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Plan Confidence revenue is $161.8k

Plan Confidence team size is 3 employees


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Plan Confidence

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How Plan Confidence hit $161.8K Revenue

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.

Founded

2016

Founded

Revenue

$161.8K

2022 Revenue

YOY
-----

YOY

Funding
$0.0

Funding


Plan Confidence Revenue

In 2022, Plan Confidence revenue run rate hit $161.8K in revenue.

  • 2021

    Plan Confidence hit $161.8K in revenue in 2021

  • 2016

    Plan Confidence launched in 2016 with $0 revenue

$161.8K

Plan Confidence Funding History

Why are so many SaaS founders taking money from Founderpath.com instead of VC`s?

    FUNDING DATEROUNDAMOUNTVALUATION

    Team

    Plan Confidence has 3 total employees

    2021
    DISTRIBUTIONQTY
    Total team size
    3
    Engineer
    1(33%)
    Sales
    0(0%)
    Marketing
    1(33%)

    CEO/Founder

    Kevin T. Clark

    Q&A

    What`s your age?

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    Favorite online tool?

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    Favorite book?

    -

    Favorite CEO?

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    Advice for 20 year old self

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    Customers

    Plan Confidence has 0 customers.

    Lifetime Months

    -

    x

    Monthly ARPU

    -

    =

    Lifetime Dollar

    -

    Acquisition Cost

    -

    Average Annual Price

    -

    $0$0024681012
    $0$0024681012

    Churn

    Plan Confidence has an annual churn rate of 0.00%.

    -100-500%50100

    Gross Annual Dollar Churn

    -0.00%

    Annual Dollar Expansion

    0.00%

    Net Revenue Retention

    0.00%


    About Plan Confidence

    Monthly Revenue

    $13.5K

    -

    Total Expenses

    $0.0

    =

    Net Income

    $0.0

    EBIDTA Margin

    0.0%

    +

    YOY Growth

    0.0%

    =

    Rule of 40

    0


    Plan Confidence Board of Directors

    NamePosition

    Plan Confidence Executives

    NamePosition
    Kevin T. Clark CEO

    Plan Confidence Employees

    NamePosition
    Kevin T. Clark CEO

    Frequently Asked Questions about Plan Confidence

    When was Plan Confidence founded?

    Plan Confidence was founded in 2016.

    How much revenue does Plan Confidence generate?

    Plan Confidence generates $161.8K in revenue.

    Who is the CEO of Plan Confidence?

    The CEO of Plan Confidence is Kevin T. Clark.

    How much funding does Plan Confidence have?

    Plan Confidence was raised $0.

    How many employees does Plan Confidence have?

    Plan Confidence has raised 3 employees.

    Where is Plan Confidence headquarters?

    Plan Confidence headquater is at United States