The Education Plan

Finance · Massachusetts, United States · 11-50 Employees

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Overview

Headquarters

PO Box 55164, Boston, Massachusetts, 022...

Phone Number

(877) 337-5268

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About The Education Plan

The Education Plan provides families with a tax-advantaged way to save for future education expenses through 529 college savings plans. It also offers employers a no-cost option to enhance their benefits package, supporting the financial wellbeing of their employees. Financial professionals can utilize The Education Plan to help clients build thoughtful educational investment portfolios with competitive pricing and robust gifting options. With a focus on accessibility and ease of use, The Education Plan aims to empower families and individuals to achieve their education savings goals.Explore more
The Education Plan's Social MediaPopular SearchesThe Education PlanThe Education Plan and OppenheimerFunds Distributo...Theeducationplan ComSIC Code 67,672NAICS Code 52,525Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Education Plan

<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
AT
Aiyanna TylerManaging Director, Client Relationship Management
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
2019
RB
Rebecca BuieVice President
<$5M
11-50
Private
-
1997
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
-
NB
Nikita BurmanBusiness Development Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

The Education Plan is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

The Education Plan is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The Education Plan.

The Education Plan Tech Stack

A closer look at the technologies used by The Education Plan

Top Finance Companies

Frequently Asked Questions Regarding The Education Plan

What is The Education Plan's official website?
The Education Plan's official website is www.theeducationplan.com
What is The Education Plan's Revenue?
The Education Plan's revenue is <$5 Million
What is The Education Plan's SIC code?
The Education Plan's SIC: 67,672
What is The Education Plan's NAICS code?
The Education Plan's NAICS: 52,525
How many employees does The Education Plan have?
The Education Plan has 11-50 employees
What industry does The Education Plan belong to?
The Education Plan is in the industry of: Finance, Securities Trading
What is The Education Plan competition?
The Education Plan top competitors include: Buie Wealth Management Group, College SAVE, Fit Wealth Management, CHET
What technology does The Education Plan use?
Some of the popular technologies that The Education Plan uses are: Drupal, BugHerd, Cloudflare CDN, New Relic Browser
How do I contact The Education Plan?
The Education Plan contact info: Phone number: (877) 337-5268 Website: www.theeducationplan.com
What does The Education Plan do?

The Education Plan provides families with a tax-advantaged way to save for future education expenses through 529 college savings plans. It also offers employers a no-cost option to enhance their benefits package, supporting the financial wellbeing of their employees. Financial professionals can utilize The Education Plan to help clients build thoug... htful educational investment portfolios with competitive pricing and robust gifting options. With a focus on accessibility and ease of use, The Education Plan aims to empower families and individuals to achieve their education savings goals.Read More

What are The Education Plan social media links?
The Education Plan Linkedin page The Education Plan Facebook page
Is The Education Plan a public company?
The Education Plan is private company therefore does not currently have an official ticker symbol
See more information about The Education Plan

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