PlanGen
Financial Software · Vermont, United States · 1-10 Employees
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Overview
Headquarters
768 S Main St, Bethel, Vermont, 05032, U...Phone Number
(802) 234-4049Website
www.plangen.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1
About PlanGen
PlanGen is a FinTech company specializing in advanced retirement benefit proposal illustration systems designed for national carriers, sales networks, and independent agencies. Since 2002, the company has focused on providing user-friendly, data-driven presentations that simplify retirement planning. Their web-based solutions allow for instantaneous proposals and real-time updates, ensuring compliance with IRS tax codes and best financial practices. PlanGen enhances how professionals and their advisors engage in life benefit and retirement planning through innovative tools and educational resources.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
PlanGen
<$5M
1-10
Private
<$5M
2002
N/A
<$5M
11-50
Private
-
2011
SV
Stephen VarkerFinancial Advisor & Managing Director, Life Insurance, Lifelong Financial Solutions
Company Profile Activity
Activity Insights
PlanGen is experiencing very low activity levels compared to other companies in the Software sector.
What does this means?
PlanGen is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about PlanGen.
PlanGen financials insights
Gather financial insights about PlanGen, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2021
Debt
$81K
PlanGen Tech Stack
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PlanGen is a FinTech company specializing in advanced retirement benefit proposal illustration systems designed for national carriers, sales networks, and independent agencies. Since 2002, the company has focused on providing user-friendly, data-driven presentations that simplify retirement planning. Their web-based solutions allow for instantaneou... Read More
