MyPlanMap logo — Simple Plan Monitoring Tool for Independent Financial Adviso...

MyPlanMap

Simple Plan Monitoring Tool for Independent Financial Advisors

Founded 2014 Canada Toronto, Canada 2-10 employees Financial Services, Fintech +2

General Information

Company Name MyPlanMap
Founded Year 2014
Location Canada Toronto, Canada +1
Employees 2-10
Industries Financial Services, Fintech, Messaging and Telecommunications +1
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About MyPlanMap

MyPlanMap is a fintech startup founded in 2014 that offers a Simple Plan Monitoring Tool for Independent Financial Advisors. The company provides a revolutionary way to create Client Implementation RoadMaps, enabling financial advisors and firms to tell a client's financial life story in seconds. MyPlanMap operates in the Financial Services, Fintech, Messaging and Telecommunications, and SaaS industries. As of now, there is no publicly available information about the headquarters, last investment, or the last investment investors. With its innovative solution for financial advisors, MyPlanMap presents an intriguing opportunity for potential investors seeking disruptive technologies in the financial sector.

Taxonomy: FinTech, Financial Planning, Financial Advisory, Client Collaboration, Client Workflow, Customer Relationship Management, Checklists, Chatbot, Roboadviser

No funding data available for MyPlanMap yet.

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FAQ About MyPlanMap

Simple Plan Monitoring Tool for Independent Financial Advisors
MyPlanMap was founded in 2014.
MyPlanMap is headquartered in Toronto, Canada.
MyPlanMap operates in the following industries: Financial Services, Fintech, Messaging and Telecommunications, SaaS.
MyPlanMap has approximately 2-10 employees.
Top alternatives and competitors to MyPlanMap include Asset-Map, Tlj Inc, Moneytree Software, Lumiant, Skyline Financial. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
MyPlanMap and Asset-Map are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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