/Companies

Planswell

1 known investors

Find your way into Planswell

Sign up to see every warm intro you have to Planswell

  • Paths you didn't know you had: your email and LinkedIn already hold routes to the Planswell team. We find them for you
  • 2nd- and 3rd-degree connections: the friend-of-a-friend routes that take hours to manually find through your inbox or LinkedIn
  • Answers now, not in days: momentum is everything in a raise. Skip asking around whether someone knows someone

Days of research, done the moment you sign in, with every route ranked by how warm it is.

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.

Investors · 1

In the news

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.