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Planulife

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Financial planning platform offering autopilot real estate investment solutions.

Overview

Planulife focuses on offering financial planners and advisors a range of solutions designed to improve client management and investment strategies. The platform includes services for real estate transactions, allowing users to engage in buying, selling, and investing in properties. Notable offerings comprise a complimentary realty plan, mortgage evaluation tools, and specific real estate investment opportunities. The primary audience includes individuals interested in achieving financial independence through real estate. Planulife incorporates technology and concierge services to manage the complexities of real estate transactions, while also ensuring compliance and facilitating communication through secure client portals and integrated APIs.

Key facts

Founded
2017
Headquarters
Pickering, Canada

Business model

Contact

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About Planulife

What does Planulife do?

Planulife focuses on offering financial planners and advisors a range of solutions designed to improve client management and investment strategies.

Where is Planulife headquartered?

Planulife is headquartered in Pickering, Canada.

When was Planulife founded?

Planulife was founded in 2017.

Which sector is Planulife in?

Planulife operates in Wealth Technology, part of Financial Technology.

Who are Planulife's competitors?

Companies similar to Planulife include Aspire Investment Group, Inherit Australia, and Grow Nest Egg.