Planswell
Likely to Engage tag.Highly Engaged Employees

Finance · Canada · 11-50 Employees

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Overview

Headquarters

100 College St Suite 150, Toronto, Ontar...

Phone Number

(844) 218-7526

Revenue

$29.4 Million

Industry

Finance Insurance Securities Trading Lending & Brokerage

About Planswell

Planswell is a financial planning startup dedicated to making financial education and advice accessible to everyone. They offer a free financial planning service that includes retirement age and income predictions, debt consolidation strategies, investment recommendations, and insurance planning. Their target clients include individuals seeking to improve their financial literacy and security, with a focus on personalized advice from local financial experts. Planswell partners with financial advisors across Canada and the United States to enhance their services and support their mission.Explore more
Planswell's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Planswell Org Chart

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TO
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Chief Financial Officer

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Certified Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Planswell

$29.4M
11-50
Private
$13.8M
2015
TO
Trevor OseenChief Financial Officer
$210.3M
1K - 5K
Private
<$5M
1997
AK
Anita KattiDirector, Software Development
$19.3M
51-200
Private
<$5M
2013
SB
Stefanie BellofattoSenior VP, Customer Experience
$7.2M
11-50
Private
-
1984
$5.9M
11-50
Private
-
1973
$5.3M
11-50
Private
<$5M
2014
Vince Hockett, President at XY Planning Network
Vince HockettPresident
Illustration of an envelope

Planswell Tech Stack

A closer look at the technologies used by Planswell

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Frequently Asked Questions Regarding Planswell

What is Planswell's official website?
Planswell's official website is www.planswell.com
What is Planswell's Revenue?
Planswell's revenue is $29.4 Million
What is Planswell's SIC code?
Planswell's SIC: 62,628
What is Planswell's NAICS code?
Planswell's NAICS: 52,523
How many employees does Planswell have?
Planswell has 11-50 employees
What industry does Planswell belong to?
Planswell is in the industry of: Finance, Insurance, Securities Trading
What is Planswell competition?
Planswell top competitors include: RightCapital, MoneyGuide, XY Planning Network, DK Partners
What technology does Planswell use?
Some of the popular technologies that Planswell uses are: WordPress.org, PHP, Cloudflare Website Optimization, Bing Ads
Who is the CFO of Planswell?
Planswell's CFO is Trevor Oseen
How do I contact Planswell?
Planswell contact info: Phone number: (844) 218-7526 Website: www.planswell.com
What does Planswell do?

Planswell is a financial planning startup dedicated to making financial education and advice accessible to everyone. They offer a free financial planning service that includes retirement age and income predictions, debt consolidation strategies, investment recommendations, and insurance planning. Their target clients include individuals seeking to... improve their financial literacy and security, with a focus on personalized advice from local financial experts. Planswell partners with financial advisors across Canada and the United States to enhance their services and support their mission.Read More

What are Planswell social media links?
Planswell Linkedin page Planswell Twitter page Planswell Facebook page
Is Planswell a public company?
Planswell is private company therefore does not currently have an official ticker symbol
See more information about Planswell

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