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Plano

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Online platform offering financial advisory services

Wealth Technologyplanofp.com.br

Overview

Online platform offering financial advisory services. It offers an online chat-based platform for individuals to plan, organize and control their money, pay off debts, save or invest. Users need to schedule a chat with an expert, inform him about their goals and plans for the future, and receive customized plans based on their requirements.

Key facts

Founded
2018
Headquarters
Sao Paulo, Brazil
Stage
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Industry
Financial Technology
Sector
Wealth Technology

Business model

GTM channel
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4 products and services
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Contact

Primary office
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More on Vanberra Signal

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Business overview2 funding rounds · 8 investorsPeople3 peopleSimilar companies481 peers and competitorsDeep AnalysisAI-generated strategic report

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About Plano

What does Plano do?

Online platform offering financial advisory services.

Where is Plano headquartered?

Plano is headquartered in Sao Paulo, Brazil.

When was Plano founded?

Plano was founded in 2018.

Which sector is Plano in?

Plano operates in Wealth Technology, part of Financial Technology.

Who are Plano's competitors?

Companies similar to Plano include BFC Capital, Tranqui, and MyMoneySage.