PlanSync

Technology, Information and Internet • Raleigh, North Carolina, United States • 1-10 Employees

Company overview

Headquarters	Raleigh, North Carolina, United States
Website	plansync.ai
Founded	2025
Employees	1-10

Key Contacts at PlanSync

Cameron Abernethy

Co-Founder And Ceo

Graham Mull

401K Fee & Fiduciary Expert | Director Of Qualified Plans At Fwta | Director Of Sales

Tahmid Awal

Chief Technology Officer

Ed Secrest

Co-Founder And Chief Strategy Officer

Emir Sevim

Director Of Strategic Partnerships

PlanSync Email Formats

PlanSync uses 2 email formats. The most common is {first name} (e.g., john@plansync.ai), used 85.7% of the time.

Format	Example	Percentage
{first name}	john@plansync.ai	85.7%
{first initial}.{last name}	j.doe@plansync.ai	14.3%

About PlanSync

PlanSync is building the modern operating system for 401(k) advisors. Managing dozens of plans, coordinating with multiple stakeholders, and staying compliant shouldn’t require outdated tools and manual processes. That’s why we created PlanSync—an AI-powered platform designed to centralize, streamline, and elevate every aspect of fiduciary plan management. With PlanSync, advisors can: - Consolidate all plan data, documents, and touchpoints into a single, secure hub - Instantly generate compliant quarterly and annual reports - Monitor fiduciary requirements and investment performance with ease - Enhance communication with TPAs, sponsors, and recordkeepers - Uncover new participant opportunities for individual wealth growth Built by former advisors and automation engineers, PlanSync is sleek, intuitive, and enterprise-ready. We're trusted by advisors managing hundreds of plans—and we're just getting started. Let’s build the future of 401(k) plan management—for everyone.

PlanSync revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Technology, Information and Internet industry and current estimated revenues	$1,700,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Director

Entry

Employees by Department

PlanSync has 7 employees across 5 departments.

Departments

Number of employees

Funding Data

PlanSync has never raised funding before.

Frequently asked questions

PlanSync is located in Raleigh, North Carolina, US.

PlanSync was founded in 2025, making it 1 years old. The company has established itself as a significant player in its industry over this time.

PlanSync has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.