Insights

Recent Leadership Expansion PlanSource has recently strengthened its leadership team by appointing new key executives, including a Chief Executive Officer, Chief Marketing Officer, Chief Growth Officer, Chief Financial Officer, and Chief Technology Officer. This indicates potential opportunities for solution pitching and partnership exploration with these new decision-makers.

Cutting-Edge Tech Stack PlanSource utilizes a modern tech stack that includes popular tools like Jenkins, Selenium, and Google. This technology-focused approach presents an opportunity for tech-oriented sales strategies, highlighting compatibility, integrations, and efficiencies to potential clients seeking innovative solutions.

Revenue Size and Financial Stability With reported revenues between $100M - 1B and $70M in funding, PlanSource exhibits financial robustness. This financial stability can be leveraged in sales pitches to emphasize reliability and longevity within the market, promoting trust and confidence among potential clients.

Competitive Landscape Analysis PlanSource operates in a competitive market alongside companies like Benefitfocus, TriNet, and Alight Solutions. Conducting a detailed analysis of competitor offerings, pricing models, and market positioning can help in tailoring sales strategies to highlight PlanSource's unique value propositions and differentiators.

Product Innovation and Releases PlanSource launched its Spring 2024 Product Release, showcasing a commitment to innovation and staying current with market trends. Sales teams can leverage these product updates as conversation starters to engage potential clients, emphasizing continuous improvement and meeting evolving industry needs.

PlanSource Tech Stack

PlanSource uses 8 technology products and services including cdnjs, Jenkins, Workato, and more. Explore PlanSource's tech stack below.

  • cdnjs
    Content Delivery Network
  • Jenkins
    Continuous Integration
  • Workato
    Data Integration
  • Selenium
    Frameworks And Libraries
  • ZoomInfo
    Lead Generation
  • Microsoft Windows Server
    Operating Systems
  • Google
    Search Engines
  • Contact Form 7
    Web Platform Extensions

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.

How much revenue does PlanSource generate?

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As of April 2025, PlanSource's annual revenue reached $750M.

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 April 2025, PlanSource has approximately 650 employees across 4 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer: M. M.Chief Executive Officer: H. K.CTO / Co-Founder: R. B.. 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 cdnjsJenkinsWorkatoSeleniumZoomInfoMicrosoft Windows ServerGoogleContact Form 7.

What is PlanSource's email format?

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PlanSource's email format typically follows the pattern of . Find more PlanSource email formats with LeadIQ.

How much funding has PlanSource raised to date?

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As of April 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.

  • $100M$1B

    PlanSource's revenue is in the range of $100M$1B

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.

  • $100M$1B

    PlanSource's revenue is in the range of $100M$1B

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