PlanFees Overview

  • Year Founded
  • 2020

Year Founded

  • Status
  • Out of Business

  • Employees
  • 3

Employees

  • Latest Deal Type
  • Out of Business

PlanFees General Information

Description

Developer of a technology platform designed to allow financial professionals to create retirement plan fee benchmarking reports. The company's platform offers a fee benchmarking experience for advisors, institutions, and clients through technology, such as proprietary optical character recognition of fee disclosure documents, enabling advisors to help their clients with their fiduciary responsibilities while creating successful outcomes for their participants.

Contact Information

Website
www.planfees.com
Ownership Status
Out of Business
Financing Status
Formerly VC-backed
Corporate Office
  • 120 Vantis
  • Suite 400
  • Aliso Viejo, CA 92656
  • United States
Primary Industry
Other Financial Services
Other Industries
Financial Software
Vertical(s)
SaaS, FinTech
Corporate Office
  • 120 Vantis
  • Suite 400
  • Aliso Viejo, CA 92656
  • United States

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PlanFees Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
4. Out of Business 24-Aug-2023 Completed Out of Business
3. Merger/Acquisition 01-Oct-2022 Completed Generating Revenue
2. Early Stage VC Completed Generating Revenue
1. Early Stage VC 01-Feb-2021 Completed Generating Revenue
To view PlanFees’s complete valuation and funding history, request access »

PlanFees Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

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PlanFees FAQs

  • When was PlanFees founded?

    PlanFees was founded in 2020.

  • Where is PlanFees headquartered?

    PlanFees is headquartered in Aliso Viejo, CA.

  • What is the size of PlanFees?

    PlanFees has 3 total employees.

  • What industry is PlanFees in?

    PlanFees’s primary industry is Other Financial Services.

  • Is PlanFees a private or public company?

    PlanFees is a Private company.

  • What is PlanFees’s current revenue?

    The current revenue for PlanFees is .

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