PlannerPal
PrivateLast Round
Seed
Aug 1, 2023
Total Funding Raised
$640,000
Momentum
Top 50%
of companies Caplight tracks
Company Overview
PlannerPal is a business software company that provides an AI-powered workflow platform designed to automate administrative tasks for financial advisers and wealth managers.
Sector
FinTech
Verticals
Wealth Management, Workflow Automation, NLP & Conversational AI, Compliance & Risk, CRM
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
PlannerPal Comparables
Compare PlannerPal with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| AdvisoryAI | 94% | |
| Otto Finance | 91% | |
| Saturn | 88% |
PlannerPal Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Aug 1, 2023 |
PlannerPal Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Ada Ventures | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- May 16, 2026
Grew 55% QoQ from 11 to 17 employees.
- Mar 1, 2026
Monthly visitors increased 31% MoM.
PlannerPal Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about PlannerPal's valuation, stock price, and market status.
Is PlannerPal a public or private company?
PlannerPal is a private company.
What is the current stock price of PlannerPal?
PlannerPal is a private company with no public stock price. No recent secondary market data is available.
How much is PlannerPal worth (valuation)?
Valuation information for PlannerPal is not publicly available.
Can I buy PlannerPal stock?
PlannerPal shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was PlannerPal's last funding round?
PlannerPal's most recent funding round was Seed on August 1, 2023.
Who are the main investors in PlannerPal?
Key investors in PlannerPal include Ada Ventures.
Will PlannerPal IPO soon?
No public IPO plans have been announced for PlannerPal.
How can I track PlannerPal secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor PlannerPal's secondary market activity and sign up for updates.