Company lists · Data refreshed November 2026
Top 25 College savings planners worldwide
RevenueBase identified 1,374 company matches for college savings planners worldwide as of November 2026 and tracks 8,594 professional contacts across them, including 2,385 with verified work emails. The United States is the largest market and Mumbai the largest hub.
This list covers company matches for college savings planners worldwide, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026. Country and city lists for college savings planners follow the table.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest college savings planners worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 462 contacts → | ||||
Exact match “We're Canada's education savings and planning company!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 361 contacts → | ||||
Exact match “Welcome to the Next Level of Investing, Advice and Planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 257 contacts → | ||||
Exact match “The Unit Trust Corporation offers a full range of diverse investment options for individual and corporate investors, in addition to financial advice and planning to assist you in…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 216 contacts → | ||||
Exact match “Since 2005, we have been operating as a successful company in the Swiss financial industry.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 201 contacts → | ||||
Exact match “A trajetória da Liberta começou em uma sala de aula com 30 alunos em Porto Alegre, e hoje somos um dos maiores escritórios credenciados à XP Investimentos no Brasil.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 192 contacts → | ||||
Exact match “Alexandria on sijoittamisen ja säästämisen asiantuntija, joka tarjoaa ensiluokkaista henkilökohtaista palvelua.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 153 contacts → | ||||
Exact match “We at I4E aim to empower anyone and everyone to plan the future they dream and deserve.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 116 contacts → | ||||
Exact match “Agende uma reunião com o especialista e monte um plano para a conquista dos seus sonhos e objetivos pessoais.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 111 contacts → | ||||
Exact match “We help parents navigate saving and paying for college with clear direction and expert guidance in one convenient place.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 101 contacts → | ||||
Exact match “We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 91 contacts → | ||||
Exact match “Bright Horizons College Coach is the nation’s leading provider of education advising, offering expert guidance on the college admissions and finance processes to families of…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 63 contacts → | ||||
Exact match “Our vision is to Inspire and Empower Caring, Responsible Individuals to take control of their Financial Future and build more Spendable Wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 58 contacts → | ||||
Exact match “We are passionate about providing financial education and answers for families and individuals from all walks of life.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 54 contacts → | ||||
Exact match “Vista Capital Partners is an employee-owned wealth management firm guided by a clear and simple belief: tuning out the noise of Wall Street is the surest path to investment…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 54 contacts → | ||||
Exact match “Ascent Capital is a financial services firm that specializes in creative financial planning, including college planning, business owner solutions, retirement planning and estate…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 50 contacts → | ||||
Exact match “Os outros falam sobre investimentos, nós falamos sobre: VOCÊ.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 48 contacts → | ||||
Exact match “Having the money and freedom to pursue what you want out of life takes careful planning and partnering with purpose.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 45 contacts → | ||||
Exact match “We are an independent financial planning firm that helps individuals and their families develop a structured and customized financial plan.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 44 contacts → | ||||
Exact match “iHUB é um escritório de agentes autônomos de investimentos especializado em renda variável, com a missão de auxiliar nossos clientes a investir de maneira mais inteligente para…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 43 contacts → | ||||
Exact match “The path to college can often be overwhelming and stressful for parents and students.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 43 contacts → | ||||
Exact match “Somos a InvestFlow Investimentos!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 35 contacts → | ||||
Exact match “Ready to create your personal roadmap toward financial independence?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 35 contacts → | ||||
Exact match “CollegeInvest manages Colorado’s 529 Savings Program, an easy way to save for higher education and capitalize on tax benefits with your contributions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 34 contacts → | ||||
Exact match “TVAMP helps clients get their financial life in order & make smart financial decisions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 34 contacts → | ||||
Exact match “A Krone Capital nasceu motivada pela busca por personalização no atendimento, conscientização sobre a educação financeira e disseminação da cultura de investimentos no país.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “college savings planners”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 1,374 college savings planners worldwide
See the full list, filter by size, metro and specialty, and access 2,385 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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College savings planners worldwide at a glance
As of Nov 6, 2026Companies by employee count
Email recency is reported on each country list linked below.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- Coverage
- Every country. Country and city lists for college savings planners are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “college savings planners” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 2,385 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on November 6, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
College savings planners by location
5 lists · largest firstEvery College savings planners list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “college savings planners”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many college savings planners are there worldwide?
RevenueBase identified 1,374 company matches for college savings planners worldwide as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Embark Student Corp tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most college savings planners?
The United States leads with 824 companies, followed by India (125) and Canada (36). Every college savings planners list by country and city is linked on this page.
