ExpertPlan

Financial ServicesSeries CEast Windsor, USexpertplan.com

Latest round

Series C

Last raised

Sep 2010

Total raised

$17M

Investors

10

About ExpertPlan

ExpertPlan is technology innovator in the administration of retirement programs. With continued investment in operating efficiencies and client service.

Who invested in ExpertPlan

10 investors across 4 rounds

See all investors in ExpertPlan

Sign up free to see every VC on the cap table, the rounds they joined, and how much each round raised.

Funding rounds

  1. Series C

    Sep 23, 2010

    Amount

    Undisclosed

    Investors

    Locked

  2. Series C

    Sep 1, 2004

    Amount

    $8.3M

    Investors

    Locked

  3. Series B

    Jan 17, 2003

    Amount

    $4.3M

    Investors

    Locked

  4. Series C

    Oct 16, 2001

    Amount

    $4M

    Investors

    Locked

Questions about ExpertPlan

Who invested in ExpertPlan?

ExpertPlan has 10 investors on record across 4 venture rounds. Sign up free to see every VC on the cap table and the rounds they joined.

How much funding has ExpertPlan raised?

ExpertPlan has raised 4 venture rounds. Sign up free to see how much each round raised and the total.

When did ExpertPlan last raise money?

ExpertPlan's most recent round on record is a Series C, in Sep 2010.

What does ExpertPlan do?

ExpertPlan is technology innovator in the administration of retirement programs.

Where is ExpertPlan headquartered?

ExpertPlan is headquartered in East Windsor, US.

Which VCs invest in companies like ExpertPlan?

Among active investors with capital left to deploy, Radical Ventures, Ribbit Capital, TrueBridge Capital Partners and Tribe Capital back financial services companies at ExpertPlan's stage. Their profiles are linked below.

Raising like ExpertPlan? Find the right VCs.

Capital Atlas matches your startup to active investors by stage, sector and region.

Free to start. Upgrade when you're ready to reach out.