educational investor services

What educational investor services does

Educational Investor Services (EIS) is a privately held, founder-owned financial education company founded in 1997 and headquartered at 1 Beach Club Drive, Unit 705, Miramar Beach, Florida (Destin/Florida Gulf Coast). The company delivers customized 401K and retirement education courses through live and online classrooms, accompanied by newsletters, and serves individuals with employer-sponsored retirement plans, often paid via employer Tuition Assistance Programs. The product curriculum covers 401K, pensions, Roth IRAs, and related retirement vehicles, with the stated goal of enabling participants to develop and self-manage low-maintenance portfolios.

The underlying technology is a basic online learning management and classroom delivery system hosted at eistrading.com, with member registration, login, password reset, and account management functionality, plus an SMS opt-in notification utility for website and class updates. There is no mobile app, no public API, no disclosed SDK, and no integration beyond references to four external investment platforms (Fidelity, Charles Schwab, Vanguard, ProFunds) displayed as informational icons on the site.

EIS operates a pure subscription business model priced at $206.96 per year, with a 4% convenience fee on credit card payments, generating recurring membership revenue from individual subscribers. Marketing and acquisition are driven by the company website and email newsletters, with SMS used as a post-sale engagement channel. The firm has no external funding, no parent entity, no subsidiaries, no disclosed management team, and operates entirely within the Southeast US, reflecting the profile of a small, mature, bootstrapped lifestyle business rather than a venture-scale enterprise.

Name

educational investor services

Legal name

Educational Investor Services

Website

https://eistrading.com

Company type

Private

Founded year

1997

Operating status

Operating

Short description

Educational Investor Services is a privately held Florida-based financial education company founded in 1997 that delivers 401K and retirement courses via live and online classrooms to individual subscribers paying an annual membership fee.

Ownership category

akta.pro rank

Product category

Financial Education Services

NAICS

Educational Support Services (611710), Portfolio Management and Investment Advice (523940)

SIC

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

akta.pro primary industry

Investing Fundamentals (Stocks, Bonds, Funds, Risk) (EDAAAJAH)

akta.pro secondary industry

Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)

Keywords

• Financial education services
• Retirement planning courses
• Investment seminars
• 401K education programs
• Financial newsletters

Headquarters

HQ city

Miramar Beach

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Annual Membership Subscription: The company generates revenue through annual membership subscriptions at $206.96 per year, providing access to seminars, newsletters, and educational courses on retirement planning and investment management.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Educational Investor Services is a financial education company that delivers customized 401K and retirement education courses through live and online classrooms, along with educational newsletters. The company sells an annual membership subscription ($206.96/year) that grants subscribers access to seminars, newsletters, and retirement-planning instruction focused on 401K, Pension, Roth IRA, and self-directed portfolio management. Courses are often paid for through employer Tuition Assistance Programs.

Product overview

Educational Investor Services (EIS) operates as a single, unified financial education service offering seminars, newsletters, and customized 401K and retirement education courses. The core offering consists of a membership program ($206.96/year) that provides subscribers access to educational content delivered through live or online classrooms. The service educates individuals with Employer-Sponsored Retirement Plans on understanding their 401K, Pension, and Roth IRA vehicles, enabling them to develop and self-manage low-maintenance retirement portfolios.

Differentiator

Problem solved

Functional benefit

Products and services

• Seminars and Newsletters Educational seminars and newsletters that teach subscribers to make knowledgeable investment decisions, targeting individuals with employer-sponsored retirement plans.
• 401K and Retirement Education Courses Customized education courses for individuals with Employer-Sponsored Retirement Plans, covering 401K, Pension, Roth IRA, and other retirement vehicles. Participants learn to develop and self-manage low maintenance portfolios, delivered via live or online classrooms.
• Annual Membership Program Annual membership subscription service priced at $206.96 per year that provides subscribers access to educational investor content including seminars, newsletters, and retirement education courses. A 4% convenience fee applies to credit card payments.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature2 records

Partnerships

Four partnerships are on record, tiered minor.

• FidelityminorOthersFidelity is displayed as an icon on the EIS website. The relationship appears to be informational/referential rather than formal, possibly indicating platforms or tools that EIS educational content covers or recommends for investor use.
• Charles SchwabminorOthersCharles Schwab is displayed as an icon on the EIS website. Similar to Fidelity, this appears to be a reference to a major investment platform that may be covered in educational materials rather than a formal partnership.
• VanguardminorOthersVanguard is displayed as an icon on the EIS website. This appears to be a reference to the popular investment management company, potentially featured as part of the educational content about retirement investing.
• ProFundsminorOthersProFunds is displayed as an icon on the EIS website. This appears to be a reference to the mutual fund company that offers specialty funds, potentially covered in EIS educational materials.

Scale indicators1 record

Recent moves3 records

Expansion highlights3 records

Direct peers

• SmartAsset: Online personal finance and investment education platform with retirement-planning tools and content. Directly competes for the same retail investor seeking 401K/retirement education, but at much larger scale and with free, ad-supported distribution.
• The Motley Fool: Subscription-based investment education and stock-picking service. Comparable as a paid, education-first platform teaching retail investors how to manage portfolios, though broader in scope than EIS's retirement focus.
• Ramsey Solutions: Financial education company offering paid courses, newsletters, and live events on budgeting, investing, and retirement. Closely mirrors EIS's seminar + newsletter + paid membership model, though with a broader personal-finance curriculum.

Broad incumbents

• NerdWallet: Large consumer financial education and comparison platform covering investing, retirement, and financial products. Overlaps with EIS's investor education mission but serves a much wider topic surface and monetizes via affiliate lead-gen.
• Investopedia: Largest free reference site for investment and personal finance education. Competes for the same investor-learners as EIS, but at no cost and with much broader topic coverage including 401K and IRAs.
• Personal Capital / Empower: Hybrid digital wealth management and financial planning platform with strong educational content around retirement accounts. Bundles free education with paid advisory, competing with EIS for the retirement-focused investor.
• Fidelity Learning Center: Brokerage incumbent with a large free investor education library covering 401K, IRAs, and retirement planning. Direct substitute for EIS content, available free to the same target segment.
• Vanguard Investor Education: Asset manager offering comprehensive free educational content on retirement investing and portfolio management. Already referenced on EIS's site; competes on content quality and reach at zero price.

Emerging players

• Khan Academy (Personal Finance): Free, high-quality online financial literacy education including investing, retirement, and taxes. Competes with EIS's educational value proposition at zero price, particularly for younger and self-directed learners.

Others

• FINRA Investor Education Foundation: Non-profit investor education provider offering free 401K and retirement planning resources. Indirect competitor that suppresses paid demand for EIS-style investor education through free institutional content.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/educational-investor-services

Revenue estimate

Valuation estimate

Number of profiles

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 educational investor services