Funded Tech Companies
PlanSource
PlanSource, based in Orlando, was acquired by Vista Equity Partners.
Company Overview
Company Name
PlanSource
Company Status
Acquired or Merged
Industry
Funding Rounds
Total Funding
Contact Information
Mailing Address
101 South Garland Ave. 203
Orlando, FL 32801
USA
Orlando, FL 32801
USA
Phone
Website
Email Address
Not Recorded
Company Background Information
Overview
PlanSource helps employees discover and review benefit options with ease, as well as offer tools to help make complex benefit concepts and terminology simple. For Brokers, with the information and tools PlanSource provides, navigating the evolving landscape of healthcare becomes second nature.
Profile
Social Media
Company News
Facebook
YouTube
Last Transaction
3/26/2019
Financing History
Date
Type
Amount
Management Team
Title
Name
Email & Social
Chief Executive Officer
Dayne Williams
Chief Financial Officer
Michael Cooper
Chief Operating Officer
Nancy Sansom
Chief Technical Officer
Ryan Baldwin
President
Anita Messal
VP - Bus. Development
Bradley Taylor
VP - Sales
Phillip Carollo
VP - Sales
Adam Hameed
Company Investors
- Great Hill Partners
- Lemhi Ventures (Randy Schmidt)
- Timucuan Asset Management
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