Planswell
Curated by SignalFinancial planning platform offering free services and expert advisor access.
Overview
Planswell operates in the fintech sector by offering solutions for financial planners and advisors that aim to improve the accessibility of financial planning services. The platform includes various products such as free financial plans, retirement age predictions, debt consolidation recommendations, and insurance advice, primarily targeting individuals in Canada and the United States. Planswell collaborates with financial advisors to provide a comprehensive approach to financial management, enabling users to receive expert advice and tailored strategies. The platform highlights security and privacy, and its free service model seeks to address common barriers to financial planning, allowing users to make informed decisions regarding their financial futures.
Key facts
- Founded
- 2015
- Headquarters
- Toronto, Canada
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 6 products and services
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Contact
- Primary office
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- Phone
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