Plan Member Services Corporation
Carpinteria
About Plan Member Services Corporation
PlanMember is committed to helping individual investors access high quality retirement planning services and investment choices, so they can prepare to live the life they dream of in retirement. Headquartered in Carpinteria, California, just south of Santa Barbara, PlanMember is a full service retirement and investment firm with a single focus. Their well-known industry expertise and solid infrastructure have led to a new phase of growth and success. Thousands of members, hundreds of registered representatives, and a growing national network of employers are all part of the PlanMember family.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 51 – 100
- Estimated revenue: $10K – $50K
- Funding stage: Private Equity
- Last round: Private Equity (May 2006)
- Website: online.planmember.com
- Phone: 805-684-1199
Industries & Categories
Financial Services, FinTech, Insurance
Social Profiles
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