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ProjectionLab - About the company

ProjectionLab is an unfunded company based in San Francisco (United States), founded in 2021. It operates as a Financial planning and advisory service provider. ProjectionLab has not raised any funding yet. The company has 3071 active competitors, including 224 funded and 203 that have exited. Its top competitors include companies like Dezerv, Nuvama and Farther.

Company Details

Financial planning and advisory service provider. It provides range of services including retirement planning, paying off debt, buying a home, or planning for your children's education. It also allows for testing different strategies, exploring trade-offs, and running simulations to optimize financial plans.
Key Metrics
Founded Year
2021
Location
San Francisco, United States
Stage
Unfunded
Ranked
Employee Count
5 as on Jun 30, 2026
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ProjectionLab's funding and investors

ProjectionLab has not raised any funding rounds yet.

ProjectionLab's founders and board of directors

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ProjectionLab's employee count trend

ProjectionLab has 5 employees as of Jun 26. Here is ProjectionLab's employee count trend over the years:
Employee count trend for ProjectionLab
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ProjectionLab's Competitors and alternates

Top competitors of ProjectionLab include Dezerv, Nuvama and Farther. Here is the list of Top 10 competitors of ProjectionLab, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Dezerv
Dezerv
2021, Mumbai (India), Series C
Wealth management platform offering financial planning and advisory service
$100M
78/100
2nd
Logo for Nuvama
Nuvama
1993, Mumbai (India), Public
Diversified of wealth & asset management services
-
75/100
3rd
Logo for Farther
Farther
2019, New York City (United States), Series D
App-based financial planning and management platform for individuals
$272M
68/100
4th
Logo for Warren
Warren
2014, Porto Alegre (Brazil), Series C
Diversified investment management firm
$105M
68/100
5th
Logo for Pontera
Pontera
2012, New York City (United States), Series C
Tax management solutions for businesses
$160M
68/100
6th
Logo for Origin
Origin
2019, San Francisco (United States), Series B
Financial planning solutions for employees
$68M
66/100
7th
Logo for ET Money
ET Money
2014, Gurugram (India), Acquired
App-based mutual fund investment platform
-
-
63/100
8th
Logo for Compound
Compound
2019, San Francisco (United States), Series B
Wealth and financial management platform
$37.1M
62/100
9th
Logo for Phoenix Group
Phoenix Group
1782, London (United Kingdom), Public
Provider of long-term savings, retirement, and life insurance solutions
-
61/100
10th
Logo for Scottish Widows
Scottish Widows
1815, Edinburgh (United Kingdom), Public
Women bank
-
-
60/100
1723rd
Logo for ProjectionLab
ProjectionLab
2021, San Francisco (United States), Unfunded
Financial planning and advisory service provider
-
-
18/100
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ProjectionLab's Investments and acquisitions

ProjectionLab has made no investments or acquisitions yet.

Reports related to ProjectionLab

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FAQs about ProjectionLab

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