Company lists · Data refreshed November 2026
Top 25 College savings planning services worldwide
RevenueBase identified 218 company matches for college savings planning services worldwide as of November 2026 and tracks 1,961 professional contacts across them, including 336 with verified work emails. The United States is the largest market and Irvine the largest hub.
This list covers company matches for college savings planning services 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 planning services 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 planning services 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 | 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 | |||||
| 3 | 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 | |||||
| 4 | 108 contacts → | ||||
Exact match “MEFA – the Massachusetts Educational Financing Authority – helps families plan, save, and pay for college and reach financial goals through community education programs, college…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 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 | |||||
| 6 | 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 | |||||
| 7 | 22 contacts → | ||||
Exact match “Since 1989, the Ohio Tuition Trust Authority, a state agency within the Ohio Department of Higher Education, has been helping families save for a college education.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 20 contacts → | ||||
Exact match “The College Funding Coach® was founded in 2002 to help families better understand the complex strategies for saving and paying for college and making higher education more…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 17 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 16 contacts → | ||||
Exact match “Since 2004, over families have used College Assistance Plus to save money on college.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 14 contacts → | ||||
Exact match “Strategic Education Technologies (SET), is focused on helping families get SET for College and financially SET for Life – without taking unnecessary risks.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 14 contacts → | ||||
Exact match “Backer is the leading fintech company focused on 529 plans.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 10 contacts → | ||||
Exact match “College Planning Source has helped educate and guide families through the complicated process of preparing for higher education since 2002.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 9 contacts → | ||||
Exact match “Prosperity Financial is a college funding and retirement planning company that was created with a vision to change families' lives one financial dream at a time.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 9 contacts → | ||||
Exact match “Your goal is getting your college degree in four years, and our focus is to accomplish that through your best college matches-financially, socially, academically and more!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 8 contacts → | ||||
Exact match “Any athletic endeavor involves rigorous training in order to prepare for the demands of the challenge.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 7 contacts → | ||||
Exact match “For more than twenty years, Virginia529 has helped millions of families and individuals plan and save for the cost of higher education through tax-advantaged 529 savings programs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match “FINANCIAL WELLNESS BEGINS WITH EDUCATION The College Tuition Benefit, CTB, is a financial wellness benefit that employee benefit and financial services companies use to reward…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 7 contacts → | ||||
Exact match “Hadley enables employers to give 529 benefits with auto-payroll deductions and potential employer matching.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 6 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 6 contacts → | ||||
Exact match “Welcome to VG Capital Financial Services LLC, your Financial Resource Center.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 6 contacts → | ||||
Exact match “Saving For College is your best source for objective information about 529 Savings Plans and other ways to save and pay for college.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 6 contacts → | ||||
Exact match “We're boutique on purpose; we treat your student like our own.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 5 contacts → | ||||
Exact match “The mission of Class 101 College Planning is to provide families with expert guidance for students’ college searches and preparation, admissions, and financial aid and scholarship…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 5 contacts → | ||||
Exact match “At GW Financial, Inc, we understand the challenges faced by parents navigating the future of higher education costs for multiple children.” 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 planning services”. 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 218 college savings planning services worldwide
See the full list, filter by size, metro and specialty, and access 336 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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College savings planning services 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 planning services are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “college savings planning services” 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 336 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 planning services by location
1 lists · largest firstEvery College savings planning services 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 planning services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many college savings planning services are there worldwide?
RevenueBase identified 218 company matches for college savings planning services 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 planning services?
The United States leads with 168 companies. Every college savings planning services list by country and city is linked on this page.
Which city has the most college savings planning services?
Irvine leads with 3 company records, followed by Jacksonville (3) and Long Beach (3).
