PLANSOURCE

plansource-logo

PlanSource is a Web-based human resources and benefits administration company that provides benefits administration solutions for small and medium-sized businesses. It offers PlanSource, a benefits administration technology that automates various benefits transactions and connects with the insurance carriers and PlanSource Advantage, a carrier-sponsored benefits administration technology that is designed to reduce the costs of providing employee benefits for small businesses by streamlining the ... insurance procurement and administration functions. The company also provides PlanSource HR, a benefits content management system that is designed to equip benefits advisors with the content publishing technology to communicate human resources and benefits information to employees; and PayAdvantage HR, an integrated benefits administration, payroll, and content management system. In addition, its solutions simplify the buying, selling, and administering of employee benefits programs for small and medium-sized employers, as well as brings together brokers, insurance providers, employers, and employees by unifying data, managing benefit transactions, and educating employees through a self-service Website. The company was founded in 2002 is based in Orlando, Florida. As of January 2, 2008, PlanSource Holdings, Inc. is a subsidiary of CoAdvantage, Inc.

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PLANSOURCE

Social Links:

Industry:
Employee Benefits Finance Financial Services Human Resources Information Services Information Technology

Founded:
2008-01-01

Address:
Orlando, Florida, United States

Country:
United States

Website Url:
http://www.plansource.com

Total Employee:
501+

Status:
Active

Contact:
+1 877 549 8549

Email Addresses:
[email protected]

Total Funding:
94 M USD

Technology used in webpage:
IPhone / Mobile Compatible Viewport Meta Domain Not Resolving Euro Apple Mobile Web Clips Icon Google Tag Manager WordPress Content Delivery Network Global Site Tag Mobile Non Scaleable Content


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Current Advisors List

jessica-zeaske_image

Jessica Zeaske Board Member @ PlanSource
Board_member

Current Employees Featured

not_available_image

Ted White
Ted White Co-Founder @ PlanSource
Co-Founder

phil-carollo_image

Phil Carollo
Phil Carollo Executive Vice President, Sales @ PlanSource
Executive Vice President, Sales

mike-morini_image

Mike Morini
Mike Morini Chief Executive Officer @ PlanSource
Chief Executive Officer
2024-06-25

dave-osborne_image

Dave Osborne
Dave Osborne Chief Revenue Officer (CRO) @ PlanSource
Chief Revenue Officer (CRO)
2019-09-01

ewan-auguste_image

Ewan Auguste
Ewan Auguste Chief Marketing Officer @ PlanSource
Chief Marketing Officer

srinivasan-srini-venkatramani_image

Srinivasan (Srini) Venkatramani
Srinivasan (Srini) Venkatramani Chief Product & Technology Officer @ PlanSource
Chief Product & Technology Officer
2019-12-01

harsh-v-chugh_image

Harsh V. Chugh
Harsh V. Chugh Chief Financial Officer @ PlanSource
Chief Financial Officer
2020-05-01

craig-howell_image

Craig Howell
Craig Howell Western Region Sales @ PlanSource
Western Region Sales
2020-03-01

david-firestone_image

David Firestone
David Firestone Chief Revenue Officer @ PlanSource
Chief Revenue Officer
2022-01-01

dayne-williams_image

Dayne Williams
Dayne Williams Executive Chairman @ PlanSource
Executive Chairman
2021-08-01

Founder


scott-carver_image

Scott Carver

not_available_image

Ted White

Acquisitions List

Date Company Article Price
2017-01-25 Next Generation Enrollment Next Generation Enrollment acquired by PlanSource N/A
2015-03-18 ClearBenefits ClearBenefits acquired by PlanSource N/A
2015-03-18 BENU BENU acquired by PlanSource N/A
2008-12-03 Instant Benefits Network Instant Benefits Network acquired by PlanSource N/A

Investors List

great-hill-partners_image

Great Hill Partners

Great Hill Partners investment in Series C - PlanSource

orix-ventures_image

ORIX Ventures

ORIX Ventures investment in Debt Financing - PlanSource

timucuan-asset-management_image

Timucuan Asset Management

Timucuan Asset Management investment in Series B - PlanSource

lemhi-ventures_image

Lemhi Ventures

Lemhi Ventures investment in Series B - PlanSource

lemhi-ventures_image

Lemhi Ventures

Lemhi Ventures investment in Venture Round - PlanSource

Newest Events participated

suiteworld-2018_event_image Participated in SuiteWorld 2018 on 2018-04-23 as exhibitor

Official Site Inspections

http://www.plansource.com Semrush global rank: 128.7 K Semrush visits lastest month: 386.26 K

  • Host name: 104.17.46.19
  • IP address: 104.17.46.19
  • Location: United States
  • Latitude: 37.751
  • Longitude: -97.822
  • Timezone: America/Chicago

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