When was Plansight founded?

Plansight was founded in 2014 and raised its 1st funding round 3 years after it was founded.

Where is Plansight located?

Plansight is headquartered in Salt Lake City, United States.

How many employees does Plansight have?

As of Sep 30, 2026, the latest employee count at Plansight is 27.

Is Plansight a funded company?

Plansight is a funded company, having raised a total of $18.8M across 5 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on Mar 15, 2017.

When was the latest funding round of Plansight?

Plansight's latest funding was a $***** Series B round on Feb 26, 2024, with participation from 0 investor.

Where does Plansight rank among its competitors?

Plansight ranks 41st amongst 306 active competitors, of which 65 are funded. It stands 10th in terms of total funding among its competitors. The most recent competitor to raise funding was Nava Benefits, which secured $30M in Oct, 2025.

Who are the top competitors of Plansight?

Plansight's top competitors include HealthEquity, Businessolver and Bswift. Among them, Nava Benefits secured the most recent funding round in October, 2025.

Plansight - 2026 Company Profile, Team, Funding & Competitors

Plansight is a series B company based in Salt Lake City (United States), founded in 2014 by Steve Overton. It operates as an Online platform for employee benefits administration. Plansight has raised $18.8M in funding. The company has 306 active competitors, including 65 funded and 55 that have exited. Its top competitors include companies like HealthEquity, Businessolver and Bswift.

Company Details

Online platform for employee benefits administration. It is an on-demand portal that allows employees to access a portfolio of multiple benefits including travel, healthcare, property, and more.

Website: plansight.com
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Key Metrics

Founded Year

2014

Location

Salt Lake City, United States

Stage

Series B

Total Funding

$18.8M in 5 rounds

Latest Funding Round

Series B, Feb 26, 2024, $*****

Ranked

41^st among 306 active competitors

Employee Count

27 as on Sep 30, 2026

Similar Companies

HealthEquity & 333 more

View Plansight's full profile

Plansight has raised a total funding of $18.8M over 5 rounds. Its first funding round was on Mar 15, 2017.

Here is the list of recent funding rounds of Plansight:

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Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Feb 26, 2024	6650139	Series B	8605571	1663804	1146918	7791352
Feb 16, 2023	8737023	Series B	1209452	3274480	8696580	5543544
May 09, 2019	6989597	Series A	4555543	6993262	7642596	3332818

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View details of Plansight's funding rounds and investors

The founders of Plansight is Steve Overton.

Here are the details of Plansight's key team members:

Steve Overton: Founder & CEO of Plansight.
Contact Info: 1 email address

View details of Plansight's Founder profiles and Board Members

Plansight's employee count trend

Plansight has 27 employees as of Sep 26. Here is Plansight's employee count trend over the years:

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Top competitors of Plansight include HealthEquity, Businessolver and Bswift. Here is the list of Top 10 competitors of Plansight, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	HealthEquity 2002, Draper (United States), Public	Employee benefits management platform for individuals and businesses	$15.3M	Berkley Capital, Napier Park Global Capital ... & 4 others	74/100
2nd	Businessolver 1998, West Des Moines (United States), Late Stage	Cloud-based employee benefits administration solution	$65.2M	JMI Management, Warburg Pincus & 5 others	72/100
3rd	Bswift 1996, Chicago (United States), Acquired	Provider of benefits administration solutions for enterprises	$51M	Great Hill Partners, Francisco Partners & 1 others	72/100
4th	Paytient 2018, Columbia (United States), Series B	Healthcare prepaid cards for employers	$55.5M	Mercato Partners, Felicis Ventures & 10 others	70/100
5th	Zenefits 2013, Tempe (United States), Acquired	Cloud-based platform for HR and payroll management solutions	$598M	Andreessen Horowitz, Fidelity Investments ... & 50 others	70/100
6th	Justworks 2012, New York City (United States), Series E	Benefits administration & payroll management solution for businesses	$148M	Index Ventures, FirstMark & 14 others	70/100
7th	Clair 2019, New York City (United States), Series B	Cloud-based employee benefits platform for on-demand pay	$67.7M	Thrive Capital, Upfront Ventures & 9 others	69/100
8th	eHealth 1997, Mountain View (United States), Public	Online health insurance comparison platform for individuals and small businesses	$44M	QuestMark Partners, H.I.G. Capital & 14 others	68/100
9th	Nava Benefits 2019, New York City (United States), Series C	Provider of employee benefits brokerage and administrative services	$90M	Thrive Capital, Pascal Ventures & 16 others	68/100
10th	Beam 2012, Columbus (United States), Acquired	Provider of health insurance solutions for employees	$264M	Georgian, Mercato Partners & 14 others	66/100
41st	Plansight 2014, Salt Lake City (United States), Series B	Online platform for employee benefits administration	$18.8M	-	52/100