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EasyPlan

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Personal expense aggregation platform simplifying saving and investing for users.

Overview

EasyPlan is a personal expense aggregation platform that consolidates financial transactions from various sources, including bank accounts, credit cards, loans, and investments. This aggregation provides users with a comprehensive view of their financial status, which aids in tracking and analyzing spending patterns. The platform features automated categorization of expenses, custom alerts, and insights designed to assist users in monitoring their financial health and managing their budgets. Aimed at individuals interested in saving and investing with minimal risk, EasyPlan's mobile app facilitates investment management and allows for instant withdrawals. The company collaborates with Jupiter Money to enhance its services, supporting users in pursuing their financial goals.

Key facts

Founded
2017
Headquarters
Mumbai, India

Business model

Contact

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About EasyPlan

What does EasyPlan do?

EasyPlan is a personal expense aggregation platform that consolidates financial transactions from various sources, including bank accounts, credit cards, loans, and investments.

Where is EasyPlan headquartered?

EasyPlan is headquartered in Mumbai, India.

When was EasyPlan founded?

EasyPlan was founded in 2017.

Which sector is EasyPlan in?

EasyPlan operates in Personal Finance Management, part of Financial Technology.

Who are EasyPlan's competitors?

Companies similar to EasyPlan include Wesabe, Snoop, and Outbank.