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Plexus Financial Services Logo
Plexus Financial Services CB Rank
1601648
Heat Score
55
Plexus Financial Services offers retirement plans that include provider management, compliance, fiduciary & investment consulting services.
Founded
obfuscation
Private Wauconda, Illinois, United States11-50 www.plexusfs.com
Advice
Compliance
Financial Services
Retirement
Overview

Plexus Financial Services
Heat Score
55

Growth Score
pts
in past quarter
Heat Score 55
-8 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Plexus Financial Services

CB Rank
1601648
Plexus Financial Services offers retirement plans that include provider management, compliance, fiduciary & investment consulting services.
Founded
obfuscation
Private Wauconda, Illinois, United States11-50 www.plexusfs.com
Advice
Compliance
Financial Services
Retirement

Details

Legal Name Plexus Financial Services LLC
Operating Status Active
Company Type For Profit
Phone Number +1-847-307-6222
Contact Email communications@plexusfs.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Corporate Retirement Plan Advisory Services
Advisory services for corporate retirement plans including 401(k), 403(b), 457, defined-contribution, defined-benefit, and non-qualified plans.
3(21) Investment Co-Fiduciary Services
Acting as a 3(21) investment co-fiduciary to corporate retirement plans to share fiduciary responsibilities and act in the best interests of plan participants.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 6
News
Technology
View Tech Report

IT Spend

$207.8KThis year, Plexus Financial Services is projected to spend $207.8K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Digital Risk Protection Services (DRPS) Logo
Digital Risk Protection Services (DRPS)
72
Cyber Asset Attack Surface Management Logo
Cyber Asset Attack Surface Management
72
Shopper Recognition Logo
Shopper Recognition
65

Actively Used Products

13Plexus Financial Services uses 13 technology products and services including HTML5, Google Analytics, and  Google Tag Manager, according to G2 Stack.

Active Website Tech Count

2Plexus Financial Services is actively using 2 technologies for its website, according to BuiltWith. These include CommonCrawl Top 5m.
Sub-Organizations
Frequently Asked Questions

Where is Plexus Financial Services's headquarters? Plexus Financial Services is located in Wauconda, Illinois, United States.Who are Plexus Financial Services's competitors? Alternatives and possible competitors to Plexus Financial Services may include OneDigital, NFP, and  CAPTRUST.
Who We Are
What We Do
Helpful Links
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