Plan Confidence
United States
How Plan Confidence hit $161.8K revenue with a 3 person team in 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.
2016
Founded
$161.8K
2021 Revenue
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YOY
$100K
Funding
Plan Confidence Revenue
In 2021, Plan Confidence revenue run rate hit $161.8K in revenue.
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2021
Plan Confidence hit $161.8K in revenue in 2021
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2016
Plan Confidence launched in 2016 with $0 revenue
Plan Confidence Funding History
No funding has been reported for Plan Confidence yet.
Team
Plan Confidence has 3 total employees. an engineering team of 1 and a marketing team of 1.
| DISTRIBUTION | QTY |
|---|---|
| Total team size | 3 |
| Engineer | 1 (33%) |
| Marketing | 1 (33%) |
Founder / CEO
Kevin Clark
Q&A
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What's your age?
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Favorite online tool?
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Favorite book?
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Favorite CEO?
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Advice for 20 year old self
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Customers
Churn
Plan Confidence Executives
| Name | Position | Working Email | Personal Email |
|---|---|---|---|
| Kevin Clark | CEO | [email protected] | - |
Plan Confidence Employees
| Name | Position | Working Email | Personal Email |
|---|---|---|---|
| Kevin Clark | CEO | [email protected] | - |
Frequently Asked Questions about Plan Confidence
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When was Plan Confidence founded?
Plan Confidence was founded in 2016.
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How much revenue does Plan Confidence generate?
Plan Confidence generates $161.8K in revenue.
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Who is the CEO of Plan Confidence
The CEO of Plan Confidence is Kevin Clark.
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How much funding does Plan Confidence have?
Plan Confidence raised $100K.
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How many employees does Plan Confidence have?
Plan Confidence has 3 employees.
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Where is Plan Confidence headquarters?
Plan Confidence is headquartered at United States
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