Planworth
PrivateMomentum
Top 10%
of companies Caplight tracks
Company Overview
Planworth operates in FinTech and is based in Toronto. It was founded in 2019.
Planworth is a financial software company that provides a B2B SaaS platform for investment advisors to generate customized tax, estate, and financial planning insights for their clients.
Sector
FinTech
Verticals
Wealth Management, Vertical SaaS, Investment Platforms
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Planworth Comparables
Compare Planworth with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Maxomsoft Innovations | 82% | |
| Conquest Planning | 81% | |
| Luminary | 81% |
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Planworth Funding Rounds
Historical fundraising activity
Key People
Founding team and executive leadership
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Planworth Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Graphite Ventures | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Nov 2, 2026
Open roles increased from 0 to 3, representing 25% of headcount.
- Sep 12, 2026
Monthly visitors grew 46% MoM.
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Planworth 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 Planworth's valuation, stock price, and market status.
Is Planworth a public or private company?
Planworth is a private company.
What is the current stock price of Planworth?
Planworth is a private company, so its shares have no public market price. Caplight tracks Planworth's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Planworth worth (valuation)?
Valuation information for Planworth is not publicly available.
Can I buy Planworth stock?
Planworth shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Planworth's last funding round?
Funding round information for Planworth is not publicly available.
Who are the main investors in Planworth?
Key investors in Planworth include Graphite Ventures.
Will Planworth IPO soon?
No public IPO plans have been announced for Planworth.
How can I track Planworth secondary market activity?
Caplight tracks bids, offers, and trades in Planworth's shares on secondary markets.