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Plansight announced it raised $7.37 Million in an initial filing from an offering of $7.37 Million

PRIVATEFeb 17, 2023•over 3 years ago

Amount Raised

$7.37 Million

MidvaleInformation TechnologySoftware

Company Information

Company

Plansight, Inc.

Location

7659 S. MAIN STREET

Midvale, Utah, United States

About

At Plansight, our mission is to enable employee benefit brokers and carriers by providing software that simplifies the achievement of our shared goals: helping employers discover high-quality benefits at affordable rates. Our advanced technology empowers professionals of our industry by automating marketing events, improving distribution, promoting fair transparency, and making it easy to be comprehensive. Plansight is the only complete end-to-end marketing solution for the employee benefits industry.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals — including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications — based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, FundzIQ™ for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies.

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