Portfolio companies

May 22, 2013

First Analysis private equity companies

Below are some of the companies we are helping to build currently and others we have helped build in the past.

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ExpertPlan Inc.

ExpertPlan Inc. is a leader in providing private-label retirement solutions to the financial services industry. The company's Web-based 401(k) platform enables ExpertPlan's clients in the financial services industry to service small companies in a more cost-effective and user-friendly manner and provide a broader array of product choices. The small business market is believed to be underpenetrated, with only about 20% of companies having less than 100 employees offering a 401(k) plan. ExpertPlan has built a network of leading asset management firms, third-party administrators, brokers, investment advisers, banks, and insurance companies that use the company's solution to address the small business market.

Website and contact information: www.expertplan.com