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General Information

Offices

San Francisco
164 Townsend St.
Suite 9
San Francisco, CA, 94107
USA

People

Funding

TOTAL $285k
FUNDING TOTAL $285k
Angel, 11/2011
$60k
Seed, 6/2012
$225k
Venture Round, 1/2014
NATIONAL ASSOCIATION of REALTORS®

Tags

Planwise

Planwise provides personal finance tools and content. These tools help consumers understand how the plans they make today affect their finances in the future, so they can make better decisions.

Recent Milestones

  • Dollar
    Planwise received in Venture Round funding. (1/28/14)
    Posted 1/28/14 at 2:32am via rismedia.com
  • Check
    Planwise added Duy Vo as CTO. (3/1/13)
    Posted 4/10/13 at 12:03pm
  • Check
    Planwise — Planwise released newest tool version since funding (10/1/12)
    Posted 10/18/12 at 10:30am via planwise.com
  • Check
    Planwise — Planwise announced a $200,000 round in seed funding today. Several angel investors participated in the round. (6/8/12)
    Posted 9/11/12 at 1:54pm via finovate.com
  • Dollar
    Planwise received $225k in Seed funding. (6/1/12)
    Posted 4/10/13 at 12:56pm
  • Dollar
    Planwise received $60k in Angel funding. (11/1/11)
    Posted 4/10/13 at 12:04pm
  • Check
    Planwise — Showcase technology at Finovate Fall (9/19/11)
    Posted 11/18/11 at 3:27pm via finovate.com
  • Check
    Planwise added Vincent Turner as Founder. (1/1/11)
    Posted 4/25/11 at 12:47pm

Videos

Above:

Teaser Video

Added: 10/30/13
Above:

Planwise demoing at FinovateFall 2011

Added: 3/17/14

Screenshots

Planwise screenshot
Above: Planwise Screenshot -- #1
Uploaded: 9/17/12
Planwise screenshot Planwise screenshot Planwise screenshot
Planwise screenshot Planwise screenshot Planwise screenshot

Products

Planwise

Add some content to this product

Sources

  1. Citation Needed [add]
  2. Citation Needed [add]
  3. Planwise Receives Investment from National Association of REALTORS®’ Investment Arm (rismedia.com) [edit]
  4. Finovate Attendees (finovate.com) [edit]
    Planwise Lands $200K in Seed Funding (finovate.com) [edit]
    Planwise Blog (blog.planwise.com) [edit]
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Last Edited 4/1/14

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