Insights

Industry Dominance PlanSource is a prominent player in the software development industry, offering a comprehensive benefits administration platform. This market presence positions the company as a strong contender for businesses seeking innovative solutions to streamline employee benefit programs.

Strong Leadership Team The recent strategic appointments of key personnel like Chief Executive Officer, Chief Financial Officer, and Chief Technology Officer signify a robust leadership structure at PlanSource. Leveraging these seasoned executives during sales pitches can instill confidence in potential clients regarding the company's direction and expertise.

Innovative Product Launches With regular product releases like the recent Spring 2024 Product Release, PlanSource demonstrates a commitment to innovation and continuous improvement. Highlighting these advancements can intrigue prospects looking for cutting-edge solutions in benefits administration technology.

Competitive Financial Standing PlanSource boasts a significant revenue range of $100M - 1B, backed by a funding of $70M. This financial stability can be leveraged during sales discussions to assure potential clients of the company's longevity and ability to support their needs effectively.

Strategic Talent Acquisition The recruitment of top-tier professionals like the Chief Growth Officer and Chief Marketing Officer underlines PlanSource's focus on expanding and enhancing its market presence. Emphasizing the caliber of talent within the company can showcase its dedication to growth and customer success.

PlanSource Tech Stack

PlanSource uses 8 technology products and services including WordPress, OneStream, Postman, and more. Explore PlanSource's tech stack below.

  • WordPress
    Content Management System
  • OneStream
    Corporate Performance Management
  • Postman
    Data Management Platforms
  • Snowflake
    Data Management Platforms
  • UKG
    Human Resource Management System
  • Ada
    Live Chat
  • Office 365
    Office Suites
  • Erlang
    Programming Languages

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 January 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 January 2025, PlanSource has approximately 656 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 WordPressOneStreamPostmanSnowflakeUKGAdaOffice 365Erlang.

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 January 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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