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Planswell logo

Planswell

Recent Finacing

Equity

Recent Raise

$4M

Planswell is an online financial planning platform that generates automated lifelong plans, integrates investing, insurance and mortgages, offers month-by-month guidance and access to personal finance experts, and shops products.

Founded 2015
Ontario, Canada
11-50
Private
planswell.com

Highlights

Focus Areas

Finance
Financial Services
FinTech
Insurance
InsurTech

Financials

$10.8M

Total Raised

2

Funding rounds


Team

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See the team members at Planswell.