What is Planswell?
Planswell operates as a free online financial planning platform, offering personalized financial strategies, access to expert financial advisors, and guidance on optimal mortgage, investment, and insurance products. Headquartered in Toronto, Ontario, the company aims to democratize financial planning services.
How much funding has Planswell raised?
Planswell has raised a total of $13.8M across 1 funding round:
Angel/Seed
$13.8M
Angel/Seed (2019): $13.8M, investors not publicly disclosed
What's next for Planswell?
The substantial enterprise-level capital infusion suggests Planswell is poised for significant scaling and market expansion. This strategic backing will likely fuel product development, enhance customer acquisition efforts, and potentially broaden the scope of financial services offered. The company's focus on providing accessible financial advice positions it for growth in a market increasingly seeking digital-first solutions.
See full Planswell company page