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PlanSource Overview

Internet Software And ServicesCompany

Is PlanSource PE-backed?

Yes. PlanSource is owned by private equity investor Vista Equity Partners.

Was PlanSource formerly PE-backed?

Yes. PlanSource was formerly owned by 1 private investor.

Where is PlanSource headquartered?

PlanSource is headquartered in Orlando, Florida.

What sector is PlanSource in?

PlanSource is an internet software and services company.

When was PlanSource founded?

PlanSource was founded in 2008.

PlanSource

PlanSource Benefits Administration, Inc.

101 South Garland Avenue, Suite 203,
Orlando, Florida 32801
United States,
(877) 735-0468
www.plansource.com

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. More than 5 million consumers receive their benefits through the PlanSource platform, which provides the best experience possible for benefits communications, shopping, enrollment, billing, compliance and ongoing administration. PlanSource was founded in 2008 and is based in Orlando, Florida.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.0/yr) # 2 - - - - - 2
Sell (0.0/yr) # - - - - - - 0
  2

Company Summary

SECTOR

Internet Software and Services

Established

2008


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