ExpertPlan - M&A Summary, Ownership, and Business Overview

Financial ServicesCompany

ExpertPlan M&A Summary

ExpertPlan has acquired 1 company of its own.

ExpertPlan has acquired in 1 US state. The Company’s most targeted sectors include business services (100%).

ExpertPlan Ownership

Who owns ExpertPlan?

ExpertPlan is owned by Ascensus. It was acquired on January 16, 2013.

Was ExpertPlan formerly PE-backed?

Yes. ExpertPlan was formerly owned by 4 private investors.

ExpertPlan Business Overview

Where is ExpertPlan headquartered?

ExpertPlan is headquartered in East Windsor, New Jersey.

What sector is ExpertPlan in?

ExpertPlan is a financial services company.

When was ExpertPlan founded?

ExpertPlan was founded in 1999.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

ExpertPlan

ExpertPlan, Inc.

50 Millstone Road, Building 400, Suite 300,
East Windsor, New Jersey 08520
United States,
(609) 918-2500
www.expertplan.com

ExpertPlan provides private-label retirement solutions to the financial services industry. The company's Web-based 401(k) platform enables ExpertPlan's clients in the financial services industry to service small companies in a more cost-effective and user-friendly manner and provide a broader array of product choices.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 1 - - - - - 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
Actuarial Enterprises, Inc. 2009-01-13 - Add-on Acquisition
Newtown, Pennsylvania
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
United States 1 - - -
  Pennsylvania 1 - - -
Total 1 - - -

Company Summary

SECTOR

Financial Services

Established

1999

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