P
Planswell
This startup offers an online financial planning platform that provides personalized retirement strategies through detailed evaluations of clients' financial situations and goals. By integrating services such as mortgages, investments, insurance, and wealth management, it enables users to effectively plan their investments and maintain their desired lifestyle in retirement.
Traction –/10
Toronto, Canada · HQ
- Applications
- Enterprise Software
- Financial Technology
- Software Only
Updated 5 months ago
Funding
Raised to date
$14.8MRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Funding rounds are not available yet.
Founders
Founder details are not available yet.
Product
Features
- This startup offers an online financial planning platform that provides personalized retirement strategies through detailed evaluations of clients' financial situations and goals. By integrating services such as mortgages, investments, insurance, and wealth management, it enables users to effectively plan their investments and maintain their desired lifestyle in retirement.