PlanSource Overview
PlanSource General Information
Description
Provider 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.
PlanSource Timeline
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PlanSource Valuation & Funding
| Deal Type |
Date |
Amount |
Valuation/
EBITDA |
Post-Val |
Status |
Debt |
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PlanSource Competitors (49)
| 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 |
|
|
|
|
| 0000000000 |
Venture Capital-Backed |
Salt Lake City, UT |
|
00.000 |
000000000 |
00.000 |
| 000000 |
Formerly PE-Backed |
Herndon, VA |
0000 |
000.00 |
000000&0 |
000.00 |
| 0000000 000000 |
Formerly VC-backed |
Chicago, IL |
000 |
000.00 |
000000&0 |
000.00 |
PlanSource Executive Team (36)
| Name |
Title |
Board Seat |
Contact Info |
| Dayne Williams |
Chief Executive Officer |
|
|
| Harsh Chugh |
Chief Financial Officer |
|
|
| Michael Cooper |
Chief Financial Officer |
|
|
| Alan Primeaux |
Chief Operating Officer |
|
|
| Srinivasan Venkatramani |
Chief Product and Technology Officer |
|
|
13 Former Executives
PlanSource Investors
| Investor Name |
Investor Type |
Holding |
Investor Since |
Participating Rounds |
Contact Info |
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Request a free trial
PlanSource
Acquisitions (3)
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| 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 |
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 |