Basic info
Industry
software development
Sectors
Fiduciary
Financial Services
Plan Advisor
defined contribution
Form 5500
RIA
401k Sales
401k
401k fees
401k prospecting
investment menu
FinTech
Software
retirement plan prospecting
advisor sales
Date founded
2018
Funding rounds raised
P
PlanPro raised undisclosed on January 1, 2020
Investors: FinTech Sandbox