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