For 50 years, Plansmith has helped thousands of financial institutions eliminate the stress of Budgeting and ALM. Our unified planning solution makes it easy to budget, manage risk, and make important business decisions. Plansmith integrates Core system data to generate your annual budget, long-range forecasts, automated board reporting, and comprehensive ALM analytics. Plus, our advisory services team is there when you need expert assistance. With Plansmith, comprehensive planning is easy, fast, and affordable. Here’s how easy it is to work with Plansmith: 1. Call to schedule your free discovery meeting 2. Choose the ideal products and services 3. Deploy the tools you need to grow Schedule Your Free Discovery Call Today!
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Plansmith Questions
The Plansmith annual revenue was $8.4 million in 2026.
Sue West is the President of Plansmith.
25 people are employed at Plansmith.
Plansmith is based in Schaumburg, Illinois.
The NAICS codes for Plansmith are [52, 522, 5221, 522130, 52213].
The SIC codes for Plansmith are [60, 606].
Top Plansmith Employees
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Sue West
President at Plansmith
Schaumburg, IL, US23 -
Craig Hartman
President and CEO at Plansmith
Schaumburg, IL, US25+ -
Christopher Hartman
CIO at Plansmith
Schaumburg, IL, US13 -
Mike Bilyeu
EVP - Business Development at Plansmith
Rogers, AR, US22 -
Ilene Dietz
CFO at Plansmith
Chicago, IL, US2 -
George Mueller
VP - Product Development at Plansmith
Brinnon, WA, US25 -
Brett Hendricks
Vice President of Sales at Plansmith
Chicago, IL, US13 -
Megan Mitchem
Director of Marketing at Plansmith
Inverness, FL, US23 -
James Groark
Vice President Software Development at Plansmith
Schaumburg, IL, US14 -
Sharon Hundley
Consultant and VP at Plansmith
Columbia, SC, US15+
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