Which city has the most college savings planners?
Mumbai leads with 17 company records, followed by Sao Paulo (14) and Houston (10).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 2,385 professional contacts with verified work emails tracked across these 1,374 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,374 college savings planners worldwide. Start with a free account, no credit card.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
Company intelligence · public preview
Top 25 college savings planners worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 1,374 matching company records for college savings planners worldwide, with 8,594 tracked contacts and 2,385 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 college savings planners worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Embark Student Corpembark.caHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 462 contacts → |
“We're Canada's education savings and planning company!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Huntington Financial Advisorshuntington.comHQ: Columbus, OH, United StatesReported employees: 1,001-5,000 | Columbus, OH, United States | 1,001-5,000 | Exact match | 361 contacts → |
“Welcome to the Next Level of Investing, Advice and Planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Port Of Spain, Trinidad and TobagoReported employees: 501-1,000 | Port Of Spain, Trinidad and Tobago | 501-1,000 | Exact match | 257 contacts → |
“The Unit Trust Corporation offers a full range of diverse investment options for individual and corporate investors, in addition to financial advice and planning to assist you in…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Adliswil, SwitzerlandReported employees: 201-500 | Adliswil, Switzerland | 201-500 | Exact match | 216 contacts → |
“Since 2005, we have been operating as a successful company in the Swiss financial industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Liberta Investimentoslibertainvestimentos.com.brHQ: Porto Alegre, BrazilReported employees: 201-500 | Porto Alegre, Brazil | 201-500 | Exact match | 201 contacts → |
“A trajetória da Liberta começou em uma sala de aula com 30 alunos em Porto Alegre, e hoje somos um dos maiores escritórios credenciados à XP Investimentos no Brasil.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Alexandria Groupalexandria.fiHQ: Helsinki, FinlandReported employees: 201-500 | Helsinki, Finland | 201-500 | Exact match | 192 contacts → |
“Alexandria on sijoittamisen ja säästämisen asiantuntija, joka tarjoaa ensiluokkaista henkilökohtaista palvelua.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Invest4eduinvest4edu.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 153 contacts → |
“We at I4E aim to empower anyone and everyone to plan the future they dream and deserve.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  RJ Investimentosrjmais.comHQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 116 contacts → |
“Agende uma reunião com o especialista e monte um plano para a conquista dos seus sonhos e objetivos pessoais.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Collegewell Sponsor Of Private College 529 Plancollegewell.comHQ: Marlborough, MA, United StatesReported employees: Not recorded | Marlborough, MA, United States | Not recorded | Exact match | 111 contacts → |
“We help parents navigate saving and paying for college with clear direction and expert guidance in one convenient place.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  NOVAnovawm.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 101 contacts → |
“We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Bright Horizons College Coachgetintocollege.comHQ: Newton, MA, United StatesReported employees: 51-200 | Newton, MA, United States | 51-200 | Exact match | 91 contacts → |
“Bright Horizons College Coach is the nation’s leading provider of education advising, offering expert guidance on the college admissions and finance processes to families of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Foster Klima & Companyfosterklima.comHQ: Minnetonka, MN, United StatesReported employees: 51-200 | Minnetonka, MN, United States | 51-200 | Exact match | 63 contacts → |
“Our vision is to Inspire and Empower Caring, Responsible Individuals to take control of their Financial Future and build more Spendable Wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Common Sense Financialmycommonsensefinancial.comHQ: American Fork, UT, United StatesReported employees: 51-200 | American Fork, UT, United States | 51-200 | Exact match | 58 contacts → |
“We are passionate about providing financial education and answers for families and individuals from all walks of life.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Vista Capital Partnersvistacp.comHQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 54 contacts → |
“Vista Capital Partners is an employee-owned wealth management firm guided by a clear and simple belief: tuning out the noise of Wall Street is the surest path to investment…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Ascent Capital Groupascentcapitalgrp.comHQ: Boise, ID, United StatesReported employees: 51-200 | Boise, ID, United States | 51-200 | Exact match | 54 contacts → |
“Ascent Capital is a financial services firm that specializes in creative financial planning, including college planning, business owner solutions, retirement planning and estate…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  O2 Capitalo2capital.com.brHQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 50 contacts → |
“Os outros falam sobre investimentos, nós falamos sobre: VOCÊ.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Northwest Financial Advisors LLCnwfllc.comHQ: Herndon, VA, United StatesReported employees: 51-200 | Herndon, VA, United States | 51-200 | Exact match | 48 contacts → |
“Having the money and freedom to pursue what you want out of life takes careful planning and partnering with purpose.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Infinitas, LLCinfinitaskc.comHQ: Overland Park, KS, United StatesReported employees: 51-200 | Overland Park, KS, United States | 51-200 | Exact match | 45 contacts → |
