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Gathering insights about ExpertPlan

ExpertPlan Tech Stack

ExpertPlan's Email Address Formats

ExpertPlan uses at least 1 format(s):
ExpertPlan Email FormatsExamplePercentage
FLast@expertplan.comJDoe@expertplan.com
47%
First.Last@expertplan.comJohn.Doe@expertplan.com
3%
FLast@expertplan.comJDoe@expertplan.com
47%
First.Last@expertplan.comJohn.Doe@expertplan.com
3%

Frequently Asked Questions

What is ExpertPlan's phone number?

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You can contact ExpertPlan's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is ExpertPlan's official website and social media links?

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ExpertPlan's official website is expertplan.com and has social profiles on LinkedIn.

What is ExpertPlan's NAICS code?

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ExpertPlan's NAICS code is 52 - Finance and Insurance.

How many employees does ExpertPlan have currently?

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As of December 2025, ExpertPlan has approximately 25 employees across 2 continents, including North AmericaEurope. Key team members include Account Manager: D. O.Erisa Services Specialist: F. P.Accounts Rec And Credit And Collections: M. F.. Explore ExpertPlan's employee directory with LeadIQ.

What industry does ExpertPlan belong to?

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ExpertPlan operates in the Financial Services industry.

What is ExpertPlan's email format?

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ExpertPlan's email format typically follows the pattern of FLast@expertplan.com. Find more ExpertPlan email formats with LeadIQ.

ExpertPlan

Financial ServicesUnited States11-50 Employees

ExpertPlan, an Ascensus company, was founded as a technology innovator in the administration of retirement plans. Today we are a leader in the defined contribution market and a trusted partner for thousands of companies with more than 16,000 plans representing over $5 billion in retirement assets. At the center of our approach are three core concepts: Partnership - We bring our retirement plan solutions to employers in partnership with organizations they are aligned with. Flexibility - There is no plan size, no plan type, nor any service model we cannot support. Personalization - Our technology creates a personalized experience for each person involved in the retirement plan--financial advisor, plan administrator, employer, and employees. For career opportunities at ExpertPlan, visit Careers at www.ascensus.com.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    ExpertPlan's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    ExpertPlan's revenue is estimated to be in the range of $25M$50M

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