Plansource Financial Services Revenue, Growth & Competitor Profile

DBA PlanSource Holdings, Inc.

Company Profile & Annual Report for Plansource Financial Services

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Plansource Financial Services Fast Facts

Revenue	Over $500 million    See Exact Annual Revenue
Employees	Over 1,000Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	101 South Garland Ave. Suite 203 Orlando, FL 32801

Note: Revenues for privately held companies are statistical evaluations.


Plansource Financial Services's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Plansource Financial Services's annual revenues are Over $500 million (see exact revenue data)
• What industry is the company in?
  • Plansource Financial Services is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Plansource Financial Services Annual Revenue and Growth Rate

Plansource Financial Services	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	Over $500 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Plansource Financial Services's revenues are gauged from an analysis of company filings.

Plansource Financial Services's Income Statement (based on Industry Averages)

Plansource Financial Services P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Plansource Financial Services is developing and marketing. Plansource Financial Services doesn't have any recent trademark applications, indicating Plansource Financial Services is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark

Date

PLANSOURCE Providing temporary use of on-line non-downloadable software for storing, managing, tracking and analyzing data in the field of employee benefits, namely, health insurance, dental insurance, life and disability insurance, Medicare, retirement, social security and tuition reimbursement; computer services, namely, designing, implementing, and maintaining computer software for the benefit of others

09/25/2007

See all trademarks and details in the Full Report.

Market Share of Plansource Financial Services's Largest Competitors

A competitive analysis shows these companies are in the same general field as Plansource Financial Services, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Plansource Financial Services. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
PLANSOURCE FINANCIAL SERVICES	Orlando, FL	100
CURRENCY EXCHANGE INTERNATIONAL	Orlando, FL	10
PECUNIA MANAGEMENT	Orlando, FL	3
JA2 INVESTMENTS	Orlando, FL	2
BCW FINANCIAL CONSULTANTS	Orlando, FL	2
RESOURCE CONSULTING GROUP	Orlando, FL	1

Future Competition: Plansource Financial Services's Fastest Growing Competitors

These companies are in the same general field as Plansource Financial Services and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)