Planswell Revenue and Competitors
Estimated Revenue & Valuation
- Planswell's estimated annual revenue is currently $6.6M per year.
- Planswell received $7.0M in venture funding in June 2018.
- Planswell's estimated revenue per employee is $113,100
- Planswell's total funding is $9.7M.
Employee Data
- Planswell has 58 Employees.
- Planswell grew their employee count by 23% last year.
Planswell's People
| Name | Title | Email/Phone |
|---|---|---|
1 | COO | Reveal Email/Phone |
2 | CEO | Reveal Email/Phone |
3 | Head Engineering | Reveal Email/Phone |
4 | Head Partnerships | Reveal Email/Phone |
5 | Head PR | Reveal Email/Phone |
6 | Head Revenue Operations | Reveal Email/Phone |
7 | VP Revenue | Reveal Email/Phone |
8 | Digital Marketing Manager | Reveal Email/Phone |
9 | Product Manager | Reveal Email/Phone |
10 | Account Executive | Reveal Email/Phone |
Planswell Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $202.1M | 1087 | -1% | $900.4M | $4B |
What Is Planswell?
Planswell is a team of really smart people working together to change the financial industry for the better. We started by building software that uses proven principles of financial planning to calculate how to maintain the best possible standard of living throughout your life. Tens of thousands of Canadians have created plans with us, and were focused on reaching as many people as possible.
keywords:Financial Services, Wealth Management, Fin Tech, Financial Technology
$9.7M
Total Funding
58
Number of Employees
$6.6M
Revenue (est)
23%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Planswell News
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Toronto-based FinTech company brings free financial plans to Americans starting today TORONTO, Oct. 29, 2020 /PRNewswire/ - Planswell, the Toronto-based startup delivering free financial plans to users in three minutes, today expands its offering to US residents. Starting today, Americans fro ...
Last month, Canada’s first online financial planning company, Planswell Planswell Founded: 2016 Headquarters: Toronto, Canada Total Funding: $9.74M See full company profile "> , announced it has raised $4m in a venture financing round; bringing its total funding to date to $17.8m. “Before l ...
Toronto-based Planswell, which allows Canadians to build free financial plans, has raised an additional $7 million in its seed round, bringing its total seed funding to $13.8 million. Planswell raised a $6.8 million seed round in January 2018. The company has not disclosed its investors. Plans ...
Other Companies in Toronto
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $7.6M | 58 | 9% | N/A |
#2 | $7.6M | 58 | -5% | N/A |
#3 | $7.8M | 58 | -6% | N/A |
#4 | $10.6M | 58 | 9% | N/A |
#5 | $11.5M | 58 | 16% | N/A |
Planswell Funding
| Date | Amount | Round | Lead Investors | Reference |
|---|---|---|---|---|
| 2018-06-08 | $7.0M | Undisclosed | Article |