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 336 professional contacts with verified work emails tracked across these 218 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 218 college savings planning services 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 planning services worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 218 matching company records for college savings planning services worldwide, with 1,961 tracked contacts and 336 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 planning services 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 |  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. | |||||
| 3 |  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. | |||||
| 4 |  MEFAmefa.orgHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 108 contacts → |
“MEFA – the Massachusetts Educational Financing Authority – helps families plan, save, and pay for college and reach financial goals through community education programs, college…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  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. | |||||
| 6 |  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. | |||||
| 7 |  Ohio Tuition Trust Authoritycollegeadvantage.comHQ: Columbus, OH, United StatesReported employees: 11-50 | Columbus, OH, United States | 11-50 | Exact match | 22 contacts → |
“Since 1989, the Ohio Tuition Trust Authority, a state agency within the Ohio Department of Higher Education, has been helping families save for a college education.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  The College Funding Coachthecollegefundingcoach.orgHQ: Vienna, VA, United StatesReported employees: 51-200 | Vienna, VA, United States | 51-200 | Exact match | 20 contacts → |
“The College Funding Coach® was founded in 2002 to help families better understand the complex strategies for saving and paying for college and making higher education more…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Intuition College Savings Solutions, LLCintuitioncss.com HQ: Jacksonville, FL, United StatesReported employees: 1-10 | Jacksonville, FL, United States | 1-10 | Exact match | 17 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 10 |  College Assistance Pluscollegeassistanceplus.comHQ: Honeoye Falls, NY, United StatesReported employees: 1-10 | Honeoye Falls, NY, United States | 1-10 | Exact match | 16 contacts → |
“Since 2004, over families have used College Assistance Plus to save money on college.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Strategic Education Technologies LLCmysetsolutions.comHQ: Troy, OH, United StatesReported employees: 51-200 | Troy, OH, United States | 51-200 | Exact match | 14 contacts → |
“Strategic Education Technologies (SET), is focused on helping families get SET for College and financially SET for Life – without taking unnecessary risks.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Backerbacker.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 14 contacts → |
“Backer is the leading fintech company focused on 529 plans.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  College Planning Sourcecollegeplanningsource.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 10 contacts → |
“College Planning Source has helped educate and guide families through the complicated process of preparing for higher education since 2002.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Prosperity Financialprosperityfin.comHQ: Henrico, VA, United StatesReported employees: 1-10 | Henrico, VA, United States | 1-10 | Exact match | 9 contacts → |
“Prosperity Financial is a college funding and retirement planning company that was created with a vision to change families' lives one financial dream at a time.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  MY College Planning Teamcollegeplanningteam.comHQ: Downers Grove, IL, United StatesReported employees: 1-10 | Downers Grove, IL, United States | 1-10 | Exact match | 9 contacts → |
“Your goal is getting your college degree in four years, and our focus is to accomplish that through your best college matches-financially, socially, academically and more!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Marathon Financial Servicesmarathonfin.com HQ: Kent, OH, United StatesReported employees: 1-10 | Kent, OH, United States | 1-10 | Exact match | 8 contacts → |
“Any athletic endeavor involves rigorous training in order to prepare for the demands of the challenge.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Virginia529virginia529.com HQ: North Chesterfield, VA, United StatesReported employees: 51-200 | North Chesterfield, VA, United States | 51-200 | Exact match | 7 contacts → |
“For more than twenty years, Virginia529 has helped millions of families and individuals plan and save for the cost of higher education through tax-advantaged 529 savings programs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  College Tuition Benefitcollegetuitionbenefit.comHQ: Fort Washington, PA, United StatesReported employees: 11-50 | Fort Washington, PA, United States | 11-50 | Exact match | 7 contacts → |
“FINANCIAL WELLNESS BEGINS WITH EDUCATION The College Tuition Benefit, CTB, is a financial wellness benefit that employee benefit and financial services companies use to reward…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Hadleygohadley.comHQ: Los Angeles | New York, United StatesReported employees: 1-10 | Los Angeles | New York, United States | 1-10 | Exact match | 7 contacts → |
