Crossplans
Business Services · California, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
23041 Avenida De La Carlota Ste 300, Lag...Phone Number
(714) 975-9352Website
www.crossplans.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1
About Crossplans
CrossPlans specializes in retirement plan administration, ERISA consulting, and actuarial services, focusing on designing and managing sophisticated Qualified Retirement Plans. They aim to assist business owners and plan sponsors in achieving wealth accumulation and tax deductions while ensuring compliance and effective communication. With a consultative and relationship-driven approach, CrossPlans adapts its strategies to meet evolving business needs. As a family-owned firm, they prioritize high-quality service and lasting partnerships with clients.Explore more
Crossplans Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Crossplans your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Check if Crossplans has recently received funding, and reach out quickly before it becomes old news!
Check out if Crossplans is spiking on competitors!
Crossplans, which may be a good buyer, showed buying intent in Masked Content Topic
Product Launch: Get notified when Crossplans launches new products
Click to see if Crossplans had a recent Job posting/layoffs
Congratulate Masked Content for being promoted to Masked Content at Crossplans
Earning: See what the market has to say on Crossplans recently announced quarterly report
Website visits: Recent activity has been detected on your website
Funding: Get notified immidiatlly once Crossplans has new funding data
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find more new buyers
Compare Similar Companies to Crossplans
Compare insights from companies similar to Crossplans, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Crossplans is experiencing very low activity levels compared to other companies in the Business Services sector.
What does this means?
Crossplans is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Crossplans.
Crossplans financials insights
Gather financial insights about Crossplans, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Crossplans Tech Stack
A closer look at the technologies used by Crossplans
Top Business Services Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Crossplans
Sign Up For FreeTo access detailed company insights
CrossPlans specializes in retirement plan administration, ERISA consulting, and actuarial services, focusing on designing and managing sophisticated Qualified Retirement Plans. They aim to assist business owners and plan sponsors in achieving wealth accumulation and tax deductions while ensuring compliance and effective communication. With a consul... Read More
