Plannery
PrivateLast Round
Seed
Dec 8, 2021
Total Funding Raised
$4.4M
Company Overview
Plannery operates in FinTech and is based in Palo Alto, California. Its latest recorded funding round was a Seed round in December 2021.
Plannery is a financial technology company that has developed a financial wellness platform designed to upscale monetary outcomes for healthcare professionals.
Sector
FinTech
Verticals
Lending & Credit, Personal Finance, HR
Business Model
B2B2C
Customer Profile
Payment Processing Fee, Subscription SaaS, Revenue Share
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Plannery Comparables
Compare Plannery with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| FinFit | 80% | |
| Kashable | 77% | |
| Brightside | 76% |
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Plannery Funding Rounds
Historical fundraising activity
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Plannery Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Simplex Ventures | Seed |
| XYZ Venture Capital | Seed |
| NextView Ventures | Seed |
| Green Egg Ventures | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Dec 8, 2021
Raised $4.4M from NextView Ventures and others.
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Plannery 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.
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Frequently Asked Questions
Common questions about Plannery's valuation, stock price, and market status.
Is Plannery a public or private company?
Plannery is a private company.
What is the current stock price of Plannery?
Plannery is a private company, so its shares have no public market price. Caplight tracks Plannery's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Plannery worth (valuation)?
Valuation information for Plannery is not publicly available.
Can I buy Plannery stock?
Plannery shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Plannery's last funding round?
Plannery's most recent funding round was Seed on December 8, 2021.
Who are the main investors in Plannery?
Key investors in Plannery include Simplex Ventures, XYZ Venture Capital, NextView Ventures, Green Egg Ventures.
Will Plannery IPO soon?
No public IPO plans have been announced for Plannery.
How can I track Plannery secondary market activity?
Caplight tracks bids, offers, and trades in Plannery's shares on secondary markets.