My Plan Manager

Adelaide, Australia Founded: 2014 • Age: 12 yrs Acquired By Gallagher Bassett
Financial planning advisory platform
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors 1 Known backers
Products 3 Services tracked
Competitors 10 Brand Intelligence

About My Plan Manager

My Plan Manager is a company based in Adelaide (Australia) founded in 2014 was acquired by Gallagher Bassett in December 2023. My Plan Manager offers products and services including Plan Management Services, Client Portal, and Mobile App. My Plan Manager operates in a competitive market with competitors including Myprosperity, Household Capital, Spirit Super, SuperEd and Super Fierce, among others.

  • Headquarter Adelaide, Australia
  • Sectors
    Technology
  • Phone
    Locked
  • Website
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  • Social
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Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    Not available
  • Investors
  • Employee Count
    Not available
  • Acquired by
    Gallagher Bassett

    (Dec 07, 2023)

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Products & Services of My Plan Manager

My Plan Manager offers a comprehensive portfolio of products and services, including Plan Management Services, Client Portal, and Mobile App.

Product name locked
Category locked
Primary

Assists with NDIS budget management and provider dealings

Product name locked
Category locked
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Online tool for tracking NDIS spending and submitting claims

Product name locked
Category locked
Locked

App for accessing NDIS budget and reports anytime

People of My Plan Manager

Headcount 200-500
Employee Profiles 22
Employee Profiles
People
John O'Neill
Team Manager
People
Lena Zuzic
Community Engagement & Partnerships Manager VIC
People
Nicole Maley-Randall
National Marketing & Communications Manager
People
Crystal Doyle
Product Owner

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Funding Insights of My Plan Manager

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Detailed funding history for My Plan Manager

Round names, dates, amounts, investors, and valuation history require an active premium plan.

  • Round names and dates
  • Funding amounts
  • Participating investors
  • Valuation history

Verified entity values are shown only after access is granted.

Investors in My Plan Manager

My Plan Manager has secured backing from 1 investor. Prominent investors backing the company include Gallagher Bassett.

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Investor Description Founded Year Domain Location
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Investor details for My Plan Manager

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Investments & Acquisitions by My Plan Manager

Investments
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Investment portfolio details for My Plan Manager

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  • Transaction dates
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Financial Statements - My Plan Manager

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Detailed financials for My Plan Manager

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  • Profit trends
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My Plan Manager Comparisons

My Plan Manager Primary company
Description
Financial planning & advisory platform
Location
Adelaide, Australia
Founded Year
2014
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for My Plan Manager

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Competitors of My Plan Manager

My Plan Manager operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Myprosperity, Household Capital, Spirit Super, SuperEd and Super Fierce, among others.

Company Name Domain Founded year HQ Location Description
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Financial accounts are aggregated in a unified personal finance platform.
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Home loans are provided to Australian households by Household Capital.
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Functions as an app-based platform for financial planning and wealth management.
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Online solutions for retirement planning and advice are offered.
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Provides financial advisory services, including planning, analysis, and wealth management solutions.
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Business consulting services are provided to clients in Australia.
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Detailed competitors of My Plan Manager

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Latest news on My Plan Manager

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Complete news archive for My Plan Manager

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Frequently Asked Questions about My Plan Manager

My Plan Manager was founded in 2014.

My Plan Manager is headquartered in Adelaide, Australia. It is registered at Adelaide, South Australia, Australia.

My Plan Manager, founded in 2014 in Adelaide, Australia, focuses on innovating financial technology, supporting investment technologies, wealth management platforms, and financial planners and advisors. Financial planning advisory platform. The company is dedicated to excellence, innovation, and customer satisfaction, ensuring sustainable practices and long-term success in its sectors.

My Plan Manager's top competitors include Myprosperity, One Click Group and SuperEd.

My Plan Manager offers Plan Management Services, Client Portal, and Mobile App.

My Plan Manager has 1 investor. Key investors include Gallagher Bassett.

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