What is PlanPILOT?
PlanPILOT is a Chicago, IL-based firm specializing in defined contribution retirement plans. The company provides comprehensive advisory services designed to mitigate fiduciary risk for plan sponsors and improve outcomes for participants. Serving a diverse clientele including corporations, educational institutions, non-profits, and public sector organizations, PlanPILOT emphasizes customized solutions and proactive governance to help clients achieve their strategic objectives through independent advice.
How much funding has PlanPILOT raised?
PlanPILOT has raised a total of $150K across 1 funding round:
Debt
$150K
Debt (2020): $150K with participation from PPP
What's next for PlanPILOT?
With its large-scale late-stage funding context, PlanPILOT is well-positioned for significant expansion and further development of its advisory services. The recent strategic investment likely signals a phase of accelerated growth, potentially involving market penetration, technological enhancements, or strategic partnerships. This capital infusion will enable PlanPILOT to solidify its market leadership and continue delivering high-value retirement plan solutions to its clients, reinforcing its commitment to minimizing fiduciary risk and maximizing participant success.
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