Planworth

Planworth

Software Development

Toronto, Ontario 1,031 followers

Planworth is a B2B SaaS platform that empowers advisors with the tools to guide a client's wealth journey.

About us

Planworth is a cutting edge B2B SaaS platform for investment advisors and professionals who want to be the trusted guide at every step of a client’s wealth journey. Planworth combines easy-to-use questionnaires and advanced data analytics to put the experience and expertise of a virtual family office at the fingertips of investment advisors and professionals.

Website
http://planworth.co
Industry
Software Development
Company size
2-10 employees
Headquarters
Toronto, Ontario
Type
Privately Held
Founded
2019

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Funding

Planworth 1 total round

Last Round

Pre seed
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