Democratizing financial planning. With Plannery, anyone can generate a custom, goal-based financial plan in minutes
Business Model:
Revenue: $0
Employees: 1-10
Address:
City: San Francisco
State: California
Zip:
Country: United States
Plannery is a financial planning app targeting the 65% of Americans who have no/limited access to financial planning. Financial anxiety is the # 1 reason for stress in America. Financial planning has proven to help but access is limited to the high net worth audience. With Plannery, we are changing that.
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Announced Date | Company | Transaction | Money Raised |
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Announced Date | Transaction | Number of Investors | Money Raised | Lead Investors | 11/2021 | Equity | $4.1M | 11/2021 | Seed Round | 2 | $4.3M |
NextView Ventures XYZ Venture Capital NextView Ventures XYZ Venture Capital |
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