PlanSource Overview
- Founded
-
2007

- Status
-
Private
- Employees
-
730

- Latest Deal Type
-
Debt
- Financing Rounds
-
9
- Investments
-
3
PlanSource General Information
Description
Developer of a SaaS cloud-based benefits administration platform. The company's platform automates various benefit transactions and connects with the insurance carriers for benefits administration and human capital management, enabling employers, brokers and insurance carriers to get affordable, intuitive and highly configurable benefits strategy.
Contact Information
Website
www.plansource.com
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Business/Productivity Software
Other Industries
Automation/Workflow Software
Primary Office
- 101 South Garland Avenue
- Orlando, FL 32801
- United States
+1 (877) 000-0000
PlanSource Timeline
PlanSource Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
PlanSource Comparisons
Description
Primary
Industry
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Financing
Details
Developer of a SaaS cloud-based benefits administration platform. The company's platform automates various benefit trans
Business/Productivity Software
Orlando, FL
730
As of 2022
000.00
000000000
000.00
PlanSource Competitors (54)
Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
---|---|---|---|---|---|---|
Rippling | Venture Capital-Backed | San Francisco, CA | 0000 | 00000 | 00000000000 | 00000 |
00000000 000000000 | Private Equity-Backed | Bethesda, MD | 000 | 0000 | 0000000 0000 | 0000 |
000000000000 | Formerly VC-backed | Charleston, SC | 0000 | 00000 | 000000&0 | 00000 |
0000000 000000 | Formerly VC-backed | Chicago, IL | 000 | 000.00 | 000000&0 | |
000000 | Private Equity-Backed | Chicago, IL | 000 | 0000 | 000000000000 |
PlanSource Executive Team (42)
PlanSource Board Members (10)
Name | Representing | Role | Since |
---|---|---|---|
00000 00000000 | PlanSource | Executive Chairman | 000 0000 |
000 000000 | Self | Board Member | 000 0000 |
PlanSource Signals
PlanSource Investors
Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
---|
PlanSource Acquisitions (3)
Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
---|---|---|---|---|---|
0000 00000000 | 20-Jan-2017 | 0000000000 | Office Services (B2B) | 00000 000 | |
0000000000000 | 18-Mar-2015 | 0000000000 | Social/Platform Software | 00000 000 | |
Instant Benefit Network | 03-Dec-2008 | Merger/Acquisition | Application Software | 00000 000 |
PlanSource Subsidiaries (1)
Company Name | Industry | Location | Founded |
---|---|---|---|
0000000 0000000 00 | Application Software | Spokane Valley, WA | 0000 |