Company profile: PlanSource
1.1 - Company Overview
Company description
- Provider of web-based human resources and benefits administration solutions for small and medium-sized businesses, offering a platform to manage enrollment and administration, automate benefits transactions, and connect with insurance carriers. Offerings include PlanSource Boost for shopping, billing reconciliation and carrier integrations, DependentIQ and DecisionIQ AI tools, custom employee communications, and The Source mobile app.
Products and services
- Benefits Administration Technology: A web-based platform that automates benefits transactions, architects enrollment and administration workflows, and connects with insurance carriers to manage all aspects of employee benefits
- DependentIQ: An AI-driven component that automatically verifies dependent eligibility, reducing manual HR work by automating verification workflows
- PlanSource Boost: A carrier-integrated program that optimizes benefits shopping, engineers automated billing reconciliation, and streamlines carrier integrations to reduce administrative burdens and improve accuracy
Key contacts
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Financial details
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1.2 - Competitors and similar companies to PlanSource
Amaze Health
HQ: United States
Website
- Description: Provider of a comprehensive digital health platform integrating mobile and web access to healthcare tools, information, and resources. Services include virtual urgent care, chronic disease management, virtual mental health and dental support, a health education center, and patient advocacy to help navigate the healthcare system, including insurance and billing.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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LifeBalance
HQ: United States
Website
- Description: Provider of products and services that allow large organizations to help employees and members find balance.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Vera Whole Health
HQ: United States
Website
- Description: Provider of advanced primary care, including preventive, chronic disease, acute and virtual care, with on-site labs. Delivers health coaching, care coordination, informatics, and referral management, designing programs to promote social, psychological, and physical well-being via strong patient-provider relationships.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Included Health
HQ: United States
Website
- Description: Provider of virtual care, navigation, and communities-based healthcare services, combining people and technology to guide and deliver care differently. Offers care guidance, advocacy, and access to personalized virtual and in-person care.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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- Acquisitions: ●●
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Aino Health
HQ: Sweden
Website
- Description: Provider of corporate health management via a SaaS Work Ability Management platform to reduce sickness absence and improve productivity using data-driven insights and automation; includes service provider integration, age-inclusive wellbeing discussions, development discussion templates, sick leave management with payroll integration, and GDPR compliance.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Aino Health company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for PlanSource
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to PlanSource
2.2 - Growth funds investing in similar companies to PlanSource
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4 - Top valuation comps for PlanSource
4.2 - Public trading comparable groups for PlanSource
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