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Moneyplanned
1 known investors
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Moneyplanned provides financial planning tools and wealth management insights designed to make expert-level money guidance accessible to a broader audience. The platform targets individuals seeking to improve their financial decision-making through simplified planning interfaces.
Founders & leadership
SS
Sameer ShashankFounder & CEOSameer Shashank is a Certified Financial Planner and holds certifications in product management; he graduated from BITS Pilani in 2016 with a degree in mechanical engineering and previously worked at Reliance Industries and Tata Motors before founding MoneyPlanned, which provides AI-based personal financial planning and wealth management tools.
Investors · 1
Expert DOJOlisted by Expert DOJOSanta Monica · $50K – $100K
How we know: Expert DOJO's portfolio page · a partner's Signal profile · Not right? Tell us
Frequently asked questions
- What does Moneyplanned do?
- Moneyplanned provides financial planning tools and wealth management insights designed to make expert-level money guidance accessible to a broader audience. The platform targets individuals seeking to improve their financial decision-making through simplified planning interfaces.
- Who founded Moneyplanned?
- Moneyplanned was founded by Sameer Shashank, Nikhila Putcha.
- Who are Moneyplanned's investors?
- Moneyplanned's investors include Expert DOJO.