What departments does Plansmith have?

Plansmith has employees across 3 departments including Marketing, Research, Engineering.

What is the largest department at Plansmith?

The largest department at Plansmith is Marketing with 3 employees.

Where are Plansmith employees located globally?

Plansmith has employees across 1 continents and 1 countries including United States Of America.

How has Plansmith's team size changed over time?

Plansmith's team has grown from approximately 31 to 33 employees based on available data.

Plansmith Employee Directory

Software DevelopmentIllinois, United States11-50 Employees

Plansmith is a Schaumburg, Illinois-based software development company that has supported financial institutions for fifty years. It provides a unified planning platform designed to simplify budgeting, risk management, and decision-making by integrating core system data to produce annual budgets, long-range forecasts, automated board reporting, and ALM analytics. The firm also offers advisory services to assist clients when expert guidance is needed.

Its client base consists of financial institutions, including banks and credit unions, seeking to streamline planning and asset-liability management. In 2021, Plansmith launched Budget Playbook, a development aligned with expanding its product offerings.

Plansmith Global Highlights

North America
54

United States Of America
54

Plansmith's Leadership

T. P.
Vice President, Marketing
Mobile Phone
Email
T. W.
Educational Services Manager
Mobile Phone
Email
D. S.
Social Media Manager And Marketing Specialist
Mobile Phone
Email
M. K.
Corporate Marketing Manager
Mobile Phone
Email
S. R.
Manager, Research Services And Knowledge Management
Mobile Phone
Email
P. T.
Software Developer
Mobile Phone
Email

Plansmith Employee Metrics

100%

50%

0%

2026

2025

Program & Project Management
Accounting
Business
Product Management
Administrative
Other
Consultant

Contact profiles from Plansmith

Name

Title

Contact

Location

Last Update

T. P.
Vice President, Marketing
Mobile Phone
Email
Jul 17, 2025
T. W.
Educational Services Manager
Mobile Phone
Email
Jun 26, 2026
D. S.
Social Media Manager And Marketing Specialist
Mobile Phone
Email
Oct 18, 2024
M. K.
Corporate Marketing Manager
Mobile Phone
Email
Oct 16, 2024
S. R.
Manager, Research Services And Knowledge Management
Mobile Phone
Email
Oct 18, 2024
P. T.
Software Developer
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Plansmith known for?

Plansmith was founded in 1972 operates in the Software Development industry; you can contact the main corporate office by phone at

+1-847-359-****

. Explore Plansmith's company overview page for more information.

What is Plansmith's most common email format?

Plansmith employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Plansmith email formats with LeadIQ.

How many employees does Plansmith have currently?

Plansmith has approximately 35 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Plansmith's key employees and leadership?

As of July 2026, Plansmith's key employees include:

Vice President, Marketing: T. P.
Educational Services Manager: T. W.
Social Media Manager And Marketing Specialist: D. S.
Corporate Marketing Manager: M. K.
Manager, Research Services And Knowledge Management: S. R.

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Plansmith Employee Directory

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