PlanSource News and Activities

Headquarters: United States (USA)

PlanSource is owned by Vista Equity Partners.

Vista Equity Partners is one of the...

Vista Equity Partners has a direct presence in 6 countries.

Vista Equity Partners has 39 subsidiaries including Accelya, Accelya Solutions India and Acquia.

They are in:

Acquisition, funding and merger involving Vista Equity Partners.

Vista Equity Partners has announced the acquisition of Acumatica (posted on June 3 2025).
Vista Equity Partners has acquired Smartsheet (posted on January 23 2025).
Vista Equity Partners has announced the acquisition of Smartsheet (posted on October 1 2024).
Vista Equity Partners has announced the acquisition of Redwood Software (posted on September 12 2024).
Jaggaer and Vista Equity Partners have announced they will merge (posted on August 15 2024)..
Vista Equity Partners has acquired Model N (posted on July 1 2024).
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View the org chart displaying its 32 main executives

Alison Congdon, who was Managing Director, Head of Private Wealth Solutions Marketing and Digital, is promoted to Managing Director, Chief Marketing Officer (posted on March 22 2026).
Suzanne Donohoe has joined the company as Senior Managing Director, Chief Operating Officer and Chief Commercial Officer (posted on February 5 2026).

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