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Planworth logo — Planworth is a B2B SaaS platform that empowers advisors with...

Planworth

Planworth is a B2B SaaS platform that empowers advisors with the tools to guide a client's wealth journey.

Founded 2019 Canada Toronto, Canada 13 employees Pre Seed Financial Services, Fintech +1

General Information

Company Name Planworth
Founded Year 2019
Location Canada Toronto, Canada +1
Founders / Decision Makers
Team member
Employees 13
Industries Financial Services, Fintech, Wealth Management
Funding Stage Pre Seed
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About Planworth

Planworth is a B2B SaaS platform founded in 2019 based in Canada. Its slogan, "Planworth is a B2B SaaS platform that empowers advisors with the tools to guide a client's wealth journey," ties directly to its mission of providing investment advisors and professionals with the necessary resources to become trusted guides throughout their clients' financial journeys. The platform offers a combination of easy-to-use questionnaires and advanced data analytics, effectively granting investment advisors and professionals the expertise of a virtual family office at their fingertips. The last investment round was a Pre Seed Round led by Fastbreak Ventures on 21 July 2020. Planworth operates within the Financial Services, Fintech, and Wealth Management industries, showcasing a strong potential for growth and disruption in the financial technology sector.

Taxonomy: B2B SaaS, Wealth Management, Investment Advisors, Virtual Family Office, Financial Planning, Advisory Tools, Client Engagement, Expertise, Advanced Technology

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Pre Seed Round •••••• 1
Investor
21 Jul 2020

Planworth Alternatives & Competitors

Planworth vs
World Investment Advisors (formerly Pensionmark)
World Investment Advisors (formerly Pensionmark) United States

Pensionmark Financial Group is now World Investment Advisors, LLC.

176 employees
Planworth vs
Transamerica Financial Advisors, Inc.
Transamerica Financial Advisors, Inc. United States

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Planworth vs
ZAQ Group of Companies
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ZAQ is a group of entrepreneurs, investment professionals and actuarial advisors. We work to build p...

24 employees
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FAQ About Planworth

Planworth is a B2B SaaS platform that empowers advisors with the tools to guide a client's wealth journey.
Planworth was founded in 2019.
Planworth is headquartered in Toronto, Canada.
Planworth operates in the following industries: Financial Services, Fintech, Wealth Management.
Planworth has approximately 13 employees.
Planworth has completed 1 funding round. The latest funding stage is Pre Seed.
Top alternatives and competitors to Planworth include World Investment Advisors (formerly Pensionmark), Transamerica Financial Advisors, Inc., ZAQ Group of Companies, Clearwater Advisors, LLC, Fragasso Financial Advisors. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Planworth and World Investment Advisors (formerly Pensionmark) 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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