Planswell Revenue and Competitors

Toronto, ON CAN

Location

$9.7M

Total Funding

Fintech

Industry

Estimated Revenue & Valuation

  • Planswell's estimated annual revenue is currently $6.6M per year.(i)
  • 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.(i)
  • Planswell grew their employee count by 23% last year.

Planswell's People

NameTitleEmail/Phone
1
COOReveal Email/Phone
2
CEOReveal Email/Phone
3
Head EngineeringReveal Email/Phone
4
Head PartnershipsReveal Email/Phone
5
Head PRReveal Email/Phone
6
Head Revenue OperationsReveal Email/Phone
7
VP RevenueReveal Email/Phone
8
Digital Marketing ManagerReveal Email/Phone
9
Product ManagerReveal Email/Phone
10
Sales ManagerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$202.1M1087-1%$900.4M$4B
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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

2022-04-20 - IPL 2022: ‘We did not execute our plans well,’ says Ravindra Jadeja after loss against Punjab Kings

Shikhar Dhawan smashed an unbeaten 88 for Punjab Kings who withstood a batting blitz from Chennai Super Kings' Ambati Rayudu to seal an...

2022-04-13 - Rays’ starting pitching plans? Well, it’s complicated

Rays' starting pitching plans? Well, it's complicated. Notes | It's Corey Kluber on Saturday, Tommy Romero in some role on Sunday and just...

2020-10-29 - Planswell Announces US Expansion

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 ...

2019-02-12 - Planswell Raises $4M

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 ...

2018-06-07 - Planswell raises $7 million to develop financial planning platform

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 ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$7.6M589%N/A
#2
$7.6M58-5%N/A
#3
$7.8M58-6%N/A
#4
$10.6M589%N/A
#5
$11.5M5816%N/A

Planswell Funding

DateAmountRoundLead InvestorsReference
2018-06-08$7.0MUndisclosedArticle