PLANSOURCE HOLDINGS, INC.

Profile

Company Names

PLANSOURCE HOLDINGS, INC.

Addresses

101 SOUTH GARLAND AVE, SUITE 203, ORLANDO, FL 32801

Phone Numbers

407-447-1853

 

Entity Type:

CORPORATION

Industry:

OTHER TECHNOLOGY

Year Incorporated:

2011

State Incorporated:

DELAWARE

Total Amount Raised:

$40,000,000.00

Number of Funding Rounds:

1
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
1
2015-08-12 
$40,000,000.00 
$70,000,000.00 
$30,000,000.00 
Equity 
People
First Name
Middle Name
Last Name
Titles
Related Companies
CHRISTOPHER 
M 
BUSBY 
DIRECTOR
PLANSOURCE HOLDINGS, INC.
SCOTT 
 
CARVER 
EXECUTIVE OFFICER
WDE PARTNERS, L.P.   |  WDE PARTNERS SPV A, L.P.   |  WDE PARTNERS SPV B, L.P.   |  EAST ROCK WDE PARTNERS, L.P.   |  PLANSOURCE HOLDINGS, INC.   |  GRIDIRON ENERGY, LLC   |  GRIDIRON ENERGY FEEDER I, L.P.   |  ONWATER, INC.
TONY 
 
MILLER 
DIRECTOR
ABILITY NETWORK INC.   |  SHAREABLE INK CORP   |  POKITDOK, INC.   |  PLANSOURCE HOLDINGS, INC.   |  FARMBANK HOLDING, INC.   |  EEP-EPS FUND I-A LP   |  EEP-EPS FUND I LP
RUSSELL 
 
NEWTON 
DIRECTOR
GLOBAL COMMODITY SYSTEMATIC LP   |  PLANSOURCE HOLDINGS, INC.   |  COINSHARES FUND II (FEEDER) LP
JOHN 
 
RILEY 
DIRECTOR
KEANE INTERNATIONAL, INC.   |  PLANSOURCE HOLDINGS, INC.   |  VINDARA, INC.
RANDALL 
 
SCHMIDT 
DIRECTOR
TRIHEALIX INC   |  TRANSENGEN INC   |  PLANSOURCE HOLDINGS, INC.
SHANE 
 
STREUFERT 
EXECUTIVE OFFICER
PLANSOURCE HOLDINGS, INC.
MATTHEW 
T 
VETTEL 
DIRECTOR
PLANSOURCE HOLDINGS, INC.
DAYNE 
 
WILLIAMS 
EXECUTIVE OFFICER, DIRECTOR
PLANSOURCE HOLDINGS, INC.
Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
2015-08-21
D
Link
OTHER TECHNOLOGY 
 
DECLINE TO DISCLOSE 
Equity 
2015-08-12 
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#
WILLIAM BLAIR + COMPANY L.L.C.
1252
WILLIAM BLAIR + COMPANY LLC
1252