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The Education Plan Logo
The Education Plan CB Rank
3304810
Heat Score
31
The Education Plan offers a tax-advantaged education savings plan.
Private Kansas City, Missouri, United States1-10 www.theeducationplan.com
Education
Small and Medium Businesses
Overview

The Education Plan
Heat Score
31

Growth Score
pts
in past quarter
Heat Score 31
-5 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About The Education Plan

CB Rank
3304810
The Education Plan offers a tax-advantaged education savings plan.
Private Kansas City, Missouri, United States1-10 www.theeducationplan.com
Education
Small and Medium Businesses

Details

Operating Status Active
Company Type For Profit
Phone Number 877-337-5268
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

The Education Plan 529 Education Savings Account
A tax-advantaged savings account designed to help families save for future education expenses, including college, vocational, and apprenticeship programs.
Ready Save 529 Mobile App
A mobile application that enables account holders to access and manage their 529 education savings accounts conveniently.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10
News

News and Press

News•Sep 9, 2025
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News•Jun 25, 2025
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News•Apr 1, 2025
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News•Mar 18, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

13,394
22.3%
 in past month

IT Spend

$19KThis year, The Education Plan is projected to spend $19K on IT, according to Aberdeen.

Active Website Tech Count

3The Education Plan is actively using 3 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, CommonCrawl Top 5m, and  Simpli.fi.
Sub-Organizations
Frequently Asked Questions

Where is The Education Plan's headquarters? The Education Plan is located in Kansas City, Missouri, United States.Who are The Education Plan's competitors? Alternatives and possible competitors to The Education Plan may include Edvest, Kissinger & Kirkman Investment Centre, and  College Savings Iowa.
Who We Are
What We Do
Helpful Links
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