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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
In 2021, Plan Confidence's revenue reached $161.8K. Since its launch in 2016, Plan Confidence has shown consistent revenue growth.
Plan Confidence reached a $485.5K valuation in 2025, set during its M&A Offer round.
| Year | Round | Amount | Valuation | % Sold | Source |
|---|---|---|---|---|---|
| 2025 | M&A Offer | - | $485.5K | - |
| Question | Answer |
|---|---|
| What's your age? | - |
| Favorite online tool? | - |
| Favorite book? | - |
| Favorite CEO? | - |
| Advice for 20 year old self | - |
We do not have customer count information for Plan Confidence yet.
Plan Confidence employs approximately 3 people as of 2026.
Plan Confidence generates $161.8K in revenue.
Plan Confidence was founded by Kevin Clark.
The CEO of Plan Confidence is Kevin Clark.
Plan Confidence raised $0.
Plan Confidence has 3 employees.
Plan Confidence is headquartered in United States.
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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Provider of web analytic technologies designed to offer template-based web-analytics service for...
Build advanced workflows with your Airtable data.
AI-enriched job leads for your agency.
Design, build and maintain simple websites for small business & real estate.
Valuation
$485.5K
2021 Revenue
$161.8K
Funding
$0
Team
3
Founded
2016
| Year | Milestone | Source |
|---|---|---|
| 2021 | Plan Confidence Hit $161.8k revenue in April 2021 | |
| 2016 | Launched with $0 revenue |
| Year | Milestone | Source |
|---|---|---|
| 2021 | Reached 3 employees (April 2021) |
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