PlanSource Overview
- Year Founded
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2007
- Status
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Private
- Employees
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800
- Latest Deal Type
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Debt
- Financing Rounds
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9
- Investments
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3
PlanSource General Information
Description
Developer of a SaaS cloud-based benefits administration platform designed to provide employee engagement, communications management and decision support to its customers. 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.comCorporate Office
- 122 West Pine Street
- Suite 203
- Orlando, FL 32801
- United States
Corporate Office
- 122 West Pine Street
- Suite 203
- Orlando, FL 32801
- United States
PlanSource Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
PlanSource Comparisons
Industry
Financing
Details
PlanSource Competitors (50)
One of PlanSource’s 50 competitors is Tailorwell, a Corporate Backed or Acquired company based in Seattle, WA.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Tailorwell | Corporate Backed or Acquired | Seattle, WA | ||||
| DataPath (Arkansas) | Corporation | Little Rock, AR | ||||
| Automatic Data Processing | Corporation | Roseland, NJ | ||||
| ebenefit Marketplace | Corporation | North Haven, CT | ||||
| Infor Global Solutions | Private Equity-Backed | Atlanta, GA |
PlanSource Related Research & Analysis
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PlanSource Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
PlanSource Acquisitions (3)
PlanSource’s most recent deal was a Merger/Acquisition with Next Generation Enrollment. The deal was made on 20-Jan-2017.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Next Generation Enrollment | 20-Jan-2017 | Merger/Acquisition | Office Services (B2B) | ||
| ClearBenefits | 18-Mar-2015 | Merger/Acquisition | Life and Health Insurance | ||
| Instant Benefit Network | 03-Dec-2008 | Merger/Acquisition | Other Financial Services |
PlanSource FAQs
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When was PlanSource founded?
PlanSource was founded in 2007.
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Where is PlanSource headquartered?
PlanSource is headquartered in Orlando, FL.
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What is the size of PlanSource?
PlanSource has 800 total employees.
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What industry is PlanSource in?
PlanSource’s primary industry is Business/Productivity Software.
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Is PlanSource a private or public company?
PlanSource is a Private company.
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What is PlanSource’s current revenue?
The current revenue for PlanSource is .
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How much funding has PlanSource raised over time?
PlanSource has raised $73M.
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Who are PlanSource’s investors?
Vista Equity Partners has invested in PlanSource.
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Who are PlanSource’s competitors?
Tailorwell, DataPath (Arkansas), Automatic Data Processing, ebenefit Marketplace, and Infor Global Solutions are some of the 50 competitors of PlanSource.
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