Fundraising Fox

Planswell

1 known investors

Find your way into Planswell

Planswell offers a free online financial planning service aimed at making financial planning accessible to everyone, working with clients and partner advisors. It operates in the financial planning and fintech space.

AI & Machine LearningFintechInsurTechSaaS

Investors · 1

Feenix Venture Partners LLCNew York

In the news

Canadian FinTech Planswell Enters Crowded U.S. Marketwealthmanagement.com · Nov 2020Inside Planswell's messy relaunch, three months after bankruptcy | BetaKitbetakit.com · Feb 2020Planswell raises $4M in investor funding - Investment Executiveinvestmentexecutive.com · Jan 2019Planswell in the Press | Planswellplanswell.com · May 2018Toronto’s Planswell Raises $6.8 Million, Expands Financial Services Nationallybrainstation.io · Jan 2018The Story of Planswellpartners.planswell.com

Frequently asked questions

What does Planswell do?
Planswell offers a free online financial planning service aimed at making financial planning accessible to everyone, working with clients and partner advisors. It operates in the financial planning and fintech space.
Who are Planswell's investors?
Planswell's investors include Feenix Venture Partners LLC.