


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 | |
| 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
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.
JavaScript libraries
Issue trackers
Appointment scheduling
Blogs
Miscellaneous
Security
Miscellaneous
JavaScript frameworks
IaaS
CDN
Miscellaneous
Performance
Frequently asked questions
4.8
40,000 users



