PlanVision
Curated by SignalGoal-based savings app offering personalized financial planning services.
Overview
PlanVision is a personal savings application designed to assist users in establishing and achieving specific financial goals, which can include both short-term objectives, such as vacations, and long-term aspirations, like retirement savings. The application utilizes algorithms to create customized savings plans, suggesting monthly deposit amounts and monitoring user progress. It includes features such as automated transfers, visual indicators of progress, and notifications to help users maintain their savings trajectory. In addition to its savings functionalities, PlanVision provides financial advisory services that offer personalized investment advice and financial planning. The platform targets individuals at different stages of their financial journey, aiming to provide accessible financial guidance to help users navigate personal finance.
Key facts
- Founded
- 2013
- Headquarters
- Minneapolis, United States
- Stage
- Sign up to view
- Industry
- Financial Technology
Business model
- GTM channel
- Sign up to view
- 3 products and services
- Sign up to view
Contact
- Primary office
- Sign up to view
- Phone
- Sign up to view
