


Plansmith
Software Development • Schaumburg, Illinois, United States • 21-50 Employees
Company overview
| Headquarters | 1827 Walden Office Square, Suite 350, Schaumburg, IL 60173, US |
| Phone number | +18473594045 |
| Website | |
| SIC | 606 |
| Keywords | Budgeting, Asset Liability Management, Professional Advisory Services, Interest Rate Risk, Cecl, Bank And Credit Union Planning, Budgeting Solutions For Banks, Forecasting And Risk Management Solutions, Strategic Planning For Banks, Budget Playbook |
| Founded | 1972 |
| Employees | 21-50 |
| Socials |
Key Contacts at Plansmith
Megan Plis
Director Of Marketing
Jenny Mello
Director Of Education - Support
Amy Parmeziani
Assistant Director Of Education
Plansmith Email Formats
Plansmith uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@plansmith.com), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@plansmith.com | 60% |
{first name} | john@plansmith.com | 16.7% |
{first name}{last name} | johndoe@plansmith.com | 16.7% |
{first initial}{last name}{last name} | jdoedoe@plansmith.com | 3.3% |
{first initial} | j@plansmith.com | 3.3% |
About Plansmith
For 50 years, Plansmith has helped thousands of financial institutions eliminate the stress of Budgeting and ALM. Our unified planning solution makes it easy to budget, manage risk, and make important business decisions. Plansmith integrates Core system data to generate your annual budget, long-range forecasts, automated board reporting, and comprehensive ALM analytics. Plus, our advisory services team is there when you need expert assistance. With Plansmith, comprehensive planning is easy, fast, and affordable. Here’s how easy it is to work with Plansmith: 1. Call to schedule your free discovery meeting 2. Choose the ideal products and services 3. Deploy the tools you need to grow Schedule Your Free Discovery Call Today!
Plansmith revenue & valuation
| Annual revenue | $27,100,000 |
| Revenue per employee | $772,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Software Development industry and current estimated revenues | $86,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Plansmith has 20 employees across 9 departments.
Departments
Number of employees
Funding Data
Plansmith has never raised funding before.
Plansmith Tech Stack
Discover the technologies and tools that power Plansmith's digital infrastructure, from frameworks to analytics platforms.
Marketing automation
Web frameworks
Frequently asked questions
4.8
40,000 users



