529 QuickView
529 QuickView is a web-based portal that gives investment professionals immediate online access to clients.
Market Share of 529 QuickView
Current Customer(s)
29
Market Share (Est.)
0.31%
Ranking
#14
Top Competitors and Alternatives of 529 QuickView
The top three of 529 QuickView’s competitors in the Other Finance And Accounting category are ProfitWell with 56.06%, Money Guide Pro with 13.13%, Newtek with 11.36% market share.
Popular Comparisons
Top Competitors and Alternatives of 529 QuickView
The top three of 529 QuickView’s competitors in the Other Finance And Accounting category are ProfitWell with 56.06%, Money Guide Pro with 13.13%, Newtek with 11.36% market share.
529 QuickView vs ProfitWell
529 QuickView vs Money Guide Pro
529 QuickView vs Newtek
529 QuickView vs IRIS Software
529 QuickView vs BlueMatrix
529 QuickView vs Breadwinner
529 QuickView vs FOUNDATION Software
529 QuickView vs MileIQ
Customers of 529 QuickView
Around the world in 2024, over 29 companies have started using 529 QuickView as Other Finance And Accounting tool.
| Customers | Employee Range | City | Region | Country | Social Links |
|---|---|---|---|---|---|
| Ascensus | 1,000 - 4,999 | Dresher | Pennsylvania | United States |    |
| Oklahoma College Savings Plan | 10,000+ | Oklahoma City | Oklahoma | United States | |
| Nuveen | 1,000 - 4,999 | Chicago | Illinois | United States | |
| Hartford Funds | 250 - 499 | Wayne | Pennsylvania | United States | |
| New York's 529 College | 100 - 249 | Newton | Massachusetts | United States | |
| Tennessee Department Of Treasury | 100 - 249 | Nashville | Tennessee | United States | |
| Mauldin Economics | 50 - 99 | Dallas | Texas | United States |  |
| IDEX Financial Group LLC | 50 - 99 | Rolling Meadows | Illinois | United States | |
| CollegeInvest | 20 - 49 | Denver | Colorado | United States | |
| The Education Plan | 20 - 49 | Santa Fe | New Mexico | United States | |
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529 QuickView Customers by Products and Services
The top three products and services offering customers that use 529 QuickView for Other Finance And Accounting are Financial Planning (2), 529 College Savings Plans (2), Asset Management (2).
Customers
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529 QuickView Customers by Employee Size
The majority of 529 QuickView's customers for the other-finance-and-accounting category fall in the company size of 0 - 9 employees (9 companies), 10 - 19 employees (6 companies), 20 - 49 employees (5 companies).
Employee Size
529 QuickView Customers by Geography
The top three geographies of 529 QuickView for other-finance-and-accounting are the United States with 29(100.00%) customers respectively.
Customers
Employees of 529 QuickView
Also see other Products/Services by 529 QuickView in:
FAQ
Find answers to the most often asked questions by users.
Who are the top 529 QuickView competitors?
529 QuickView’s Top competitors in the other-finance-and-accounting category are ProfitWell, Money Guide Pro, Newtek. You can view a full list of 529 QuickView competitors here. 6sense uses advanced data mining and AI algorithms to track customers and competitors of 529 QuickView and 40,000 other technologies on the internet. You can also compare 529 QuickView and its feature with top competitors here : 529 QuickView vs ProfitWell 529 QuickView vs Money Guide Pro 529 QuickView vs Newtek.
What is 529 QuickView customer distribution based on company size?
What is 529 QuickView market share in the other-finance-and-accounting?
What are the top countries that use 529 QuickView?
What are the top industries that use 529 QuickView?
Justine Lyon
Senior VP of Sales, Ally
At my previous organization we used Zoominfo and LInkedIn Navigator for contact, Bombora for intent and DiscoverOrg for account info. When I joined Ally where we use 6sense, I found it to be as valuable as all the other tools combined!
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