About PlanMember
PlanMember is a Financial Services company based in Carpinteria (United States) founded in 1992. Retirement-focused investment management services are provided to clients. The company has 168 employees. Its website planmember.com draws about 57 thousand monthly visits. PlanMember offers products and services including Four-Part Planning System and The PlanMember App. Its focus areas include Asset Management, Financial Advisors and Retirement & Pension. Its legal entity is PLANMEMBER SERVICES CORPORATION. Similar companies include MetLife, Pacific Life and Voya Financial.
Company details
PlanMember was established in 1992 in Carpinteria, United States, within the financial sector. Investment management services centered on retirement planning are offered, including portfolio oversight and advisory support for individuals and organizations. Operations are conducted primarily in the U.S., with a focus on long-term savings strategies. The firms domain, planmember.com, supports client access to resources and tools.
- Headquarters Carpinteria, United States
- Employees 168
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website planmember.com/financial
- Social LinkedIn X Facebook
- Legal Name Planmember Services Corporation
- Employee Count168
Products & Services of PlanMember
PlanMember offers a comprehensive portfolio of products and services, including Four-Part Planning System and The PlanMember App.
Personalized system for retirement analysis, advice, review, and support.
Mobile app for managing investments and accessing planning resources.
People of PlanMember
36 people are tracked at PlanMember (20 in leadership, 16 in team); the tracked headcount is 168.
| Name | Role | Group |
|---|---|---|
Jon Ziehl | Chief Executive Officer | Leadership |
Terry Janeway | Executive Vice President, Chief Operating Officer | Leadership |
Allyn Close | Senior Vice President, Sales & Distribution | Leadership |
Brent Neese | Senior Vice President, Institutional Retirement Services | Leadership |
Tom Nugent | Executive Vice President, Chief Investment Officer | Leadership |
Byron Bowman | Senior Vice President, General Counsel | Leadership |
Jennifer Brittingham | Senior Vice President, Retail Services | Leadership |
Sean Haley | Vice President, Chief Compliance Officer | Leadership |
Angel C. Sugleris | Vice President, Human Resources Administration & Facilities | Leadership |
Richard Rush | Vp, Business Development Officer | Leadership |
Hamza Syed | Chief Technology Officer | Leadership |
Steve Hanson | First Vice President, Strategic & Product Development | Leadership |
Christian Halkias | Director Of Trading Platforms | Leadership |
Russ Childs | Vp, Sales Support | Leadership |
Heather Rupp | Assistant Vice President | Leadership |
Natalie Ross | Director Of Quality Assurance And Training | Leadership |
Michele Kosanke | Assistant Vice President | Leadership |
Ben Parker | Director Of Corporate Training | Leadership |
Michelle C. | VP / Controller | Leadership |
Mark Bucciere | Eastern Regional Sales Director | Leadership |
16 more people are available in the full profile.
Complete people profiles for PlanMember
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Similar companies to PlanMember
PlanMember has 3 listed similar companies in our database. They include MetLife, Pacific Life and Voya Financial.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| metlife.com | 1868 | New York, United States | 18,167 | Internet-based life, health, auto, home, and pet insurance is offered. | ||
| pacificlife.com | 1868 | Newport Beach, United States | 3,138 | Insurance company | ||
| voya.com | 1999 | New York, United States | 6,839 | Provider of pension fund for the employees based out of the US |
Detailed similar companies of PlanMember
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Web traffic of PlanMember
The website of PlanMember (planmember.com) receives about 56.8K visits a month.
- Monthly visits56.8K
▲ 107.8% vs previous month
Websites whose visitors overlap most with PlanMember. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
ingretirementplans.com | ingretirementplans.com | 100% | – | ||
voyaretirementplans.com | voyaretirementplans.com | 91% | #271,314 | – | |
| lincolninvestment.com | 83% | 91.3K | #257,827 | View details | |
| waddell.com | 80% | View details | |||
| tsacg.com | 79% | 36.2K | #698,793 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 34 similar websites and full traffic analytics for PlanMember
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- 34 similar websites
- Audience overlap
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Top companies in Asset Management
3 companies that operate in the same segment as PlanMember (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Planmember
Complete news archive for PlanMember
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Frequently Asked Questions about PlanMember
PlanMember was founded in 1992.
PlanMember is headquartered in Carpinteria, United States. It is registered at Carpinteria, California, United States.
PlanMember has 168 employees.
PlanMember was established in 1992 in Carpinteria, United States, within the financial sector. Investment management services centered on retirement planning are offered, including portfolio oversight and advisory support for individuals and organizations. Operations are conducted primarily in the U.S., with a focus on long-term savings strategies. The firms domain, planmember.com, supports client access to resources and tools.
PlanMember's top competitors include Pacific Life, MetLife and Voya Financial.
PlanMember offers Four-Part Planning System and The PlanMember App.
PlanMember operates through Planmember Services Corporation.