Insights

Small to mid market Target mid-sized employers seeking comprehensive employee benefits, HR support, and retirement planning solutions, as Plancorp serves companies of all sizes with a focus on value-added services and technology to attract and retain talent.

Full service offerings Leverage Plancorp’s integrated approach covering employee benefits, HR issues, technology solutions, executive compensation, and business succession planning to upsell bundled services to existing clients and expand into adjacent needs.

Technology focus Highlight the use of state-of-the-art technology alongside HR support as a differentiator to appeal to clients seeking modern, scalable solutions; align sales pitches with tech-enabled efficiency and data insights.

Growth opportunities Position as a trusted advisory for businesses planning succession and compensation strategies, offering cross-sell opportunities into financial planning services for business owners and executives.

Competitive landscape Target clients comparing large incumbents (Charles Schwab, Fidelity, Vanguard, etc.) by emphasizing personalized service, smaller firm agility, and tailored benefits programs to win from larger competitors.

Similar companies to Plancorp, Inc.

Plancorp, Inc. Tech Stack

Plancorp, Inc. uses 5 technology products and services including Font Awesome, jQuery, Modernizr, and more. Explore Plancorp, Inc.'s tech stack below.

  • Font Awesome
    Font Scripts
  • jQuery
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • Google Analytics
    Web Analytics
  • AddThis
    Widgets

Plancorp, Inc.'s Email Address Formats

Plancorp, Inc. uses at least 1 email format:
Plancorp, Inc. Email FormatsExamplePercentage
FLast@plancorp.bizJDoe@plancorp.biz
100%

Frequently Asked Questions

What is Plancorp, Inc.'s official website and social media links?

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Plancorp, Inc.'s official website is plancorp.biz and has social profiles on LinkedIn.

How much revenue does Plancorp, Inc. generate?

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As of July 2026, Plancorp, Inc.'s annual revenue is estimated to be <$1M.

What is Plancorp, Inc.'s SIC code and NAICS code?

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Plancorp, Inc.'s SIC code is 6411 - Insurance Agents, Brokers, and Service and NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Plancorp, Inc. have currently?

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As of July 2026, Plancorp, Inc. has approximately 11 employees across 1 continents, including North America. Key team members include Investment Advisor Representative: M. P. Explore Plancorp, Inc.'s employee directory with LeadIQ.

What industry does Plancorp, Inc. belong to?

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Plancorp, Inc. operates in the Insurance industry.

What technology does Plancorp, Inc. use?

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Plancorp, Inc.'s tech stack includes Font Awesome, jQuery, Modernizr, Google Analytics and AddThis.

What is Plancorp, Inc.'s email format?

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Plancorp, Inc.'s email format typically follows the pattern of FLast@plancorp.biz. Find more Plancorp, Inc. email formats with LeadIQ.
Plancorp, Inc. logo

Plancorp, Inc.

InsuranceOhio, United States11-50 Employees

Plancorp, Inc. is a Ohio-based company operating in the insurance sector. For more than 25 years it has provided services related to employee benefits plans, retirement programs, HR matters, technology solutions, executive compensation plans, and business succession planning, aiming to help organizations manage people, engage employees, and address complex business needs. The firm serves companies of varying sizes, offering programs and value-added services designed to support HR operations and streamline access to technology that supports talent management and organizational planning. Located in Valley View, near Cleveland, Plancorp positions itself as a resource for translating workforce and governance challenges into structured programs that can attract, motivate, and retain employees, while supporting owners in planning for the company’s continuity. The company operates within the insurance industry and emphasizes professional guidance in areas that intersect benefits administration, retirement strategy, and executive compensation design. A recent development noted is the firm’s continued focus on delivering integrated solutions to its clients through its combination of services and technology, aligned with its stated objective of aiding business leaders in managing their organizations.

Section iconCompany Overview

SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
524 - Insurance Carriers and Related Activities
Employees
11-50

Section iconFunding & Financials

  • <$1M

    Plancorp, Inc.'s revenue is estimated to be in the range of <$1M

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