Plan Confidence Corp is a fintech startup founded in 2016 that aims to empower financial advisers. The company's slogan, "Empowering financial advisers with seamless advice, trading, and billing for their clients' 401k accounts" encapsulates its mission. Specializing in Finance and Financial Services, the startup developed software for financial advisers, enabling them to provide advice, trading, and billing services for their clients' 401k accounts, even for those that are held away. Their latest investment round garnered $100.00K in a Pre Seed Round, which took place on 01 November 2019. Although the specific investors involved in this round were not disclosed, the startup has been actively pursuing growth and innovation in the financial services sector.
Plan Confidence Corp
Empowering financial advisers with seamless advice, trading, and billing for their clients' 401k accounts.
General Information
BounceWatch is an independent company data service, not affiliated with Plan Confidence Corp. To contact Plan Confidence Corp, visit planconfidence.com.
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About Plan Confidence Corp
Taxonomy: financial advising, investment, 401k accounts, software platform, trading, billing management, investment advice, advisory services
Funding Rounds & Investors (1)
View All| Funding Stage | Amount | Investors | Lead Investors | Date |
|---|---|---|---|---|
| Pre Seed Round | •••••• | - | 01 Nov 2019 |
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FAQ About Plan Confidence Corp
Source: BounceWatch company record for Plan Confidence Corp, https://bouncewatch.com/company/plan-confidence-corp, updated 26 December 2024. When citing, please name BounceWatch and link this page.
