PlannerPal
PrivateLast Round
Seed
Oct 7, 2026
Total Funding Raised
$6.64M
Momentum
Top 1%
of companies Caplight tracks
Company Overview
PlannerPal is a business software company that provides an AI-powered workflow platform designed to automate administrative tasks for financial advisers and wealth managers.
Sector
FinTech
Verticals
Wealth Management, Workflow Automation, NLP & Conversational AI, Compliance & Risk, Document Management
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
PlannerPal Comparables
Compare PlannerPal with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Automwrite Ltd | 93% | |
| AdvisoryAI | 91% | |
| Otto Finance | 89% |
PlannerPal Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Oct 7, 2026 | ||||
| Seed | Aug 1, 2023 |
PlannerPal Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Ada Ventures | Seed |
| Mercia Ventures | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Oct 7, 2026
$6M round led by Mercia Ventures.
- May 16, 2026
Grew 55% QoQ from 11 to 17 employees.
Recent news
Latest coverage and updates
- partners_withOct 20, 2026
PlannerPal partners with Twenty7tec so mortgage advisers access its AI note-taking technology within the ADVICE CRM in United Kingdom on Oct 20th '26.
- integrates_withOct 20, 2026
PlannerPal and Twenty7tec indicate they intend to deepen their integration, which lets users capture client meetings, generate templated documents, and upload them into ADVICE.
- receives_financingOct 8, 2026
PlannerPal receives $6M in financing on Oct 7th '26
- integrates_withOct 8, 2026
PlannerPal integrates with Plannr Technologies Ltd
- integrates_withOct 8, 2026
PlannerPal integrates with Intelliflo
PlannerPal Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about PlannerPal's valuation, stock price, and market status.
Is PlannerPal a public or private company?
PlannerPal is a private company.
What is the current stock price of PlannerPal?
PlannerPal is a private company, so its shares have no public market price. Caplight tracks PlannerPal's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is PlannerPal worth (valuation)?
Valuation information for PlannerPal is not publicly available.
Can I buy PlannerPal stock?
PlannerPal shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was PlannerPal's last funding round?
PlannerPal's most recent funding round was Seed on October 7, 2026.
Who are the main investors in PlannerPal?
Key investors in PlannerPal include Ada Ventures, Mercia Ventures.
Will PlannerPal IPO soon?
No public IPO plans have been announced for PlannerPal.
How can I track PlannerPal secondary market activity?
Caplight tracks bids, offers, and trades in PlannerPal's shares on secondary markets.