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

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

Insights

Prestigious Firm The Planning Center is a mid-sized financial services firm with a strong reputation, recognized as a Best RIAs to Work For in 2025, indicating solid employer branding and a potential broader client trust halo for partnership or co-marketing opportunities.

Growth Potential Revenue range of 25 to 50 million and a 11-50 employee base suggests the firm is scaling and may require scalable technology, advisory tools, and operations support to sustain growth—a fit for B2B vendors offering practice management, CRM, or compliance solutions.

Tech Enablement Current tech stack includes Calendly, WordPress, Google Cloud, Microsoft 365, Brevo, WP Engine, Vimeo, and Adobe Creative Suite, signaling openness to integrations, marketing automation, client communication enhancements, and secure cloud-based collaboration tools.

Client Experience Focus on safe conversations about money, behaviorally informed planning, and simplified financial life signals opportunities for client engagement platforms, digital planning tools, and education resources to deepen advisory relationships and retention.

Strategic Growth Recent press highlights and a mission centered on alignment with client values suggest potential partnerships in financial education, high-net-worth planning, or regional growth initiatives, ideal for outsourced content, seminars, and targeted acquisition conversations.

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The Planning Center, Inc. Tech Stack

The Planning Center, Inc. uses 8 technology products and services including Calendly, WordPress, Microsoft 365, and more. Explore The Planning Center, Inc.'s tech stack below.

Calendly
Appointment Scheduling
WordPress
Content Management System
Microsoft 365
Email
Google Cloud
Infrastructure As A Service
Brevo
Live Chat
WP Engine
Platform As A Service
Vimeo
Video Players
Adobe Creative Suite
Visualisation Software

Media & News

The Planning Center, Inc. recognized as Best RIAs to Work For in 2025.
TPC named to Financial Planning's Best RIAs to Work For in 2025.
Dec 17, 2025 | www.theplanningcenter.com

The Planning Center, Inc.'s Email Address Formats

The Planning Center, Inc. uses at least 4 email formats:

The Planning Center, Inc. Email Formats	Example	Percentage
First@theplanningcenter.com	John@theplanningcenter.com	58%
FLast@theplanningcenter.com	JDoe@theplanningcenter.com	24%
Last@theplanningcenter.com	Doe@theplanningcenter.com	14%
FirstL@theplanningcenter.com	JohnD@theplanningcenter.com	4%

Frequently Asked Questions

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

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

+1-309-797-****

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

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

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

As of August 2026, The Planning Center, Inc.'s annual revenue is estimated to be $25M - $50M.

What is The Planning Center, Inc.'s SIC code and NAICS code?

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

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

As of August 2026, The Planning Center, Inc. has approximately 26 employees across 1 continents, including North America. Key team members include Compliance Manager: B. L., Senior Financial Planner: A. B. and Tax Advisor: C. A. Explore The Planning Center, Inc.'s employee directory with LeadIQ.

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

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

What technology does The Planning Center, Inc. use?

The Planning Center, Inc.'s tech stack includes Calendly, WordPress, Microsoft 365, Google Cloud, Brevo, WP Engine, Vimeo and Adobe Creative Suite.

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

The Planning Center, Inc.'s email format typically follows the pattern of First@theplanningcenter.com. Find more The Planning Center, Inc. email formats with LeadIQ.

When was The Planning Center, Inc. founded?

The Planning Center, Inc. was founded in 1998.

The Planning Center, Inc.

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

The Planning Center, Inc. has approximately 26 employees.

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

The Planning Center, Inc.'s tech stack includes Google Search Console, WordPress Block Editor, Facebook, jQuery, Microsoft Windows.

Financial ServicesIllinois, United States11-50 Employees

The Planning Center, Inc. is a financial planning firm based in Moline, Illinois, serving clients across different life stages. Its approach centers on creating a safe space for discussing money, offering objectivity amid market noise, and guiding clients through complex, interconnected planning strategies to simplify and organize their finances. The firm emphasizes personalized plans aligned with individual values and circumstances, aiming to build financial security and peace of mind through ongoing life and money conversations. Positioned within the financial services industry, The Planning Center combines research-backed philosophies in financial planning, investment management, and behavioral science to support client growth and decision-making, with a focus on long-term planning relationships rather than quick financial outcomes.