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ExpertPlan is a provider of micro and small plan recordkeeping and administrative services for approximately 16,000 plans with a particular focus on providing web-enabled technology services.
Total funding
~$18M
HQ 🇺🇸
East Windsor, United States
Year founded
1999
Status
Acquired
People
Julian N Onorato
Chief Executive Officer
Michael J Rizzo
Chief Technology Officer
Sid Garai
Chief Administrative Officer
Ross K Brown
Executive Vice President
Tim O'Brien
Chief Executive Officer
James C Scott
Chief Financial Officer
Stephen J Wysocki
Chief Operating Officer
John Halko
Chief Administrative Officer
Robert L Unger
Executive Vice President
Steven Benson
Senior Vice President
Joe P Cucchiaro
Senior Vice President
John Farmakis Jr.
Senior Vice President
Tony Panarese
Senior Vice President
Donny S Sheinwald
Senior Vice President
Investors
Ascensus
Activate Venture Partners
MVP Capital Partners
First Analysis
NextLevel Venture Partners
Liberty Venture Partners
Argentum Group
Gamma Investors
Seacap Ventures
Paddington Venture Capital Fund
BaseCamp Ventures
Bridge Partners
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