Plenty - About the company
Plenty is an acquired company based in San Francisco (United States), founded in 2022 by Emily Luk Allen. It operates as an AI-driven robo advisory platform for couples. Plenty has raised $7.75M in funding from Inovia Capital and Phenomenal Ventures. The company has 154 active competitors, including 36 funded and 11 that have exited. Its top competitors include companies like Wealthfront, Betterment and Stash.
Company Details
AI-driven robo advisory platform for couples. The platform creates shared goal-based investment portfolios. It also provides cash management. It enables to communicate users priorities, and they will choose to invest in or refrain from investing in businesses that share their values while maintaining diversification. Users can plan, track, and invest from one place.
- Website
- www.withplenty.com/
- Email ID
- *****@withplenty.com
Key Metrics
Founded Year
2022
Location
San Francisco, United States
Stage
Acquired
Total Funding
$7.75M in 2 rounds
Latest Funding Round
Investors
Ranked
18th among 154 active competitors
Employee Count
1 as on Jun 30, 2026
Similar Companies
Exit Details
Acquired by Wealthsimple (Apr 10, 2025)
Plenty's acquisition details
Plenty got acquired by Wealthsimple on Apr 10, 2025.
Click here to take a look at Plenty's acquisition in detail
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Plenty's funding and investors
Plenty has raised a total funding of $7.75M over 2 rounds. Its first funding round was on May 23, 2023. Its latest funding round was a Seed round on May 09, 2024 for $*****. 10 investors participated in its latest round. Plenty has 9 institutional investors and 2 angel investors.
Here is the list of recent funding rounds of Plenty:
Date of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
May 09, 2024 | 4768598 | Seed | 8401799 | 7929098 | 5452316 | 9739258 |
May 23, 2023 | 2304236 | Seed | 5892197 | 7346707 |
View details of Plenty's funding rounds and investors
Plenty's founders and board of directors
Founder? Claim ProfileThe founders of Plenty is Emily Luk Allen.
Here are the details of Plenty's key team members:
- Emily Luk Allen: Former Co-Founder of Plenty. Contact Info: 1 email address
View details of Plenty's Founder profiles and Board Members
Plenty's employee count trend
Plenty has 1 employees as of Jun 26. Here is Plenty's employee count trend over the years:
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Plenty's Competitors and alternates
Top competitors of Plenty include Wealthfront, Betterment and Stash. Here is the list of Top 10 competitors of Plenty, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Wealthfront 2008, Palo Alto (United States), Public | Robo advisor and financial planning platform | $205M | 75/100 | |
2nd | Betterment 2010, New York City (United States), Series F | App-based automated investment and retirement planning platform | $335M | 75/100 | |
3rd | Stash 2015, New York City (United States), Acquired | Automated investment and robo-advisory platform | $747M | 74/100 | |
4th | M1 Finance 2015, Chicago (United States), Series E | Provider of an investment and lending platform for securities | $333M | 73/100 | |
5th | Pogo 2020, New York City (United States), Series A | App-based platform offering rewards for multi-category products | $32M | 67/100 | |
6th | Ellevest 2014, New York City (United States), Acqui-Hired | App-based automated investment platform for women | $155M | 67/100 | |
7th | BrightPlan 2016, San Jose (United States), Series B | Goal-based robo advisoy platform | $48.1M | 64/100 | |
8th | SigFig 2011, San Francisco (United States), Series E | Intelligent financial solutions and personalized advice for enterprises and individual investors | $117M | 63/100 | |
9th | Powder 2023, Los Altos (United States), Seed | Provider of generative AI co-pilot for wealth advisors | $5.5M | 59/100 | |
10th | VRGL 2021, Dallas (United States), Series A | Provider of a platform for wealth management firms to grow | $25.3M | 56/100 | |
18th | Plenty 2022, San Francisco (United States), Acquired | AI-driven robo advisory platform for couples | $7.75M | 42/100 |
Looking for more details on Plenty's competitors? Click here to see the top ones
Plenty's Investments and acquisitions
Plenty has made no investments or acquisitions yet.
Reports related to Plenty
Here is the latest report on Plenty's sector:
News related to Plenty
Media has covered Plenty for 1 event in last 1 year.
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•
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Wealthtech Plenty Raises $5 Million Seed RoundCrowdfund Insider•May 10, 2024•Plenty, Inovia Capital, Garage Capital, Charge Ventures and 4 others
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Plenty secures $2.75m to revolutionise wealth creation for modern couplesFintech•May 24, 2023•Plenty, Inovia Capital, 35V, Phenomenal Ventures and 2 others
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Plenty’s new wealth-building app targets couples blending financesTechCrunch+•May 23, 2023•Plenty, Even
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