What is PlanGen?
Established in 2002, PlanGen operates at the intersection of financial technology and retirement planning. The company provides sophisticated, web-based systems for illustrating retirement benefits, designed to simplify complex financial planning for a diverse clientele. Their solutions enable instantaneous proposal generation and real-time updates, ensuring adherence to IRS tax codes and best financial practices. PlanGen's core mission is to enhance the engagement between professionals, their advisors, and clients in life benefit and retirement planning through innovative tools and educational resources.
How much funding has PlanGen raised?
PlanGen has raised a total of $81K across 1 funding round:
Debt
$81K
Debt (2021): $81K with participation from PPP
Key Investors in PlanGen
PPP
Public-Private Partnership
What's next for PlanGen?
With significant Series B/C stage backing, PlanGen is poised for accelerated growth and market penetration. The substantial expansion capital is expected to fuel further development of its advanced illustration systems, potentially expanding its reach into new markets or enhancing its existing product suite. This strategic financing will likely support initiatives aimed at solidifying its competitive advantage in the FinTech retirement planning space, enabling PlanGen to further innovate and serve its client base more effectively.
See full PlanGen company page
