a small team (2–10 employees), suggesting a growing practice that may need scalable services such as CRM optimization, compliance tooling, marketing automation, or outsourced back-office support to sustain growth.

Independent Channel The firm operates with Raymond James affiliations but remains independent of the broker/dealer, highlighting a need for compliant enablement solutions, advisor-centric technology, and integration options that align with hybrid advisory models.

Growth Opportunities Recent emphasis on proactive client engagement and aging confidently signals opportunities in financial planning software, retirement and estate planning modules, and education content platforms to enhance client acquisition and retention.

Similar companies to The Investors Center, Inc.

The Investors Center, Inc. Tech Stack

The Investors Center, Inc. uses 8 technology products and services including Amazon Web Services, Open Graph, Sitecore, and more. Explore The Investors Center, Inc.'s tech stack below.

Amazon Web Services
Cloud Hosting
Open Graph
Content Management System
Sitecore
Content Management System
Font Awesome
Font Scripts
TweenMax
Javascript Frameworks
Backbone.js
Javascript Frameworks
Underscore.js
Javascript Libraries
Wow
Marketing Analytics

The Investors Center, Inc.'s Email Address Formats

The Investors Center, Inc. uses at least 1 format(s):

The Investors Center, Inc. Email Formats	Example	Percentage
FirstL@theinvestorscenter.com	JohnD@theinvestorscenter.com	60%
First@theinvestorscenter.com	John@theinvestorscenter.com	20%
First.Last@theinvestorscenter.com	John.Doe@theinvestorscenter.com	20%

Frequently Asked Questions

What is The Investors Center, Inc.'s phone number?

You can contact The Investors Center, Inc.'s main corporate office by phone at

+1-860-677-****

. 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 The Investors Center, Inc.'s official website and social media links?

The Investors Center, Inc.'s official website is theinvestorscenter.com and has social profiles on LinkedIn.

How much revenue does The Investors Center, Inc. generate?

As of July 2026, The Investors Center, Inc.'s annual revenue is estimated to be $1M - $10M.

What is The Investors Center, Inc.'s NAICS code?

The Investors Center, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does The Investors Center, Inc. have currently?

As of July 2026, The Investors Center, Inc. has approximately 6 employees across 1 continents, including North America. Key team members include Certified Financial Planner™ And Managing Director: K. W.Staff Planner: K. N.. Explore The Investors Center, Inc.'s employee directory with LeadIQ.

What industry does The Investors Center, Inc. belong to?

The Investors Center, Inc. operates in the Financial Services industry.

What technology does The Investors Center, Inc. use?

The Investors Center, Inc.'s tech stack includes Amazon Web ServicesOpen GraphSitecoreFont AwesomeTweenMaxBackbone.jsUnderscore.jsWow.

What is The Investors Center, Inc.'s email format?

The Investors Center, Inc.'s email format typically follows the pattern of FirstL@theinvestorscenter.com. Find more The Investors Center, Inc. email formats with LeadIQ.

When was The Investors Center, Inc. founded?

The Investors Center, Inc. was founded in 1999.

The Investors Center, Inc.

Q: How many employees does The Investors Center, Inc. have currently?

The Investors Center, Inc. has approximately 6 employees.

Q: What technology does The Investors Center, Inc. use?

The Investors Center, Inc.'s tech stack includes Open Graph, DataTables, Fourthwall, Google Analytics, Font Awesome.

Q: What is The Investors Center, Inc.'s NAICS code?

The Investors Center, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesConnecticut, United States2-10 Employees

The Investors Center, Inc. is a small financial services practice based in Avon, Connecticut. Founded in 1999, it pursues a combined approach to financial and longevity planning, helping clients identify how to live well now and prepare for aging with confidence. The firm emphasizes proactive engagement with clients to shape the life they want to lead and sustain it over time. In this way, its services combine traditional financial planning with strategies aimed at long-term wellbeing.

It sits within the financial services industry and maintains a relationship with Raymond James Financial Services, Inc., with securities offered through that entity. The Investors Center is not a registered broker/dealer and operates independently of Raymond James Financial Services.