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
- SectorsTechnology
- Website myplanmanager.com.au
- Social LinkedIn Facebook
- Acquired by Gallagher Bassett (Dec 2023)
- Investors
- Acquired byGallagher Bassett
(Dec 2023)
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.
Assists with NDIS budget management and provider dealings
Online tool for tracking NDIS spending and submitting claims
App for accessing NDIS budget and reports anytime
Apps and channels of My Plan Manager
My Plan Manager publishes 1 mobile app with over 10K+ downloads.
Investors in My Plan Manager
My Plan Manager has secured backing from 1 investor. Prominent investors backing the company include Gallagher Bassett.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
- | – | gallagherbassett.com | - |
Investor details for My Plan Manager
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of My Plan Manager
22 people are tracked at My Plan Manager (4 in leadership, 18 in team).
| Name | Role | Group |
|---|---|---|
Elisa Peterson | Diversity, Inclusion And Sustainability Partner, People & Culture | Leadership |
Jane Kittel | CEO | Leadership |
Karina Bunker | Chief People Officer | Leadership |
Isaac S. | Chief Growth Officer | Leadership |
John O'Neill | Team Manager | Team |
Lena Zuzic | Community Engagement & Partnerships Manager VIC | Team |
Nicole Maley-Randall | National Marketing & Communications Manager | Team |
Crystal Doyle | Product Owner | Team |
Elaine K. | System Analyst | Team |
Melissa Caruso | Finance Officer | Team |
Tim Field | IT Manager | Team |
Manpreet Kaur | Automation Support Officer | Team |
Mark Lovatt | National Engagement & Partnerships Manager | Team |
Elizabeth Dart | Marketing And Communications Content Specialist | Team |
Wendy Chapman | Team Manager | Team |
Troy Mayes | Senior Manager Strategy & Insights | Team |
Kerry O'Shea | Manager Business Improvement | Team |
Manish Chopra | Collections Officer | Team |
Ian Charlton | Community Engagement & Relationship Manager | Team |
Kai Schwenke | Information Technology Support Officer | Team |
2 more people are available in the full profile.
Complete people profiles for My Plan Manager
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of My Plan Manager
2 dated milestones of My Plan Manager across 9 years, from founding to its latest funding, stage changes and deals.
- Founded My Plan Manager is founded.
- Exit Acquired by Gallagher Bassett.
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 | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| myprosperity.com.au | 2013 | Melbourne, Australia | $3.18M | – | Financial accounts are aggregated in a unified personal finance platform. | |
| householdcapital.com.au | 2016 | Fitzroy, Australia | $37.6M | – | Home loans are provided to Australian households by Household Capital. | |
| spiritsuper.com.au | 1989 | Hobart, Australia | – | – | Functions as an app-based platform for financial planning and wealth management. | |
| supered.com.au | 2012 | Melbourne, Australia | $5.8M | – | Online solutions for retirement planning and advice are offered. | |
| superfierce.com.au | 2019 | Sydney, Australia | $1.5M | – | Provides financial advisory services, including planning, analysis, and wealth management solutions. | |
| rockinghorsegroup.com.au | 2015 | Sydney, Australia | – | 3 | Business consulting services are provided to clients in Australia. | |
| tasplan.com.au | 2013 | Hobart, Australia | – | – | Operates a platform for managing pension and superannuation fund investments. | |
| mapmyplan.com.au | 2014 | Sydney, Australia | – | – | Online financial planning road maps are generated for users. | |
| oneclickgroup.com.au | 2022 | Australia | – | – | Providing online self-directed financial management platform |
Detailed competitors of My Plan Manager
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of My Plan Manager
The website of My Plan Manager (myplanmanager.com.au) receives about 33.4K visits a month.
- Monthly visits33.4K
▲ 15% vs previous month
Websites whose visitors overlap most with My Plan Manager. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
ndis.gov.au | ndis.gov.au | 100% | – | #29,998 | – |
| planpartners.com.au | 89% | – | #204,527 | View details | |
| myintegra.com.au | 88% | 17.7K | #1,733,643 | View details | |
providerplus.com.au | providerplus.com.au | 84% | – | #2,391,292 | – |
| karista.com.au | 84% | 5.4K | #3,472,459 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 15 similar websites and full traffic analytics for My Plan Manager
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 15 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Latest news on My Plan Manager
Complete news archive for My Plan Manager
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to My Plan Manager
10 companies that operate in the same segment as My Plan Manager (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
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.
Yes. My Plan Manager was acquired by Gallagher Bassett in December 2023.
Yes. My Plan Manager publishes My Plan Manager, with over 10,000 downloads.