“Hadley enables employers to give 529 benefits with auto-payroll deductions and potential employer matching.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Ketterman College Funding, INCkettermancollegefunding.com HQ: Torrance, CA, United StatesReported employees: 1-10 | Torrance, CA, United States | 1-10 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 21 |  VG Capital Financial Services LLCvgcapital.netHQ: Stockton, CA, United StatesReported employees: 11-50 | Stockton, CA, United States | 11-50 | Exact match | 6 contacts → |
“Welcome to VG Capital Financial Services LLC, your Financial Resource Center.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Saving For Collegesavingforcollege.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 6 contacts → |
“Saving For College is your best source for objective information about 529 Savings Plans and other ways to save and pay for college.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Strategies For College, INCstrategiesforcollege.comHQ: Canton, CA, United StatesReported employees: 1-10 | Canton, CA, United States | 1-10 | Exact match | 6 contacts → |
“We're boutique on purpose; we treat your student like our own.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Class 101 Dayton OH Southclass101.comHQ: Springboro, OH, United StatesReported employees: 1-10 | Springboro, OH, United States | 1-10 | Exact match | 5 contacts → |
“The mission of Class 101 College Planning is to provide families with expert guidance for students’ college searches and preparation, admissions, and financial aid and scholarship…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  GW Financial, INCplanhighereducation.comHQ: Any City, NV, United StatesReported employees: 1-10 | Any City, NV, United States | 1-10 | Exact match | 5 contacts → |
“At GW Financial, Inc, we understand the challenges faced by parents navigating the future of higher education costs for multiple children.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 218 company matches
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College savings planning services: 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
217 records in the displayed employee bands.
1 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 218 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 planning services by location
1 lists · largest firstEvery College savings planning services 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 planning services?
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 planning services did RevenueBase find worldwide?
The saved snapshot records 218 matching company records, 1,961 tracked contacts and 336 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 planning services worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/college-savings-planning-services.
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 planning services worldwide
RevenueBase records 218 matching company records for college savings planning services worldwide, with 1,961 tracked contacts and 336 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 planning services 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 | 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. | |||||
| 3 | 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. | |||||
| 4 | MEFAmefa.org HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 108 contacts → |
“MEFA – the Massachusetts Educational Financing Authority – helps families plan, save, and pay for college and reach financial goals through community education programs, college…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | 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. | |||||
| 6 | 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. | |||||
| 7 | Ohio Tuition Trust Authoritycollegeadvantage.com HQ: Columbus, OH, United StatesReported employees: 11-50 | Columbus, OH, United States | 11-50 | Exact match | 22 contacts → |
“Since 1989, the Ohio Tuition Trust Authority, a state agency within the Ohio Department of Higher Education, has been helping families save for a college education.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | The College Funding Coachthecollegefundingcoach.org HQ: Vienna, VA, United StatesReported employees: 51-200 | Vienna, VA, United States | 51-200 | Exact match | 20 contacts → |
“The College Funding Coach® was founded in 2002 to help families better understand the complex strategies for saving and paying for college and making higher education more…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Intuition College Savings Solutions, LLCintuitioncss.com HQ: Jacksonville, FL, United StatesReported employees: 1-10 | Jacksonville, FL, United States | 1-10 | Exact match | 17 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 10 | College Assistance Pluscollegeassistanceplus.com HQ: Honeoye Falls, NY, United StatesReported employees: 1-10 | Honeoye Falls, NY, United States | 1-10 | Exact match | 16 contacts → |
“Since 2004, over families have used College Assistance Plus to save money on college.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Strategic Education Technologies LLCmysetsolutions.com HQ: Troy, OH, United StatesReported employees: 51-200 | Troy, OH, United States | 51-200 | Exact match | 14 contacts → |
“Strategic Education Technologies (SET), is focused on helping families get SET for College and financially SET for Life – without taking unnecessary risks.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Backerbacker.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 14 contacts → |
