Insights

Client-Centric Approach The Planning Center emphasizes personalized financial planning tailored to individual client values and circumstances, presenting an opportunity to introduce digital tools that enhance client engagement, data collection, and personalized advisory services.

Technology Utilization With a tech stack including MySQL, Adobe Creative Suite, and Google Analytics, the company values innovative solutions, indicating potential for expanding digital marketing, customer engagement platforms, or analytics tools to improve operational efficiency and client insights.

Growth Potential Supported by revenue estimates between 25 million to 50 million, The Planning Center shows a stable financial base and potential for growth, making it a suitable target for premium financial technology solutions, client management systems, or back-office automation tools.

Market Niche Focusing on comprehensive financial planning across all life stages positions the company as a trusted advisor, creating opportunities to cross-sell services such as estate planning, tax strategies, or investment management software tailored for holistic planning.

Industry Collaboration Similar companies like FellowshipOne and Servant Keeper indicate a niche for integrated financial and management solutions, suggesting potential for partnerships or integrated service offerings to enhance their client experience and operational capabilities.

Similar companies to The Planning Center, Inc.

The Planning Center, Inc. Tech Stack

The Planning Center, Inc. uses 8 technology products and services including MySQL, Slick, Lightbox, and more. Explore The Planning Center, Inc.'s tech stack below.

  • MySQL
    Database
  • Slick
    Javascript Libraries
  • Lightbox
    Javascript Libraries
  • Swiper
    Javascript Libraries
  • imagesLoaded
    Javascript Libraries
  • Adobe Acrobat DC
    Rich Text Editors
  • Adobe Creative Suite
    Visualisation Software
  • Google Analytics
    Web Analytics

Media & News

The Planning Center, Inc.'s Email Address Formats

The Planning Center, Inc. uses at least 1 format(s):
The Planning Center, Inc. Email FormatsExamplePercentage
First@theplanningcenter.comJohn@theplanningcenter.com
58%
FLast@theplanningcenter.comJDoe@theplanningcenter.com
24%
Last@theplanningcenter.comDoe@theplanningcenter.com
14%
FirstL@theplanningcenter.comJohnD@theplanningcenter.com
4%

Frequently Asked Questions

Where is The Planning Center, Inc.'s headquarters located?

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The Planning Center, Inc.'s main headquarters is located at 1615 5th Avenue Moline, Illinois 61265 United States. The company has employees across 1 continents, including North America.

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

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

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

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

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

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

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As of April 2026, The Planning Center, Inc. has approximately 25 employees across 1 continents, including North America. Key team members include Chief Operating Officer: M. M.President: E. K.Partner And Senior Financial Planner: J. B.. Explore The Planning Center, Inc.'s employee directory with LeadIQ.

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

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

What technology does The Planning Center, Inc. use?

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The Planning Center, Inc.'s tech stack includes MySQLSlickLightboxSwiperimagesLoadedAdobe Acrobat DCAdobe Creative SuiteGoogle Analytics.

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

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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?

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The Planning Center, Inc. was founded in 1998.

The Planning Center, Inc.

Financial ServicesIllinois, United States11-50 Employees

The future is no more uncertain than the present. Let's start a conversation...

Mission:
• A safe environment for you to talk about money
 • A filter against the noise and chaos of the financial markets
 • Direction and implementation of complex, inter-related planning strategies
 • Objectivity and perspective regarding your situation
 • A guide in helping you create choices and making decisions
 • Simplification and organization of your financial life

Company Overview:
The Planning Center is a financial planning firm working with people across all stages of life. TPC is widely respected for practicing grounded philosophies that are backed by academic research in financial planning, investment management, and behavioral science. It is our intention to customize each client’s financial plan according to your values, goals, and circumstances specific to their lives. Over time, your advisor-client relationship becomes an opportunity for both personal growth and financial strength. Our proprietary approach uses both life and money conversations to continuously develop a path to build both financial security and true peace of mind.

Section iconCompany Overview

Headquarters
1615 5th Avenue Moline, Illinois 61265 United States
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1998
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    The Planning Center, Inc.'s revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    The Planning Center, Inc.'s revenue is estimated to be in the range of $25M$50M

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