The Planning Center
Finance · Illinois, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
1615 5th Ave, Moline, Illinois, 61265, U...Phone Number
(309) 797-4030Website
www.theplanningcenter.comRevenue
$19.4 MillionIndustry
ZI Rank: 2
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
2
2
2
3
2
2
About The Planning Center
The Planning Center is a fee-only financial planning firm that offers personalized financial guidance to individuals and families at various life stages. Their services include asset and debt management, investment management, tax planning, estate planning, and retirement planning, among others. The firm aims to provide clients with peace of mind and support as they navigate life's transitions, such as marriage, career changes, and retirement. With a team of experienced financial advisors, The Planning Center is dedicated to helping clients achieve their financial goals and build a fulfilling life.Explore more
The Planning Center Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is The Planning Center your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Congratulate Masked Content for being promoted to Masked Content at The Planning Center
Click to see if The Planning Center had a recent Job posting/layoffs
Product Launch: Get notified when The Planning Center launches new products
Website visits: Recent activity has been detected on your website
Check if The Planning Center has recently received funding, and reach out quickly before it becomes old news!
Check out if The Planning Center is spiking on competitors!
Competitive Alert! Recent activity has been detected by your competitor Masked Content
The Planning Center, which may be a good buyer, showed buying intent in Masked Content Topic
Earning: See what the market has to say on The Planning Center recently announced quarterly report
Funding: Get notified immidiatlly once The Planning Center has new funding data
Recommended Actions
Find VP level buyers at The Planning Center
Find 2 more new buyers
Compare Similar Companies to The Planning Center
Compare insights from companies similar to The Planning Center, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
$5.7M
11-50
Private
-
-
MJ
Michael JpPresident, Michael Jp Fitzgerald, Cpa & Pfs, Cfp, Mstax, Ccfp, Ccfs, ELA , TX (Houston)
Company Profile Activity
Activity Insights
The Planning Center is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
The Planning Center is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The Planning Center.
The Planning Center financials insights
Gather financial insights about The Planning Center, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
The Planning Center Tech Stack
A closer look at the technologies used by The Planning Center
Most Recent Scoops
Event
Person-Based
Christopher Durheim, Full Stack Engineer, appeared on a podcast called "Optimal Finance Daily - Financial Independence and Money Advice" on 08/30/2025. Topics discussed include Patience, passive income, financial freedom.
Events, Podcast
Event
Person-Based
Christopher Durheim, Full Stack Engineer, appeared on a podcast called "Optimal Finance Daily - Financial Independence and Money Advice" on 07/19/2025. Topics discussed include Money mindset, financial freedom, abundance.
Events, Podcast
Funding
The Planning Center has received an SBA PPP loan for $350,000-1 million from BankOrion, supporting the retention of 25 jobs.
Funding
The Planning Center News & Media
The Planning Center Recognized as an InvestmentNews Best Place to Work in 2024
The Planning Center Celebrates Third Recognition as InvestmentNews' Best Place to Work for Financial Advisors in 2024 QUAD CITIES, Ill., April 11, 2024 /PRNewswire/ -- The Planning Center is delighted to announce that it has been named one of InvestmentNews' Best Places to Work for...
Read more news
Top Finance Companies
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding The Planning Center
Sign Up For FreeTo access detailed company insights
The Planning Center is a fee-only financial planning firm that offers personalized financial guidance to individuals and families at various life stages. Their services include asset and debt management, investment management, tax planning, estate planning, and retirement planning, among others. The firm aims to provide clients with peace of mind a... Read More