“Backer is the leading fintech company focused on 529 plans.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | College Planning Sourcecollegeplanningsource.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 10 contacts → |
“College Planning Source has helped educate and guide families through the complicated process of preparing for higher education since 2002.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Prosperity Financialprosperityfin.com HQ: Henrico, VA, United StatesReported employees: 1-10 | Henrico, VA, United States | 1-10 | Exact match | 9 contacts → |
“Prosperity Financial is a college funding and retirement planning company that was created with a vision to change families' lives one financial dream at a time.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | MY College Planning Teamcollegeplanningteam.com HQ: Downers Grove, IL, United StatesReported employees: 1-10 | Downers Grove, IL, United States | 1-10 | Exact match | 9 contacts → |
“Your goal is getting your college degree in four years, and our focus is to accomplish that through your best college matches-financially, socially, academically and more!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Marathon Financial Servicesmarathonfin.com HQ: Kent, OH, United StatesReported employees: 1-10 | Kent, OH, United States | 1-10 | Exact match | 8 contacts → |
“Any athletic endeavor involves rigorous training in order to prepare for the demands of the challenge.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Virginia529virginia529.com HQ: North Chesterfield, VA, United StatesReported employees: 51-200 | North Chesterfield, VA, United States | 51-200 | Exact match | 7 contacts → |
“For more than twenty years, Virginia529 has helped millions of families and individuals plan and save for the cost of higher education through tax-advantaged 529 savings programs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | College Tuition Benefitcollegetuitionbenefit.com HQ: Fort Washington, PA, United StatesReported employees: 11-50 | Fort Washington, PA, United States | 11-50 | Exact match | 7 contacts → |
“FINANCIAL WELLNESS BEGINS WITH EDUCATION The College Tuition Benefit, CTB, is a financial wellness benefit that employee benefit and financial services companies use to reward…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Hadleygohadley.com HQ: Los Angeles | New York, United StatesReported employees: 1-10 | Los Angeles | New York, United States | 1-10 | Exact match | 7 contacts → |
“Hadley enables employers to give 529 benefits with auto-payroll deductions and potential employer matching.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Ketterman College Funding, INCkettermancollegefunding.com HQ: Torrance, CA, United StatesReported employees: 1-10 | Torrance, CA, United States | 1-10 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 21 | VG Capital Financial Services LLCvgcapital.net HQ: Stockton, CA, United StatesReported employees: 11-50 | Stockton, CA, United States | 11-50 | Exact match | 6 contacts → |
“Welcome to VG Capital Financial Services LLC, your Financial Resource Center.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Saving For Collegesavingforcollege.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 6 contacts → |
“Saving For College is your best source for objective information about 529 Savings Plans and other ways to save and pay for college.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Strategies For College, INCstrategiesforcollege.com HQ: Canton, CA, United StatesReported employees: 1-10 | Canton, CA, United States | 1-10 | Exact match | 6 contacts → |
“We're boutique on purpose; we treat your student like our own.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Class 101 Dayton OH Southclass101.com HQ: Springboro, OH, United StatesReported employees: 1-10 | Springboro, OH, United States | 1-10 | Exact match | 5 contacts → |
“The mission of Class 101 College Planning is to provide families with expert guidance for students’ college searches and preparation, admissions, and financial aid and scholarship…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | GW Financial, INCplanhighereducation.com HQ: Any City, NV, United StatesReported employees: 1-10 | Any City, NV, United States | 1-10 | Exact match | 5 contacts → |
“At GW Financial, Inc, we understand the challenges faced by parents navigating the future of higher education costs for multiple children.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 218 company matches
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College savings planning services: 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
217 records in the displayed employee bands.
1 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 218 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 planning services by location
1 lists · largest firstEvery College savings planning services 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 planning services?
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 planning services did RevenueBase find worldwide?
The saved snapshot records 218 matching company records, 1,961 tracked contacts and 336 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 planning services worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/college-savings-planning-services.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