PlanSource Overview

  • Founded

  • 2007

Founded
  • Status

  • Private

  • Employees

  • 730

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

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

2020202120222023
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
730 As of 2022
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00000000000000000000
San Francisco, CA
0000 As of 0000
00000
00.00 0000-00-00
00000000000 00000

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00000000000000000000
Bethesda, MD
000 As of 0000
0000
0000000 0000 0000
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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
You’re viewing 5 of 54 competitors. Get the full list »

PlanSource Executive Team (42)

Name Title Board Seat Contact Info
Tom Signorello Chief Executive Officer
Phil Carollo President, Sales
Joy Whinery Chief Financial Officer
Alan Primeaux Chief Operating Officer
Bradley Taylor Chief Strategy Officer
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PlanSource Board Members (10)

Name Representing Role Since
00000 00000000 PlanSource Executive Chairman 000 0000
000 000000 Self Board Member 000 0000
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PlanSource Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-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 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
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PlanSource Subsidiaries (1)

Company Name Industry Location Founded
0000000 0000000 00 Application Software Spokane Valley, WA 0000
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