PlannerPal
PrivateLast Round
Seed
Aug 1, 2023
Total Funding Raised
$640,000
Momentum
Top 25%
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, CRM
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 |
|---|---|---|
| AdvisoryAI | 94% | |
| Otto Finance | 91% | |
| Saturn | 88% | |
PlannerPal Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Aug 1, 2023 |
PlannerPal Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Ada Ventures | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- May 16, 2026
Grew 55% QoQ from 11 to 17 employees.
- Mar 1, 2026
Monthly visitors increased 31% MoM.
PlannerPal Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about PlannerPal's valuation, stock price, and market status.