Less than 3% of people retire on incomes over $60k. For over half, it's under $15k. People need better plans, so we've built the technology to give them away for free. Now everyone can know exactly what they need to do each month to make it.
Location: Canada, Ontario, Toronto
Employees: 11-50
Total raised: $17.8M
Founded date: 2015
Investors 2
| Date | Name | Website |
| - | Plug and P... | plugandpla... |
| - | Feenix Ven... | feenixpart... |
Funding Rounds 3
| Date | Series | Amount | Investors |
| 12.02.2019 | - | $4M | - |
| 07.06.2018 | - | $7M | - |
| 08.01.2018 | - | $6.8M | - |
Mentions in press and media 5
| Date | Title | Description |
| 29.10.2020 | Planswell Announces US Expansion | |
| 12.02.2019 | Planswell Raises $4M | Last month, Canada’s first online financial planning company, Planswell Planswell Founded: 2016 Headquarters: Toronto, Canada Total Funding: $9.74M See full company profile "> , announced it has raised $4m in a venture financing rou... |
| 07.06.2018 | Planswell raises $7 million to develop financial planning platform | Toronto-based Planswell, which allows Canadians to build free financial plans, has raised an additional $7 million in its seed round, bringing its total seed funding to $13.8 million. Planswell raised a $6.8 million seed round in January 20... |
| 08.01.2018 | After building 17,000 financial plans, Toronto’s Planswell raises $6.8 million | Toronto-based Planswell, which allows Canadians to build free financial plans, announced that it’s dropped its waitlist and raised a $6.8 million seed round. The company did not disclose its investors, but said that it includes former senio... |
| - | Planswell | Description Planswell offers free financial planning for everyone. Planswell is a team of smart people working together to change the financial industry for the better. We started by building software that uses proven principles of financia... |