PLANSOURCE
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.
PLANSOURCE
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
Similar Organizations
eCommodities
Holding company focused on the sustainability, fintech and blockchain sectors.
Even.com
Even is the leading responsible on-demand pay platform helping companies reimagine the way they pay so people can live the lives they want.
Market Chameleon
Market Chameleon is a website for stock and traders that offers information and tools to conduct investment research.
Mastercard
Mastercard provides payment processing products and solutions, and related consulting services.
Maxwell Health
Maxwell Health is a technology platform and innovative marketplace solution that makes benefits and HR simple.
Plansight
Plansight is a technology company focusing on employee benefits.
SavvyMoney
SavvyMoney's mission is to empower people to take control of their financial future with actionable advice about their credit.
Termaxia
A big-data storage company currently in stealth mode.
Current Advisors List
Current Employees Featured
Founder
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
Great Hill Partners investment in Series C - PlanSource
ORIX Ventures
ORIX Ventures investment in Debt Financing - PlanSource
Timucuan Asset Management
Timucuan Asset Management investment in Series B - PlanSource
Lemhi Ventures
Lemhi Ventures investment in Series B - PlanSource
Lemhi Ventures
Lemhi Ventures investment in Venture Round - PlanSource
Newest Events participated
Key Employee Changes
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

More informations about "PlanSource"
PlanSource | Employee Benefits Administration Software
See how the PlanSource benefits management platform can help you save time, reduce benefit costs & maximize employee engagement w/ end-to-end benefits solutions. PRODUCT. 3 2. ...See details»
PlanSource Login
Invalid username and password close close. LoginSee details»
Company Overview - PlanSource
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. We believe the easier benefits are to …See details»
PlanSource - Crunchbase Company Profile & Funding
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, …See details»
PlanSource Benefits Solutions | Solutions by …
See how PlanSource benefit solutions enable and accelerate success for teams and use cases across the benefits lifecycle >> ... Try our new survey tool to find best fit solutions for your …See details»
Solutions for HR & Benefits Leaders - PlanSource
See how PlanSource helps HR Leaders, Benefits Managers & their teams maximize ben admin efficiency & benefits program success. Explore HR Benefits solutions > PRODUCT. 3 2. ... Try our new survey tool to find best fit solutions …See details»
PlanSource, The Software Whisperer - HR.com
About Organization. PlanSource 101 South Garland Ave., Orlando, Florida, 32801, United States of America ... 0 Reviews. PlanSource is a technology company driven to create a better …See details»
Custom Employee Communications for Benefits
See how custom employee communications services from PlanSource maximize engagement w/ custom benefit guides, OE videos, print materials & more. ... can create compelling Total Compensation Statements that help employees …See details»
my EP Cares - thesource.plansource.com
You need to enable JavaScript to run this app. my EP Cares. You need to enable JavaScript to run this app.See details»
Login - PlanSource
Login. Username RequiredSee details»
PlanSource Careers
Do your best work at PlanSource. Make an impact and have fun while doing it. We work together to build innovative benefits software and experiences that help people live happier, healthier …See details»
PlanSource Login
Your security is important. Your response will not be shared or collected for any other purpose.See details»
PlanSource
Sign-in format User ID (ex. [email protected]) © 2018 MicrosoftSee details»
PlanSource - Contacts, Employees, Board Members, Advisors
Organization. PlanSource . Connect to CRM . Save . Summary. Financials. People. Technology. Signals & News. Similar Companies ... Member and Advisor Profiles 1. Contacts 512. About. …See details»
UltiPro
UKG Pro users can log in to their personal portal on PlanSource to access PTO summary and manage their accounts.See details»
Login | PlanSource
We will maintain the confidentiality of your personal information in accordance with our privacy policy.See details»
8 Best SaaS HR Software for Better Workforce Management
4 days ago SaaS HR software is a digital solution that is designed to assist SaaS HR professionals with the daily human resources tasks and overall HR goals of an organization. It …See details»
PlanSource Online Enrollment Instructions
Updated in PlanSource automatically. Examples include your address, Phone Number, and even your last name. • Once completed click òNext: Review My Family ó on the bottom of the page …See details»
PlanSource Branding - Brand Guide
PlanSource is a benefits administration technology and services company that is on a mission to make it easier for people to choose, use and manage benefits through engaging, AI-powered …See details»
PlanSource - 2025 Company Profile, Funding & Competitors - Tracxn
Mar 10, 2025 PlanSource - Cloud-based HR and benefits administration platform for SMB. Acquired by CoAdvantage. Raised a total funding of $94M over 3 rounds from 5 investors. …See details»