Private Equity Portfolio


Year of Investment: 2019
Portfolio Status: Current
Headquarters: Orlando, FL


Cloud-based solution for benefits administration.

PlanSource is an industry-leading provider of flexible, intuitive software and services for benefits administration and human resources professionals. The Company combines industry-leading software and a full suite of technology-enabled services to provide a fully integrated benefits administration solution for benefits shopping, enrollment, billing, compliance, and administration to nearly 10,000 employers and 3.5 million consumers.

PlanSource was founded in 2008 and is based in Orlando, FL with operations across the United States.

Vista Equity Partners VII acquired PlanSource in April 2019.