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PlanEasy Inc. logo — company profile

PlanEasy Inc.

Founded 2017 Canada London, Canada 2 employees Finance, Financial Services

General Information

Company Name PlanEasy Inc.
Founded Year 2017
Location Canada London, Canada +1
Employees 2
Industries Finance, Financial Services
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About PlanEasy Inc.

PlanEasy Inc. is a Canadian-based startup founded in 2017, aiming to empower individuals to achieve their financial goals. It offers fee-for-service financial planning through an innovative online platform, email, phone, and video chat, instead of selling financial products. The company targets young professionals and families to build comprehensive financial plans, including managing income, expenses, debt payoff, and wise investment of savings. PlanEasy Inc. optimizes plans for income taxes and government benefits to ensure clients reach their goals efficiently. With a focus on personalized financial advice, the company assists clients in various aspirations, such as purchasing a house, starting a family, or embarking on unique endeavors like extended travel. PlanEasy Inc. operates within the Finance and Financial Services industries, offering a unique approach to financial planning that resonates with the present-day demand for tailored, independent advice.

Taxonomy: financial planner, fee-for-service, comprehensive financial planning, young professionals, young families, income management, expense management, debt management, savings investment, tax optimization, government benefits, goal-oriented planning, unbiased advice, independent financial planning

No funding data available for PlanEasy Inc. yet.

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PlanEasy Inc. Alternatives & Competitors

PlanEasy Inc. vs
Elite Income Advisors
Elite Income Advisors United States

EIA specializes in educating clients while creating customized retirement plans to fit their lifesty...

13 employees
Financial Services, Insurance
PlanEasy Inc. vs
Ambition Finserve Private Limited
Ambition Finserve Private Limited India

Dedicated to Building Wealth & Trust Through Strategic Financial Solutions

13 employees
Finance, Financial Services
PlanEasy Inc. vs
Previsio
Previsio United States

Unlock your best lifestyle!

2-10 employees
Fintech, Information Technology

FAQ About PlanEasy Inc.

At PlanEasy.ca we believe that everyone can achieve their financial goals. PlanEasy.ca is an online fee-for-service financial planner. We don’t sell products, we provide advice. We do that through our innovative online platform, via email, phone, and video chat. We help young professionals and you...
PlanEasy Inc. was founded in 2017.
PlanEasy Inc. is headquartered in London, Canada.
PlanEasy Inc. operates in the following industries: Finance, Financial Services.
PlanEasy Inc. has approximately 2 employees.
Top alternatives and competitors to PlanEasy Inc. include Elite Income Advisors, Ambition Finserve Private Limited, Previsio, KDM Financial and Estate Planning, KBA FS Ltd. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
PlanEasy Inc. and Elite Income Advisors 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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