Plexus Financial Services Revenue
Financial Services • 
Deer Park, Illinois, United States • 1-10 Employees
Plexus Financial Services revenue & valuation
| Annual revenue | $27,500,000 |
| Revenue per employee | $6,861,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $87,900,000 |
| Total funding | No funding |
Key Contact at Plexus Financial Services
Nikki Walton
Vice President, Client Relations
Company overview
| Headquarters | 21805 Field Parkway, Suite 300, Deer Park, Illinois 60010, US |
| Phone number | +18473076222 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Retirement Plan Design, Investment Due Diligence, Coordination Of Employee Education, Fiduciary Guidance And Plan Oversight, Key Executive Programs & Managed Accounts, Provider Analysis And Management |
| Founded | 2007 |
| Employees | 1-10 |
| Socials |
Plexus Financial Services Email Formats
Plexus Financial Services uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@plexusfs.com), used 71.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@plexusfs.com | 71.4% |
{first name}{last name} | johndoe@plexusfs.com | 28.6% |
About Plexus Financial Services
Plexus Financial Services, LLC, provides independent advice on corporate retirement strategies, collaborating with employers to help ensure that those strategic objectives and fiduciary obligations are met, while helping participants achieve their retirement goals through their defined contribution, defined benefit and non-qualified plans. As a co-fiduciary, we provide comprehensive investment, plan design, fiduciary assistance, provider management and consulting services for employers of all sizes. We focus on mitigating fiduciary risk, developing plan designs, provider partnerships and open fund architectures that help deliver solutions for our plan sponsor clients and their participant's retirement planning needs. Plexus Financial Services, LLC 21805 Field Parkway, Suite 300, Deer Park, Illinois 60010 Phone: 847-307-6222 This communication is strictly intended for individuals residing in the states of California, Colorado, Illinois, Michigan, New York, Oklahoma, Tennessee, Texas, Washington, Wisconsin. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Please review our Terms of Use here: http://www.commonwealth.com/termsofuse.html.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Plexus Financial Services has never raised funding before.
Plexus Financial Services Tech Stack
Discover the technologies and tools that power Plexus Financial Services's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
PaaS
Security
JavaScript libraries
Tag managers
JavaScript libraries
JavaScript libraries
Security
Miscellaneous
Font scripts
JavaScript libraries
United Arab Emirates
Croatia
United Kingdom
Frequently asked questions
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