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ExpertPlan logo — Delivering simple and affordable retirement solutions to sma...

ExpertPlan

Delivering simple and affordable retirement solutions to small employers through advanced technology and exceptional client service

Founded 1999 Series C Total: $18.33M Finance, Financial Services +1

General Information

Company Name ExpertPlan
Founded Year 1999
Industries Finance, Financial Services, Information Technology
Funding Stage Series C
Social

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About ExpertPlan

ExpertPlan is a company that aims to provide simple and affordable retirement solutions for small employers by leveraging advanced technology and exceptional client service. Established in 1999, the firm has positioned itself as a leader in the defined contribution market, serving numerous companies and organizations with billions of dollars in retirement assets. ExpertPlan's range of services includes cash balance retirement plans, defined benefit plans, and combination plans. In 2004, they received an $8.28M Series C investment from The Argentum Group, demonstrating external confidence in their business model. Now part of the Ascensus family of companies, ExpertPlan continues to be a trusted independent partner, offering comprehensive retirement plan solutions and services to its clients. Their focus on operational efficiencies and client service has contributed to their success in the Finance, Financial Services, and Information Technology industries.

Business keywords: Retirement solutions, Defined contribution, Small employers, Technology, Client service, Operational efficiencies, Consulting services, Cash balance retirement plans, Defined benefit plans, Combination plans, Ascensus, Financial services, Investment, Retirement assets

Funding Rounds & Investors (5)

View All
Funding Stage Amount Investors Lead Investors Date
Series C $8.28M 1
The Argentum Group
03 Sep 2004
Series B $4.35M 1
Liberty Venture Partners
01 Nov 2002
Venture Round $4.00M 5
BaseCamp Ventures Meridian Venture Partners SeaCap Ventures
BaseCamp Ventures, Meridian Venture Partners +3
16 Oct 2001
Series B $1.70M 2
Bridge Partners
Bridge Partners, Paddington Venture Capital
22 Feb 2001
Series A Undisclosed 1
Bridge Partners
Bridge Partners
14 Jun 2000

ExpertPlan Alternatives & Competitors

View All Alternatives
ExpertPlan vs
Integrated Fiduciary Advisory Services
Integrated Fiduciary Advisory Services United States

To create a positive and lasting impact on our clients by working solely in their best interest.

14 employees
Finance, Financial Services
ExpertPlan vs
Vestwell
Vestwell United States

For the future.

Series D
621 employees
Finance, Financial Services
ExpertPlan vs
BCG Pension Risk Consultants ǀ BCG Penbridge
BCG Pension Risk Consultants ǀ BCG Penbridge United States

A leading provider of cost management and de-risking consulting services for defined benefit pension...

20 employees
Financial Services, Information Technology
View all alternatives

FAQ About ExpertPlan

Delivering simple and affordable retirement solutions to small employers through advanced technology and exceptional client service
ExpertPlan was founded in 1999.
ExpertPlan operates in Finance, Financial Services and Information Technology. Its work centres on Retirement solutions, Defined contribution, Small employers and Technology.
ExpertPlan has completed 5 funding rounds, raising a total of $18.33M. The latest funding stage is Series C.
Top alternatives and competitors to ExpertPlan include Integrated Fiduciary Advisory Services, Vestwell, BCG Pension Risk Consultants ǀ BCG Penbridge, GuidedChoice, First Actuarial. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
ExpertPlan and Integrated Fiduciary Advisory Services are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for ExpertPlan, https://bouncewatch.com/company/expertplan, updated 27 December 2024. When citing, please name BounceWatch and link this page.

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