CrossPlans

Financial Services • Laguna Hills, California, United States • 11-20 Employees

Company overview

Headquarters	23041 Avenida de la Carlota, Laguna Hills, California 92653, US
Phone number	+17142104164
Website	crossplans.com
NAICS	52
SIC	637
Founded	2007
Employees	11-20
Socials

Key Contact at CrossPlans

Lindsey Phillips

Director Of Operations

CrossPlans Email Formats

CrossPlans uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@crossplans.com), used 83.3% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@crossplans.com	83.3%
{first name}.{last name}	john.doe@crossplans.com	16.7%

About CrossPlans

CrossPlans is a boutique Third Party Administration firm organized around the belief that if we keep our promises, deliver on expectations and provide the highest quality work, business owners and plan sponsors will find it easy and enjoyable to work with us. At CrossPlans our goal is to deliver sophisticated solutions for Qualified Retirement Plans that Plan Sponsors and Centers of Influence will understand, value and deliver on their retirement plan and wealth accumulation goals.

CrossPlans revenue & valuation

Annual revenue	$10,400,000
Revenue per employee	$646,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$33,100,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Senior

Director

Employees by Department

CrossPlans has 7 employees across 2 departments.

Departments

Number of employees

Funding Data

CrossPlans has never raised funding before.

CrossPlans Tech Stack

Discover the technologies and tools that power CrossPlans's digital infrastructure, from frameworks to analytics platforms.

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

Google Cloud

IaaS

Google Cloud CDN

CDN

RSS

Miscellaneous

Priority Hints

Performance

Frequently asked questions

CrossPlans is located in Laguna Hills, California, US.

You can reach CrossPlans at +17142104164.

CrossPlans was founded in 2007, making it 19 years old. The company has established itself as a significant player in its industry over this time.

CrossPlans has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at CrossPlans

Lindsey Phillips

Director Of Operations

4.8

40,000 users