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ExpertPlan Overview

Financial ServicesCompany

Was ExpertPlan formerly PE-backed?

Yes. ExpertPlan was formerly owned by 4 private investors.

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.

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 ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.0/yr) # 1 - - - - - 1
Sell (0.0/yr) # - - - - - - 0
  1

Company Summary

SECTOR

Financial Services

Established

1999


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