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PlanSource

ActiveOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 LowHeat score — how much recent activity & attention the company has (web traffic, news, hiring).📈 Low growthGrowth score — momentum trend across web traffic, headcount and other growth signals.
Orlando, Florida, United States Founded 2008 501-1000 employees For Profit

PlanSource is a technology company that automates employee benefits programs.

PlanSource was acquired by Vista Equity Partners in 2019.
Total Funding
Available in Pro
Last Funding
Available in Pro
Acquisitions
4
Monthly Visits
Available in Pro
Contacts
629
Patents
0
2 trademarks

Company Details

Funding & Financials

Pro
Total funding
Funding rounds
Last funding
Last funding type
Last funding date
Funding status
Total equity funding
Revenue range

IPO & Stock

IPO status
Private
Valuation range
$100M to $500M

Web Traffic

Pro
Monthly visits
Global traffic rank
6-mo avg visits
Visit duration (s)
Pages / visit
Bounce rate
Rank change (mo)

Technology & IP

Active technologies
73
Mobile apps
8
Active products
27
Patents granted
0
Trademarks
2
IT spend
$42M

Company Info

Founded
2008
Employees
501-1000
Operating status
Active
Company type
For Profit
Org types
company
Founders
2
Sub-organizations
1
News articles
62
Events
1
HQ
Orlando, Florida, United States
Region
East Coast, Southern US
Exit date
Mar 25, 2019

Signals & Scores

Heat score
Low
Growth score
Low
Trend (7d)
-0.1
Trend (30d)
-0.5
Trend (90d)
1
Last leadership hire
Jan 7, 2025

Acquisitions by PlanSource

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Key People at PlanSource

Chief Executive Officer
General Counsel and CCO
VP Digital Transformation
Co-Founder
629
professional contacts at PlanSource
Contact execs at PlanSource

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PlanSource - Company Profile, Full Acquisitions List, Funding and Investments