When was Planswell founded?

Planswell was founded in 2015 and raised its 1st funding round 3 years after it was founded.

Where is Planswell located?

Planswell is headquartered in Toronto, Canada.

How many employees does Planswell have?

As of Aug 31, 2026, the latest employee count at Planswell is 36.

Is Planswell a funded company?

Planswell is a funded company, having raised a total of $17.8M across 3 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on Jan 08, 2018.

When was the latest funding round of Planswell?

Planswell's latest funding was a $***** Seed round on Jan 21, 2019, with participation from 0 investor. Its primary sector is Investment Tech. In Canada, the Investment Tech sector has seen $33.4M in funding in 2026 to date.

Where does Planswell rank among its competitors?

Planswell ranks 5th amongst 211 active competitors, of which 9 are funded. It stands 3rd in terms of total funding among its competitors. The most recent competitor to raise funding was Silvur, which secured $3.75M in Dec, 2025.

Who are the top competitors of Planswell?

Planswell's top competitors include Arta Finance, Silvur and Financial Calculator India. Among them, Silvur secured the most recent funding round in December, 2025.

Planswell - 2026 Company Profile, Team, Funding & Competitors

Company Details

Planswell is an online platform that lets users to create their financial plans (for retirement,debt management, school fees payment etc.) by answering about 40 questions. These includes information about their investments, insurance, and borrowing strategies. User needs to update their financial plan every six months.

Website: planswell.com
Social
Phone Number: +1 **********

Key Metrics

Founded Year

2015

Location

Toronto, Canada

Stage

Seed

Total Funding

$17.8M in 3 rounds

Latest Funding Round

Seed, Jan 21, 2019, $*****

Investors

InsurTech NY & 1 more

Ranked

5^th among 211 active competitors

Employee Count

36 as on Aug 31, 2026

Similar Companies

Arta Finance & 195 more

View Planswell's full profile

Planswell has raised a total funding of $17.8M over 3 rounds. Its first funding round was on Jan 08, 2018. Planswell has 2 institutional investors.

Here is the list of recent funding rounds of Planswell:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Jan 21, 2019	6715393	Seed	7497326	2562013	2769420	1472112
Jun 07, 2018	2911249	Seed	4537169	8940819	5281131	6621947
Jan 08, 2018	2229460	Seed	5965507	1357751	9410992	1147909

Access funding benchmarks and valuations. Sign up today!

View details of Planswell's funding rounds and investors

The founders of Planswell is Eric Rogness.

Here are the details of Planswell's key team members:

Eric Rogness: Founder of Planswell.
Contact Info: 1 email address
Eric J Arnold: CEO of Planswell.

View details of Planswell's Founder profiles and Board Members

Planswell's employee count trend

Planswell has 36 employees as of Aug 26. Here is Planswell's employee count trend over the years:

Uncover Planswell's growth story! Sign up today!

Access Tracxn on any website

Our Google Chrome extension lets you view company details while browsing their websites

Install Tracxn Extension

Top competitors of Planswell include Arta Finance, Silvur and Financial Calculator India. Here is the list of Top 10 competitors of Planswell, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Arta Finance 2021, Mountain View (United States), Series A	Online platform for financial strategies for public and private market investments	$92M	Ribbit Capital, EDBI & 11 others	67/100
2nd	Silvur 2016, Claymont (United States), Series A	App-based retirement planning platform	$3.75M	Point72 Ventures, Next Level Ventures & 2 others	49/100
3rd	Financial Calculator India 2015, Melbourne (Australia), Unfunded	App-based platform for calculating finances	-	-	43/100
4th	PF Balance App 2024, Rajkot (India), Unfunded	Platform that helps to check PF balance and manage EPF	-	-	40/100
5th	Planswell 2015, Toronto (Canada), Seed	Online platform for financial planning	$17.8M	InsurTech NY & 1 others	40/100
6th	Velotax 2020, Sao Paulo (Brazil), Series A	Online tax calculator platform for individuals	$23.2M	Picus Capital, Lupa Capital & 1 others	40/100
7th	Guiide 2013, Bearsden (United Kingdom), Seed	Online financial calculator for pensions	$994K	HS Investments, OpenMoney & 22 others	37/100
8th	Financial Calculators 2012, United States, Unfunded	Provider of financial calculators and related tools for various platforms	-	-	37/100
9th	Enos Tai 2016, Keelung (Taiwan), Unfunded	App-based price calculator for stock and fixed deposits	-	-	36/100
10th	Aiazing 2019, Atlanta (United States), Unfunded	Online platform focused on financial calculator for multiple asset class	-	-	35/100