Planswell logo — Providing the world's most actionable financial planning exp...

Planswell

Providing the world's most actionable financial planning experience to everyone, for free.

Founded 2015 Canada Toronto, Canada 49 employees Debt Financing Finance, Financial Services +3

General Information

Company Name Planswell
Founded Year 2015
Location Canada Toronto, Canada
Employees 49
Industries Finance, Financial Services, Fintech +2
Funding Stage Debt Financing
Social

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About Planswell

Planswell is a Canadian-based startup founded in 2015 with the noble aim of democratizing financial planning. Its slogan, "Providing the world's most actionable financial planning experience to everyone, for free," encapsulates its mission to make financial planning accessible to all. The company addresses the universal issue of lifestyle decline in the future due to inadequate financial planning, particularly among non-wealthy individuals. Planswell has generated hundreds of thousands of free financial plans for consumers, enabling them to understand the precise steps needed each month to sustain their lifestyle in retirement. Operating within the Finance, Financial Services, Fintech, Insurance, and Insurtech industries, Planswell has recently secured a Debt Financing investment on 05 July 2022, indicating ongoing interest and confidence in the startup's mission. The investment was made by Feenix Venture Partners LLC, highlighting the market excitement around the innovative financial solutions being provided by Planswell. With this recent investment and focus on providing accessible financial planning, Planswell is positioned as a disruptive force in the financial industry, poised for potential expansion and further impact.

Taxonomy: financial planning, investment advising, online wealth management, insurance planning, mortgage financing, personal finance, technology, retirement planning, financial advice

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Debt Financing Undisclosed 1
Feenix Venture Partners LLC
05 Jul 2022

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FAQ About Planswell

Providing the world's most actionable financial planning experience to everyone, for free.
Planswell was founded in 2015.
Planswell is headquartered in Toronto, Canada.
Planswell operates in Finance, Financial Services, Fintech, Insurance and Insurtech. Its work centres on financial planning, investment advising, online wealth management and insurance planning.
Planswell has approximately 49 employees.
Planswell has completed 1 funding round. The latest funding stage is Debt Financing.
Top alternatives and competitors to Planswell include SCOTIA WEALTH MANAGEMENT LTD., Advise Wise, Bill Few Associates, Inc., Peter Holt Limited, Streamline Financial Services. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Planswell and SCOTIA WEALTH MANAGEMENT LTD. 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.

Source: BounceWatch company record for Planswell, https://bouncewatch.com/company/planswell, updated 25 November 2024. When citing, please name BounceWatch and link this page.

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