Plannr Technologies Limited
PrivateLast Round
VC Round
Jul 1, 2025
Est. Valuation
$15.2M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Plannr Technologies Limited is a fintech company that provides a customer relationship management (CRM) platform designed for financial advisers, planners, and wealth managers.
Sector
FinTech
Verticals
Wealth Management, CRM, Workflow Automation, Low-Code/No-Code, Financial Data
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Plannr Technologies Limited Comparables
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Plannr Technologies Limited Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| VC Round | Jul 1, 2025 | ||||
| Seed | Jun 20, 2023 |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 24, 2026
Monthly visitors grew 137% MoM, reaching 24.9K.
- Jul 1, 2025
$3.65M round led by Fintel PLC
Plannr Technologies Limited 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 Plannr Technologies Limited's valuation, stock price, and market status.