INDEX
Planner Securities breadcrumbs-arrow Planner Securities Financial Insights

How Much Did Planner Securities Raise?
Funding & Key Investors

Planner Securities has secured $107K in total capital, with its most recent financing round bringing in $107K. This large-scale, late-stage funding event underscores the company's established market presence and its trajectory towards significant expansion.

What is Planner Securities?

Planner Securities
FinanceLending & BrokerageFinancial Software

Planner Securities operates a comprehensive online investment planning platform tailored for self-directed investors. The platform offers robust tools for equity, options, and fixed income trading, with its Alpha Plan emphasizing a user-friendly experience and personalized solutions for portfolio management. Positioned as a discount broker, Planner Securities empowers clients to navigate investment decisions and manage associated risks, without offering direct investment advice.

How much funding has Planner Securities raised?

Planner Securities has raised a total of $107K across 1 funding round:

2021

Debt

$107K

Debt (2021): $107K with participation from PPP

What's next for Planner Securities?

The substantial capital infusion, characterized as a major strategic investment, signals Planner Securities' readiness for accelerated growth and market penetration. This backing is likely to fuel enhancements in platform technology, expansion of service offerings, and potentially broader market outreach to attract a larger base of individual investors seeking sophisticated yet accessible trading tools.

See full Planner Securities company page
See More Financial Insights
No matching results.
Refine your search.

Additional financial insights in the Finance industry

21.co
FinanceSecurities TradingFinancial SoftwareSoftware
Rate Sheet
FinanceLending & Brokerage
Debite
FinanceLending & Brokerage
Bella Stone
FinanceSecurities TradingData Collection & Internet PortalsMedia & Internet

Frequently Asked Questions Regarding Planner Securities Financial Insights

What are the most recent funding rounds that Planner Securities has completed, and what were the funding rounds?
Planner Securities has recently completed 1 funding rounds: Debt on Jan 27, 2021. What is the total amount of funding Planner Securities has raised to date?
Planner Securities has raised a total of $107K in funding to date. How many funding rounds has Planner Securities completed?
Planner Securities has completed 1 funding rounds. How much funding did Planner Securities raise in its most recent funding round?
Planner Securities raised $107K in its most recent funding round. Who are the lead investors in Planner Securities's latest funding round?
The lead investor in Planner Securities's latest funding round was PPP. To access investor data and explore similar companies, sign up for ZoomInfo. Which was the largest funding round in Planner Securities's history?
The largest funding round in Planner Securities's history was $107K.
See more information about Planner Securities

Test Drive ZoomInfo's Directories

Browse Directories

Most Searched Industries

Construction Law Firms & Legal Services Business Services Finance Manufacturing Agriculture Software Accounting & Accounting Services Retail Healthcare Energy, Utilities & Waste Treatment Telecommunications Transportation Real Estate
People SearchCompany Search