Insights

Rapid Market Growth PlanSource operates in the expanding cloud-based employee benefits software industry with revenues estimated between 250 and 500 million dollars, indicating significant market presence and growth potential for new client acquisition.

Innovative Partnerships The company's recent partnership with SAVVI Financial demonstrates a strategic focus on enhancing a human-centered benefits experience, providing opportunities to collaborate with clients seeking innovative, customer-centric solutions.

Strong Leadership Recent hires of key executives, including a Chief Technology Officer and Chief Growth Officer, highlight a focus on technological advancement and growth, signaling openness to engaging with forward-thinking organizations interested in cutting-edge benefits platforms.

Industry Positioning With a substantial customer base of over five million consumers and a solid funding of 70 million dollars, PlanSource is well-positioned to address the needs of mid to large-sized enterprises requiring scalable benefits management solutions.

Technology Integration Utilization of advanced tools and cloud platforms such as Salesforce Force.com and MuleSoft suggests the company's readiness for integration projects, making it a compelling partner for organizations seeking seamless benefits technology implementations.

PlanSource Tech Stack

PlanSource uses 8 technology products and services including Cloudflare, Force.com (Salesforce), SQL, and more. Explore PlanSource's tech stack below.

  • Cloudflare
    Content Management System
  • Force.com (Salesforce)
    Customer Relationship Management
  • SQL
    Database
  • Certinia
    Enterprise Resource Planning
  • ZoomInfo
    Lead Generation
  • MuleSoft
    Platform As A Service
  • Dynatrace
    System Analytics & Monitoring
  • Magnific Popup
    Web Tools And Plugins

PlanSource's Email Address Formats

PlanSource uses at least 1 format(s):
PlanSource Email FormatsExamplePercentage
First.Last@plansource.comJohn.Doe@plansource.com
77%
FLast@plansource.comJDoe@plansource.com
21%
FMiddleLast@plansource.comJMichaelDoe@plansource.com
1%
First.Middle@plansource.comJohn.Michael@plansource.com
1%

Frequently Asked Questions

Where is PlanSource's headquarters located?

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PlanSource's main headquarters is located at 122 W Pine St Suite 203 Orlando, Florida 32801 US. The company has employees across 4 continents, including North AmericaAsiaEurope.

What is PlanSource's phone number?

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You can contact PlanSource'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 PlanSource's official website and social media links?

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PlanSource's official website is plansource.com and has social profiles on LinkedIn.

What is PlanSource's SIC code NAICS code?

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PlanSource's SIC code is 7371 - Computer Programming Services NAICS code is 5112 - Software Publishers.

How many employees does PlanSource have currently?

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As of October 2025, PlanSource has approximately 595 employees across 4 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer: H. K.CTO / Co-Founder: R. B.Chief Growth Officer: G. M.. Explore PlanSource's employee directory with LeadIQ.

What industry does PlanSource belong to?

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PlanSource operates in the Software Development industry.

What technology does PlanSource use?

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PlanSource's tech stack includes CloudflareForce.com (Salesforce)SQLCertiniaZoomInfoMuleSoftDynatraceMagnific Popup.

What is PlanSource's email format?

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PlanSource's email format typically follows the pattern of First.Last@plansource.com. Find more PlanSource email formats with LeadIQ.

How much funding has PlanSource raised to date?

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As of October 2025, PlanSource has raised $70M in funding. The last funding round occurred on Aug 21, 2015 for $70M.

When was PlanSource founded?

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PlanSource was founded in 2008.
PlanSource

PlanSource

Software DevelopmentFlorida, United States501-1000 Employees

PlanSource is a technology company that automates and simplifies every aspect of employee benefit programs, so employees and HR teams can make smarter, more confident benefits decisions. More than 5 million consumers receive their benefits through the PlanSource platform, which provides the best experience possible for benefits communications, shopping, enrollment, billing, compliance and ongoing administration. With an end-to-end benefits platform and suite of technology-enabled services, PlanSource helps people maximize the benefits of their benefits, so they can live happier, healthier lives.

Section iconCompany Overview

Headquarters
122 W Pine St Suite 203 Orlando, Florida 32801 US
Phone number
SIC Code
7371 - Computer Programming Services
NAICS Code
5112 - Software Publishers
Founded
2008
Employees
501-1000

Section iconFunding & Financials

  • $70M

    PlanSource has raised a total of $70M of funding over 4 rounds. Their latest funding round was raised on Aug 21, 2015 in the amount of $70M.

  • $250M$500M

    PlanSource's revenue is estimated to be in the range of $250M$500M

Section iconFunding & Financials

  • $70M

    PlanSource has raised a total of $70M of funding over 4 rounds. Their latest funding round was raised on Aug 21, 2015 in the amount of $70M.

  • $250M$500M

    PlanSource's revenue is estimated to be in the range of $250M$500M

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