PlanSource Overview

  • Founded
  • 2007
Founded
  • Status
  • Private
  • Employees
  • 575
Employees
  • 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

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

PlanSource Timeline

2018201920202021
Financing RoundCaptured Employee CountEstimated Employee Growth
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PlanSource Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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PlanSource Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Developer of a SaaS cloud-based benefits administration platform. The company's platform automates various benefit trans
Business/Productivity Software
Orlando, FL
575 As of 2020
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000000000000000000000 00000000
Bellaire, TX
000 As of 0000
000.00
000000&0 000.00

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000000000000000000000 00000000
North Haven, CT
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PlanSource Competitors (51)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Empyrean Benefit Solutions Formerly VC-backed Bellaire, TX 000 000.00 000000&0 000.00
00000000 000000000 Corporation North Haven, CT
00000000 (00000000 Corporation Little Rock, AR 000
0000000 000000 Formerly VC-backed Chicago, IL 000 000.00 000000&0 000.00
000000 Formerly PE-Backed Herndon, VA 0000 000.00 000000&0 000.00
You’re viewing 5 of 51 competitors. Get the full list »

PlanSource Executive Team (36)

Name Title Board Seat Contact Info
Dayne Williams Chief Executive Officer
Harsh Chugh Chief Financial Officer
Alan Primeaux Chief Operating Officer
Srinivasan Venkatramani Chief Product and Technology Officer
Dave Osborne Chief Revenue Officer
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PlanSource Board Members (8)

Name Representing Role Since
00000000000 00000 Great Hill Partners Board Member 000 0000
0000000 000000 00. PlanSource Board Member 000 0000
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PlanSource Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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PlanSource Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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PlanSource Acquisitions (3)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000 0000000000 00 20-Jan-2017 000000000000000000 Office Services (B2B) 00000 00000000
0000000000000 18-Mar-2015 000000000000000000 Social/Platform Software 00000 00000000
Instant Benefit Network 03-Dec-2008 Merger/Acquisition Application Software 00000 000000
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PlanSource Subsidiaries (2)

Company Name Industry Location Founded
Next Generation Enrollment Office Services (B2B) Ada, MI 2004
0000000 0000000 00 Application Software Spokane Valley, WA 0000
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