“We are an independent financial planning firm that helps individuals and their families develop a structured and customized financial plan.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Ihub Investimentosihubinvestimentos.com.brHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 44 contacts → |
“iHUB é um escritório de agentes autônomos de investimentos especializado em renda variável, com a missão de auxiliar nossos clientes a investir de maneira mais inteligente para…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Hellocollegesayhellocollege.comHQ: Oak Brook, CO, United StatesReported employees: 51-200 | Oak Brook, CO, United States | 51-200 | Exact match | 43 contacts → |
“The path to college can often be overwhelming and stressful for parents and students.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Investflow Investimentosinvestflow.com.brHQ: Curitiba, BrazilReported employees: 51-200 | Curitiba, Brazil | 51-200 | Exact match | 43 contacts → |
“Somos a InvestFlow Investimentos!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Becu Investment Servicesbecu.orgHQ: Tukwila, WA, United StatesReported employees: 11-50 | Tukwila, WA, United States | 11-50 | Exact match | 35 contacts → |
“Ready to create your personal roadmap toward financial independence?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Collegeinvestcollegeinvest.orgHQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 35 contacts → |
“CollegeInvest manages Colorado’s 529 Savings Program, an easy way to save for higher education and capitalize on tax benefits with your contributions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  TVAMPtvamp.netHQ: Knoxville, TN, United StatesReported employees: 11-50 | Knoxville, TN, United States | 11-50 | Exact match | 34 contacts → |
“TVAMP helps clients get their financial life in order & make smart financial decisions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Krone Capitalkronecapital.com.brHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 34 contacts → |
“A Krone Capital nasceu motivada pela busca por personalização no atendimento, conscientização sobre a educação financeira e disseminação da cultura de investimentos no país.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,374 company matches
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College savings planners: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,368 records in the displayed employee bands.
6 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 1,374 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
College savings planners by location
5 lists · largest firstEvery College savings planners list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for college savings planners?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many college savings planners did RevenueBase find worldwide?
The saved snapshot records 1,374 matching company records, 8,594 tracked contacts and 2,385 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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Cite this list
RevenueBase Data Team. Top 25 college savings planners worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/college-savings-planners.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 college savings planners worldwide
RevenueBase records 1,374 matching company records for college savings planners worldwide, with 8,594 tracked contacts and 2,385 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 college savings planners worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Embark Student Corpembark.ca HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 462 contacts → |
“We're Canada's education savings and planning company!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Huntington Financial Advisorshuntington.com HQ: Columbus, OH, United StatesReported employees: 1,001-5,000 | Columbus, OH, United States | 1,001-5,000 | Exact match | 361 contacts → |
“Welcome to the Next Level of Investing, Advice and Planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Port Of Spain, Trinidad and TobagoReported employees: 501-1,000 | Port Of Spain, Trinidad and Tobago | 501-1,000 | Exact match | 257 contacts → |
“The Unit Trust Corporation offers a full range of diverse investment options for individual and corporate investors, in addition to financial advice and planning to assist you in…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Adliswil, SwitzerlandReported employees: 201-500 | Adliswil, Switzerland | 201-500 | Exact match | 216 contacts → |
“Since 2005, we have been operating as a successful company in the Swiss financial industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Liberta Investimentoslibertainvestimentos.com.br HQ: Porto Alegre, BrazilReported employees: 201-500 | Porto Alegre, Brazil | 201-500 | Exact match | 201 contacts → |
“A trajetória da Liberta começou em uma sala de aula com 30 alunos em Porto Alegre, e hoje somos um dos maiores escritórios credenciados à XP Investimentos no Brasil.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Alexandria Groupalexandria.fi HQ: Helsinki, FinlandReported employees: 201-500 | Helsinki, Finland | 201-500 | Exact match | 192 contacts → |
“Alexandria on sijoittamisen ja säästämisen asiantuntija, joka tarjoaa ensiluokkaista henkilökohtaista palvelua.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Invest4eduinvest4edu.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 153 contacts → |
“We at I4E aim to empower anyone and everyone to plan the future they dream and deserve.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | RJ Investimentosrjmais.com HQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 116 contacts → |
“Agende uma reunião com o especialista e monte um plano para a conquista dos seus sonhos e objetivos pessoais.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Collegewell Sponsor Of Private College 529 Plancollegewell.com HQ: Marlborough, MA, United StatesReported employees: Not recorded | Marlborough, MA, United States | Not recorded | Exact match | 111 contacts → |
