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Planscope360 Logo
Planscope360 Growth Score
84
CB Rank
1385465
Heat Score
5
PlanScope360™ offers integrated savings and retirement plan solutions tailored for school districts.
Acquired by
Simplicity Group Logo
Simplicity Group
Founded
obfuscation
Private Durham, North Carolina, United States11-50 www.planscope360.com
Financial Services
Retirement
Overview

Planscope360
Growth Score
84
Heat Score
5

Growth Score84
-4 pts
in past quarter
Heat Score 5
-2 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 >
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About Planscope360

CB Rank
1385465
PlanScope360™ offers integrated savings and retirement plan solutions tailored for school districts.
Acquired by
Simplicity Group Logo
Simplicity Group
Founded
obfuscation
Private Durham, North Carolina, United States11-50 www.planscope360.com
Financial Services
Retirement

Details

Sub-Organization of 
Simplicity Group Logo
Simplicity Group
Operating Status Active
Company Type For Profit
About the Company
PlanScope360™ offers integrated savings and retirement plan solutions tailored for school districts.
Phone Number (877) 395-0456
Contact Email info@planscope360.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

PlanScope360™ Integrated Administration Platform
A platform that provides integrated administration and governance for public sector retirement plans like 403(b), 457(b), and 401(a) plans.
Brokerage360™
A platform within PlanScope360™ that modernizes plan operations and investment offerings while streamlining communication and data flow.

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Financials

M&A Details

Planscope360 was acquired by Simplicity Group on
obfuscation
.
Transaction Name 
Planscope360 acquired by Simplicity Group Logo
Planscope360 acquired by Simplicity Group
Acquired by 
Simplicity Group Logo
Simplicity Group
Announced Date 
obfuscation
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50
News

News and Press

News•Jul 23, 2025
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

31

IT Spend

$134.4KThis year, Planscope360 is projected to spend $134.4K on IT, according to Aberdeen.

Active Website Tech Count

3Planscope360 is actively using 3 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 50m, and  CrUX Top 50m.
Sub-Organizations
Frequently Asked Questions

Where is Planscope360's headquarters? Planscope360 is located in Durham, North Carolina, United States.Who are Planscope360's competitors? Alternatives and possible competitors to Planscope360 may include Vestwell, Precept Advisory Group, and  RBF Capital Management.
Who We Are
What We Do
Helpful Links
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