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      PlanSource

      Engaged Employer

      PlanSource reviews

      Great Company - Anonymous employee PlanSource Employee Review

      5.0
      Mar 15, 2023
      Anonymous employee
      Recommend
      CEO approval
      Business Outlook

      Pros

      I had the pleasure of working with this company for less than 2 years. One of the most genuine group of people I’ve ever worked with. I’d highly recommend anyone to work there.

      Cons

      I can’t think of anything bad to say.

      avatar
      PlanSource Response
      3y
      We appreciate you taking the time in letting us know about your experience with us! We couldn't agree more. Our team members is what makes PlanSource such a great place to work. Thank you for sharing! Jodie Ortiz - Sr Director, Human Resources

      Explore other reviews about PlanSource

      5.0
      Jan 21, 2026
      Solutions consultant
      Recommend
      CEO approval
      Business Outlook

      Pros

      Exciting company culture and fast paced. Management wants their employees to succeed and thrive.

      Cons

      Some leadership changes towards the end of my work there, but it seems like that has been smoothed out.

      avatar
      PlanSource Response
      4mo
      Thank you for taking the time to share your experience and for the kind words about our culture and leadership. We’re glad to hear that the fast-paced, environment and the focus on helping employees grow and succeed stood out during your time with us. We’re grateful for the contributions you made during your time with us & wish you continued success in your next chapter. - The PlanSource Team
      3.0
      Jun 23, 2026
      Anonymous employee
      Recommend
      CEO approval
      Business Outlook

      Pros

      - Industry Exposure - Networking Opps - Good Team Morale - Strong Marketing Investment - Fun Corporate Events

      Cons

      - Business shifts are volatile based on whatever Vista wants - Ebbs and flows from net new logo to in-house revenue gen based on culture for that year - Seldom true 'leaders' if any at all - Classic corporate politics runs the show

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