“We help parents navigate saving and paying for college with clear direction and expert guidance in one convenient place.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | NOVAnovawm.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 101 contacts → |
“We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Bright Horizons College Coachgetintocollege.com HQ: Newton, MA, United StatesReported employees: 51-200 | Newton, MA, United States | 51-200 | Exact match | 91 contacts → |
“Bright Horizons College Coach is the nation’s leading provider of education advising, offering expert guidance on the college admissions and finance processes to families of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Foster Klima & Companyfosterklima.com HQ: Minnetonka, MN, United StatesReported employees: 51-200 | Minnetonka, MN, United States | 51-200 | Exact match | 63 contacts → |
“Our vision is to Inspire and Empower Caring, Responsible Individuals to take control of their Financial Future and build more Spendable Wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Common Sense Financialmycommonsensefinancial.com HQ: American Fork, UT, United StatesReported employees: 51-200 | American Fork, UT, United States | 51-200 | Exact match | 58 contacts → |
“We are passionate about providing financial education and answers for families and individuals from all walks of life.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Vista Capital Partnersvistacp.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 54 contacts → |
“Vista Capital Partners is an employee-owned wealth management firm guided by a clear and simple belief: tuning out the noise of Wall Street is the surest path to investment…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Ascent Capital Groupascentcapitalgrp.com HQ: Boise, ID, United StatesReported employees: 51-200 | Boise, ID, United States | 51-200 | Exact match | 54 contacts → |
“Ascent Capital is a financial services firm that specializes in creative financial planning, including college planning, business owner solutions, retirement planning and estate…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | O2 Capitalo2capital.com.br HQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 50 contacts → |
“Os outros falam sobre investimentos, nós falamos sobre: VOCÊ.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Northwest Financial Advisors LLCnwfllc.com HQ: Herndon, VA, United StatesReported employees: 51-200 | Herndon, VA, United States | 51-200 | Exact match | 48 contacts → |
“Having the money and freedom to pursue what you want out of life takes careful planning and partnering with purpose.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Infinitas, LLCinfinitaskc.com HQ: Overland Park, KS, United StatesReported employees: 51-200 | Overland Park, KS, United States | 51-200 | Exact match | 45 contacts → |
“We are an independent financial planning firm that helps individuals and their families develop a structured and customized financial plan.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Ihub Investimentosihubinvestimentos.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 44 contacts → |
“iHUB é um escritório de agentes autônomos de investimentos especializado em renda variável, com a missão de auxiliar nossos clientes a investir de maneira mais inteligente para…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Hellocollegesayhellocollege.com HQ: Oak Brook, CO, United StatesReported employees: 51-200 | Oak Brook, CO, United States | 51-200 | Exact match | 43 contacts → |
“The path to college can often be overwhelming and stressful for parents and students.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Investflow Investimentosinvestflow.com.br HQ: Curitiba, BrazilReported employees: 51-200 | Curitiba, Brazil | 51-200 | Exact match | 43 contacts → |
“Somos a InvestFlow Investimentos!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Becu Investment Servicesbecu.org HQ: Tukwila, WA, United StatesReported employees: 11-50 | Tukwila, WA, United States | 11-50 | Exact match | 35 contacts → |
“Ready to create your personal roadmap toward financial independence?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Collegeinvestcollegeinvest.org HQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 35 contacts → |
“CollegeInvest manages Colorado’s 529 Savings Program, an easy way to save for higher education and capitalize on tax benefits with your contributions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | TVAMPtvamp.net HQ: Knoxville, TN, United StatesReported employees: 11-50 | Knoxville, TN, United States | 11-50 | Exact match | 34 contacts → |
“TVAMP helps clients get their financial life in order & make smart financial decisions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Krone Capitalkronecapital.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 34 contacts → |
“A Krone Capital nasceu motivada pela busca por personalização no atendimento, conscientização sobre a educação financeira e disseminação da cultura de investimentos no país.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,374 company matches
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College savings planners: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,368 records in the displayed employee bands.
6 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 1,374 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
College savings planners by location
5 lists · largest firstEvery College savings planners list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for college savings planners?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many college savings planners did RevenueBase find worldwide?
The saved snapshot records 1,374 matching company records, 8,594 tracked contacts and 2,385 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 college savings planners worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/college-savings-planners.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