Strategic Education Technologies

Name

Strategic Education Technologies

Legal name

Strategic Education Technologies, LLC

Website

https://mysetsolutions.com

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Financial Planning Services

NAICS

Portfolio Management and Investment Advice (523940), Educational Support Services (61171)

SIC

Investment Advice (6282), Services-Educational Services (8200)

akta.pro primary industry

Education Funding Planning (College/529) (FSAEAAAF)

akta.pro secondary industries

Comprehensive Financial Planning (FSAEAAAA), Financial Coaching & Budgeting Advisory (FSAEAAAH), Financial Planning Tools & Financial Coaching (Goal Setting, Apps, Advisors) (EDAAAJAN)

Keywords

• College financial planning
• Financial advisor training
• College admissions consulting
• Retirement income planning
• Financial education services

Headquarters

HQ city

Troy

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D

Revenue model

1. SET Advisor Network Services: Revenue appears to be generated through a network of independent financial advisors who pay for access to the SET platform, tools, training, marketing systems, and support services to deliver college planning and financial life solutions to end consumers.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Strategic Education Technologies delivers college planning and financial life planning services through a nationwide network of independent SET Advisors. The company sells the My SET for College Solution (college selection, admissions, financial aid, and funding across PLAN, PACKAGE & PREP, and PAY phases) and the My SET for Life Solution (financial education, cash flow optimization, and retirement income planning) directly to families. It also operates the SET for Advisors platform that recruits, trains, and supports independent financial professionals who deliver these solutions locally.

Product overview

Strategic Education Technologies offers a unified platform of financial planning services centered around three interconnected products: My SET for College Solution, My SET for Life Solution, and SET for Advisors. My SET for College Solution addresses the college selection and funding challenge through PLAN, PACKAGE & PREP, and PAY phases. My SET for Life Solution extends financial planning capabilities for long-term security. SET for Advisors serves as the platform for recruiting and training a nationwide network of independent advisors who deliver both solutions to families in their communities.

Differentiator

Problem solved

Functional benefit

Brands

• My SET for College Solution: A family's single source solution that takes the complex college selection, admissions, financial aid, and funding process and makes it simple. Includes three phases: PLAN, PACKAGE & PREP, and PAY.
• My SET for Life Solution
• SET for Advisors

Products and services

• My SET for College Solution

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Edvisors / College Coach: Edvisors operates College Coach, providing college admissions and financial aid counseling to families — directly comparable to Strategic Education Technologies' My SET for College Solution across use cases (admissions strategy, financial aid optimization, scholarship search) and target customer (college-bound families).
• SmartAsset: SmartAsset offers free financial planning tools including college cost calculators and 529 advisor matching, directly overlapping with SET's combination of college funding planning and life-stage financial planning delivered to retail consumers.
• World Financial Group (WFG): WFG is a large independent marketing organization recruiting and training financial advisors with marketing systems, training, and back-office support — directly analogous to SET for Advisors' channel-partner distribution and enablement model.
• Transamerica Financial Advisors: Transamerica Financial Advisors recruits independent advisors and provides training, technology, and product platforms — a structurally similar advisor-IMO business model targeting the same producer (independent advisor) and end-market (middle-income families planning for college/retirement).

Broad incumbents

• Fidelity Investments: Fidelity operates a 529 plan platform and college planning resources (e.g., Fidelity's 529 GiftED, college savings tools) as part of a much broader retail wealth management franchise — overlapping with SET on college funding solutions but at significantly larger scale and through a captive asset-management channel.
• Kaplan (college admissions prep): Kaplan offers test prep (SAT/ACT) and college admissions tutoring under a much larger education services franchise — overlapping with the PACKAGE & PREP phase of My SET for College Solution but operating as part of a global education company rather than as a focused college planning solution.

Regional players

• MEFA (Massachusetts Educational Financing Authority): MEFA is a state authority providing college planning, financial aid advising, and U.Fund 529 plan administration to New England families — comparable college funding advisory services to SET's offerings, though concentrated in a single geographic market.

Emerging players

• Saving for College: Saving for College is a niche digital content and comparison platform for 529 plans and college savings strategies, comparable to SET's education funding planning vertical but delivered as a self-service research destination rather than through human advisors.

Others

• Dave Ramsey Solutions: Dave Ramsey Solutions delivers financial education, coaching, and budgeting content through RamseyTrusted advisors and Financial Peace University — adjacent to SET's My SET for Life financial coaching and education offering and the SET for Advisor training curriculum in philosophy and delivery style.
• XY Planning Network: XY Planning Network is a network of fee-only financial advisors serving Gen X and Gen Y clients with comprehensive planning — comparable in spirit to SET's advisor-recruitment and enablement model, but focused on a younger, fee-only segment and without a college planning specialization.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks7 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Strategic Education Technologies