PlanConfidence Corp

Fintech to confidently advise and trade "held-away" 401(k) accounts!

  • Stage Product In Market
  • Industry Fintech
  • Location Sarasota, FL, USA
  • Currency USD
  • Founded January 2016
  • Employees 3
  • Incorporation Type C-corp
  • Website planconfidence.com

Company Summary

We have created the first "all in one" platform for Registered Investment Advisers (RIAs) which allows them to compliantly scale their "held-away" 401(k) advice and trading.

The $11 trillion "held-away" asset class is heating up and ripe for software like ours.

Team

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