Registered entities
PLANSOURCE FINANCIAL SERVICES, INC.
Reg. No. 593707284United States
PlanSource Benefits Administration, Inc.
Reg. No. 118518United States
PLANSOURCE INDIA OPERATIONS PRIVATE LIMITED
CIN U72900KA2020FTC137822India
Social engagement
Social engagement: 31.7K social following, 10 posts in the last 12 months — below the industry typical range.
Investor mix
5 investors on record; lead investors include Great Hill Partners, Lemhi Ventures, Timucuan Asset Management; 3 have since exited.
| Investor type | Count | Share |
|---|---|---|
| Venture capital | 1 | 20% |
| Private equity | 4 | 80% |
Recent activity
4 Jun 2026
Product launch
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