Plannix
San Francisco, US · Founded 2022 · Delaware corporation
Find your way into Plannix
8 people in our graph share verified history with the Plannix team — schools, employers, funds. One of them is your warm intro.
Alessandro Stivalunlockedknows Luca Lixi · together at Fideuram Intesa Sanpaolo Private Banking (overlapped)
×5knows the team · via Università degli Studi di Cagliari
×2knows the team · via Fideuram Intesa Sanpaolo Private Banking
Founders & leadership
LL
Luca LixiinChief Executive OfficerFounder of Lixi Invest, a financial education company serving European individual investors, and co-founder of AEGIS SCF, an authorized independent financial advisory firm. Lixi also founded Plannix, an independent financial advisory technology platform, and has authored a personal finance book and spoken at TEDx events on financial topics.
GM
Gian Mario BisognoCOO
GC
Gabriele ConcliinCTO
DP
D'ario PedruzziCIO
Reported raises · per SEC filings
Form D private placements$500K disclosed across 1 of 2 rounds · 2023–2025
▶$750KofferedApr 2025 · Other TechnologyRule 506(b)
▶$750KofferedApr 2025 · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Luca LixiExecutive Officer, Director
- Gian Mario BisognoExecutive Officer
- Gabriele ConcliExecutive Officer
- D'ario PedruzziExecutive Officer
- Offering amount
- $750K
- Incorporated
- Corporation, Delaware, 2022
- Federal exemptions
- 06b
▶$500KraisedAug 2023 · 18 investors · Other TechnologyRule 506(b)
▶$500KraisedAug 2023 · 18 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Gabriele ConcliExecutive Officer
- Luca LixiExecutive Officer, Director
- D'ario PedruzziExecutive Officer
- Gian Mario BisognoExecutive Officer
- Offering amount
- $500K
- Amount sold
- $500K
- First sale
- Jul 2023
- Incorporated
- Corporation, Delaware, 2022
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
In the news
Frequently asked questions
- How much funding has Plannix raised?
- Plannix has disclosed $500K raised across 1 of its 2 known rounds.
- Where is Plannix headquartered?
- Plannix is headquartered in San Francisco, US.