PlanOptica

Filings through .

Driven Investments LLC

Matched across 2 name variants in the filings

Analytics

Market position · 2024

Plans served12+5 YoYRank #1822 of mapped providers
Assets under administration$49.9B0.0%Rank #571 by share of filed assets
Fees received$158,203Median $7,133/planSum across Schedule C direct + indirect
Net wins YoY+03 won - 3 lostPlan-level switch detection

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