Search company, investor...

PlanMember Financial

Founded Year



Unattributed VC | Alive

Total Raised


Last Raised

$20M | 16 yrs ago

About PlanMember Financial

PlanMember Financial aims to provide the same retirement planning expertise, service and education as the largest pension plans. An innovator of asset allocation portfolios comprised of mutual funds, PlanMember is a dedicated investment advisory firm offering a proven approach to personalized retirement investing.

Headquarters Location

6187 Carpinteria Avenue

Carpinteria, California, 93013,

United States


Missing: PlanMember Financial's Product Demo & Case Studies

Promote your product offering to tech buyers.

Reach 1000s of buyers who use CB Insights to identify vendors, demo products, and make purchasing decisions.

Missing: PlanMember Financial's Product & Differentiators

Don’t let your products get skipped. Buyers use our vendor rankings to shortlist companies and drive requests for proposals (RFPs).

Expert Collections containing PlanMember Financial

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

PlanMember Financial is included in 1 Expert Collection, including Fintech.



7,750 items

US-based companies

Latest PlanMember Financial News

11:00 ET PlanMember Opens New Financial Center in Fresno, CA

Dec 8, 2022

News provided by Share this article Share this article CARPINTERIA, Calif., Dec. 8, 2022 /PRNewswire/ -- PlanMember Financial Corporation is pleased to announce the opening of a new financial center located in Fresno, CA, AGAPE Planning Partners, owned and managed by Nathan Moore, CFP® a Financial Planner who has been a securities-licensed financial services professional for 23 years. AGAPE's team of financial professionals offer retirement planning, tax planning and estate planning to educators, employer groups and individual investors throughout the United States. AGAPE Planning Partners was founded by Nathan Moore in 2008 with a focus on providing effective stewardship strategies for their clients. "We are dedicated to making available financial literacy to all our clients, with a particular emphasis on women professionals." says Mr. Moore. "A recent study[1] indicates that while 48% of women feel confident about their finances, only 28% feel empowered to act. Our Financial Center's mission is to empower our clients." To learn more, go to . PlanMember, with more than $15 billion in assets, specializes in the 403(b), 457(b) and 401(k) marketplace. To date, PlanMember has established 44 Financial Centers in 24 states, with a goal of expanding to 80 Financial Centers nationwide. "We're very excited to partner with Nathan," says Jon Ziehl, PlanMember's President and CEO. "The affiliation with AGAPE Planning Partners supports PlanMember's ongoing efforts to expand our Financial Center business model across the country. We look forward to a long and successful relationship." About PlanMember: For more than three decades PlanMember Financial Corporation, through its operating subsidiaries, has provided personalized retirement planning and administrative services to public and private sector employers and employees utilizing a broad selection of investment programs. The company is headquartered in Carpinteria, CA. Securities and advisory services are offered through PlanMember Securities Corporation (PSEC), a registered broker/dealer, investment advisor and member FINRA/SIPC. AGAPE Planning Partners and PlanMember Securities Corporation are independently owned and operated companies. [1] Bank of America, Women, Money Confidence: A Lifelong Relationship, June 2022. SOURCE PlanMember Securities

PlanMember Financial Frequently Asked Questions (FAQ)

  • When was PlanMember Financial founded?

    PlanMember Financial was founded in 1990.

  • Where is PlanMember Financial's headquarters?

    PlanMember Financial's headquarters is located at 6187 Carpinteria Avenue, Carpinteria.

  • What is PlanMember Financial's latest funding round?

    PlanMember Financial's latest funding round is Unattributed VC.

  • How much did PlanMember Financial raise?

    PlanMember Financial raised a total of $20M.

  • Who are the investors of PlanMember Financial?

    Investors of PlanMember Financial include Caltius Equity Partners, Lovell Minnick Partners, Hunt Capital Group and Hunt Private Equity Group.

Discover the right solution for your team

The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.

Request a demo

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.