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PlanFees Logo
PlanFees CB Rank
1216645
Heat Score
63
PlanFees is a FinTech platform that helps financial professionals to create customizable retirement plan fee benchmarking report.
Founded
obfuscation
Private Aliso Viejo, California, United States11-50 planfees.com/
Financial Services
FinTech
Retirement
Overview

PlanFees
Heat Score
63

Growth Score
pts
in past quarter
Heat Score 63
-4 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About PlanFees

CB Rank
1216645
PlanFees is a FinTech platform that helps financial professionals to create customizable retirement plan fee benchmarking report.
Founded
obfuscation
Private Aliso Viejo, California, United States11-50 planfees.com/
Financial Services
FinTech
Retirement

Details

Legal Name PlanFees
Operating Status Active
Company Type For Profit
Phone Number (949) 305-3718
Contact Email info@planfees.com
Predictions & Insights

Products & Services

PlanFees Retirement Plan Fee Benchmarking Report
A platform tool that enables financial professionals to generate customizable reports benchmarking retirement plan fees.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 1
News
Technology
View Tech Report

IT Spend

$419.7KThis year, PlanFees is projected to spend $419.7K on IT, according to Aberdeen.

Active Website Tech Count

5PlanFees is actively using 5 technologies for its website, according to BuiltWith. These include SSL by Default, U.S. Server Location, and  YouTube.
Sub-Organizations
Frequently Asked Questions

Where is PlanFees's headquarters? PlanFees is located in Aliso Viejo, California, United States.Who are PlanFees's competitors? Alternatives and possible competitors to PlanFees may include Broadridge, Ascensus, and  Fiducient Advisors.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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