Plan Confidence
Valuation
$485.5K
2021 Revenue
$161.8K
Funding
$0
Team
3
Founded
2016
Plan Confidence Revenue & Valuation (2021)
According to Charles Schwab, 71% of participants "would like personalized investment advice for their 401k"!
We have created a cutting edge solution to allow the 97 Million Americans investing in their defined contribution plans (401k, 403b, 457, TSP, etc) the ability to receive advice from their financial adviser.
*Charles Schwab - 2018 401k Participant Survey - August 2018 - Page 9.
Last updated
Plan Confidence Revenue
In 2021, Plan Confidence's revenue reached $161.8K. Since its launch in 2016, Plan Confidence has shown consistent revenue growth.
| Year | Milestone | Source |
|---|---|---|
| 2021 | Plan Confidence Hit $161.8k revenue in April 2021 | |
| 2016 | Launched with $0 revenue |
Plan Confidence Valuation, Funding Rounds
Plan Confidence's most recent disclosed valuation is $485.5K.
| Year | Round | Amount | Valuation | % Sold | Source |
|---|
Founder / CEO
Q&A
| Question | Answer |
|---|---|
| What's your age? | - |
| Favorite online tool? | - |
| Favorite book? | - |
| Favorite CEO? | - |
| Advice for 20 year old self | - |
Customers
We do not have customer count information for Plan Confidence yet.
Plan Confidence Employees & Team Size
Plan Confidence employs approximately 3 people as of 2026.
| Year | Milestone | Source |
|---|---|---|
| 2021 | Reached 3 employees (April 2021) |
Frequently Asked Questions about Plan Confidence
What is Plan Confidence's revenue?
Plan Confidence generates $161.8K in revenue.
Who founded Plan Confidence?
Plan Confidence was founded by Kevin Clark.
Who is the CEO of Plan Confidence?
The CEO of Plan Confidence is Kevin Clark.
How much funding does Plan Confidence have?
Plan Confidence raised $0.
How many employees does Plan Confidence have?
Plan Confidence has 3 employees.
Where is Plan Confidence headquarters?
Plan Confidence is headquartered in United States.
Data and Sources
All figures on this page are taken directly from interviews or are estimates from public sources and proprietary models. Not financial advice. Read full disclaimer.
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