Planworth
PrivateMomentum
Top 50%
of companies Caplight tracks
Company Overview
Planworth is a financial software company that provides a B2B SaaS platform for investment advisors to generate customized tax, estate, and financial planning insights for their clients.
Sector
FinTech
Verticals
Wealth Management, Vertical SaaS, 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.
Planworth Comparables
Compare Planworth with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Conquest Planning | 81% | |
| Luminary | 81% | |
| FP Alpha | 80% | |
Planworth Funding Rounds
Historical fundraising activity
Planworth Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Graphite Ventures | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- May 17, 2026
Monthly visitors grew 200% MoM, reaching 5.3K.
- Nov 9, 2025
Monthly visitors increased 88% MoM.
Planworth Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
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Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Frequently Asked Questions
Common questions about Planworth's valuation, stock price, and market status.