Planswell
Planswell is a cloud-based financial planning company that offers insurance protection and client management solutions to banks and investment firms.
Business Model:
Revenue: $9.5M
Employees: 2-10
Detailed Planswell Information
Geographic Data
Address: 100 Lombard St.
City: Toronto
State: ontario
Zip: M5C 1M3
Country: CA
Financial Info
Stage:
debt financing
Raised Last:
$0
Raised Total:$7M
Social
Metrics
138,602Website Global Rank
588,963Website Monthly Traffic
Twitter Followers
Description
Planswell is a cloud-based financial planning company that offers insurance protection and client management solutions to banks and investment firms.
Contact Phone:
+18442187526
Contact Email:
| Announced Date | Company | Transaction | Money Raised |
|---|
| Announced Date | Transaction | Number of Investors | Money Raised | Lead Investors | 1/2018 | Seed | $6.8M | 7/2022 | Debt Financing | - |
Feenix Venture Partners LLC Feenix Venture Partners LLC |
7/2022 | Debt Financing | 1 | - |
Feenix Venture Partners LLC Feenix Venture Partners LLC |
|---|
| Announced Date | Name | Price |
|---|
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