PlanPro

PlanPro

Software Development

Atlanta, Georgia 1,205 followers

Fuel Your Growth With High Quality Plan Data

About us

Serving financial professionals across the U.S., PlanPro creates innovative solutions that help advisors and financial providers to better grow and manage their retirement plan business. We have extensive experience creating software used by the largest global asset managers, investment consultants and investors, and are committed to developing world-class solutions for the 401k industry.

Industry
Software Development
Company size
2-10 employees
Headquarters
Atlanta, Georgia
Type
Partnership
Specialties
401k, defined contribution, RIA, Plan Advisor, Form 5500, 401k Sales, Fiduciary, investment menu, 401k fees, 401k prospecting, retirement plan prospecting, defined contribution, and advisor sales

Locations

Employees at PlanPro

Similar pages

Funding

PlanPro 1 total round

Last Round

Non equity assistance
See more info on crunchbase