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
CRM, Wealth Management, Workflow Automation, Low-Code/No-Code
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
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 Plannr Technologies Limited's valuation, stock price, and market status.
Is Plannr Technologies Limited a public or private company?
Plannr Technologies Limited is a private company.
What is the current stock price of Plannr Technologies Limited?
Plannr Technologies Limited is a private company, so its shares have no public market price. Caplight tracks Plannr Technologies Limited's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Plannr Technologies Limited worth (valuation)?
Plannr Technologies Limited's valuation is estimated at $15.2M based on funding round data.
Can I buy Plannr Technologies Limited stock?
Plannr Technologies Limited shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Plannr Technologies Limited's last funding round?
Plannr Technologies Limited's most recent funding round was VC Round on July 1, 2025.
Who are the main investors in Plannr Technologies Limited?
Investor information for Plannr Technologies Limited is not publicly disclosed.
Will Plannr Technologies Limited IPO soon?
No public IPO plans have been announced for Plannr Technologies Limited.
How can I track Plannr Technologies Limited secondary market activity?
Caplight tracks bids, offers, and trades in Plannr Technologies Limited's shares on secondary markets.