Planswell
Financial Software · Canada · 11-50 Employees
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Overview
Headquarters
100 College St Ste 150, Toronto, Ontario...Phone Number
(844) 218-7526Website
www.planswell.comRevenue
$29.4 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
2
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1
About Planswell
Planswell is a free online financial planning company providing custom financial planning, financial expert support, and advice on the best mortgages, investments, and insurance options. Planswell is headquartered in Toronto, Ontario.Explore more
Planswell Org Chart
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Planswell financials insights
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2019
Angel/Seed
$13.8M
Planswell Tech Stack
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Planswell News & Media
Planswell Expands Free Offering to Retirees
For the first time, retirees can calculate their max retirement income for free in 3 minutes. TORONTO, Oct. 27, 2023 /PRNewswire/ -- Planswell, the financial startup that has provided free financial planning to over a million working households, has expanded its capabilities to households...Planswell Attracts 2,000 Applicants with Unbiased Hiring
Toronto-based Planswell offers remote work, performance-based opportunities TORONTO, March 17, 2022 /PRNewswire/ -- Planswell, the financial startup that provides free, actionable financial plans in minutes, today revealed over 2,000 candidates across North America have applied for...Planswell Enhances Free Financial Planning Software
TORONTO, Jan. 12, 2022 /PRNewswire/ -- Planswell, the financial planning company offering free, personalized financial plans to consumers in under three minutes, today announced upgraded features for advisors using its software for free. Advisors can now help clients plan for major...Planswell to Offer Financial Planning Software to Advisors for Free
TORONTO, Dec 14, 2021 /PRNewswire/ -- Planswell, the financial planning engine offering free, personalized financial plans to consumers in under three minutes, today announced it will offer its advanced financial planning software to financial advisors in the US and Canada at no charge....
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Planswell is a free online financial planning company providing custom financial planning, financial expert support, and advice on the best mortgages, investments, and insurance options. Planswell is headquartered in Toronto, Ontario.... Read More
