About ProManage
ProManage is a Technology company based in Chicago (United States) founded in 1998 by Tony Sabos, and was acquired by Smart in May 2023. Financial planning and investment management services are offered. It operates on a Professional Services and Subscription Services model. The company has 12 employees. Its chief executive, as recorded, is Tony Sabos. ProManage offers products and services including BeFine, PROgram, Vision, and Insight. Its focus areas include Financials, Investment Management and Wealth Management. Its legal entity is ProManage, LLC. Its competitors include The Tifin Group, Ascensus and Learnvest; 2 of its 3 listed competitors have raised funding.
Company details
Financial strategies are developed by ProManage to support employees in achieving wellness and preparing for retirement. Services are offered to employers to enhance retirement benefit plans. Solutions include apps for daily financial management, managed retirement accounts, modeling tools for future planning, and analytical tools for plan optimization. The focus is placed on making financial freedom accessible through tailored, effortless strategies across various financial sectors.
- Headquarters Chicago, United States
- Employees 12
- Founders Tony Sabos
- Stage Acquired
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website promanageplan.com
- Social LinkedIn
- Acquired by Smart (May 2023)
- Legal Name Promanage, Llc
Products & Services of ProManage
ProManage offers a comprehensive portfolio of products and services, including BeFine, PROgram, Vision, and Insight.
Financial wellness is supported through a holistic app.
Retirement savings are managed with effortless, flexible solutions.
Retirement planning is aided by future financial modeling.
Retirement plans are analyzed for employer benefit insights.
Investors in ProManage
ProManage has secured backing from 1 investor. Prominent investors backing the company include Smart.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Retirement financial planning solutions are delivered via a specialized platform. | 2020 | smartretire.com | Delaware, United States |
Investor details for ProManage
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People of ProManage
7 people are tracked at ProManage (4 in leadership, 3 in team); the tracked headcount is 12.
| Name | Role | Group |
|---|---|---|
Tony Sabos | Co-Founder & CEO | Leadership |
Barbara Auerbach | VP of Legal & Compliance Services | Leadership |
Bob Cohen | Chief Investment Officer | Leadership |
Carl Londe | Senior Consultant and Chief Compliance Officer | Leadership |
Bill Mills | EVP | Team |
Annette Hilton | EVP Account Management | Team |
Dan Cassidy | SVP and Senior Consultant | Team |
Complete people profiles for ProManage
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Timeline of ProManage
2 dated milestones of ProManage across 25 years, from founding to its latest funding, stage changes and deals.
- Founded ProManage is founded.
- Exit Acquired by Smart.
Competitors of ProManage
ProManage has 3 listed competitors in our database, 2 of them funded. They include The Tifin Group, Ascensus and Learnvest.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| tifin.com | 2018 | New York, United States | $219.01M | AI-enabled financial planning and advisory solutions are provided for individuals. | ||
| ascensus.com | 1980 | Dresher, United States | 5,112 | Retirement, health, and college savings services are administered nationwide. | ||
| learnvest.com | 2009 | New York, United States | $85.75M | 148 | Personal finance management and investment advise |
Detailed competitors of ProManage
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Web traffic of ProManage
The website of ProManage (promanageplan.com) receives about 2.1K visits a month.
- Monthly visits2.1K
▲ 90.7% vs previous month
Websites whose visitors overlap most with ProManage. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| reddit.com | 100% | 4.4B | #9 | View details |
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as ProManage (Investment & Financial Technology) in United States, 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 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Promanage
Complete news archive for ProManage
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Frequently Asked Questions about ProManage
ProManage was founded in 1998.
ProManage is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
Tony Sabos is the CEO of ProManage, as recorded in our data. They have also founded this company.
ProManage has 12 employees.
Financial strategies are developed by ProManage to support employees in achieving wellness and preparing for retirement. Services are offered to employers to enhance retirement benefit plans. Solutions include apps for daily financial management, managed retirement accounts, modeling tools for future planning, and analytical tools for plan optimization. The focus is placed on making financial freedom accessible through tailored, effortless strategies across various financial sectors.
ProManage's top competitors include The Tifin Group, Ascensus and Learnvest.
ProManage offers BeFine, PROgram, Vision, and Insight.
ProManage has 1 investor. Key investors include Smart.
ProManage operates through Promanage, Llc.
Yes. ProManage was acquired by Smart in May 2023.