Education savings providers

Reach families in the
enrollment-intent window.

A child's birth is the strongest trigger for education savings enrollment. We deliver RESP-intent and 529-intent households when financial planning becomes urgent.

Market opportunity.

$50K+
Avg. lifetime contribution per account
85%
Open an RESP/529 within 12 months of birth
18yr
Avg. account lifespan — longest in financial services

Segmentation advantage.

RESP and 529 intent signals identified within each record — families researching education savings and government grants.

  • Expecting stage — RESP/529 awareness begins
  • Arrived stage — enrollment urgency peaks
  • Government grant intent signals (CESG/state deductions)
Revenue model
Avg. annual contribution$2,500–$5,000
Account lifespan18 years
Lifetime value$50,000+
Management fee revenue1–2% AUM annually

Acquire education savings enrollees.

Sample parent households with RESP or 529 intent signals.

Request RESP/529 segment
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