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Planworth Logo
Planworth Growth Score
79
CB Rank
404198
Heat Score
62
Planworth is a B2B SaaS platform that empowers investment advisors and firms with the tools to guide a client's wealth journey.
Founded
obfuscation
PrivatePre-Seed Toronto, Ontario, Canada1-10 www.planworth.co
Financial Services
FinTech
Software
Wealth Management
Overview

Planworth
Growth Score
79
Heat Score
62

Growth Score79
-3 pts
in past quarter
Heat Score 62
3 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Planworth

CB Rank
404198
Planworth is a B2B SaaS platform that empowers investment advisors and firms with the tools to guide a client's wealth journey.
Founded
obfuscation
PrivatePre-Seed Toronto, Ontario, Canada1-10 www.planworth.co
Financial Services
FinTech
Software
Wealth Management

Funding Rounds

Pre-Seed
OBF
in
obfuscation

Key People

Details

Legal Name Planworth Inc.
Operating Status Active
Company Type For Profit
Founders  James A. Fraser, Tarsem Basraon
About the Company
Planworth provides tax planning, financial services, software development, family trees, corporate organization charts, client discovery, portal, estate planning, outlook planning, and insurance services.
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning Platform
A cloud-based platform for creating detailed financial plans using interactive visuals to facilitate client discussions.
Tax and Estate Planning Module
A tool that generates tailored tax and estate planning insights and recommendations based on client-specific data.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials

Company Funding

Number of Funding Rounds 1
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Pre Seed Round - Planworth Logo
Pre Seed Round - Planworth
1
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— Pre-Seed
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Pre Seed Round - Planworth Logo
Pre Seed Round - Planworth
1
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— Pre-Seed
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Pre Seed Round - Planworth Logo
Pre Seed Round - Planworth
1
obfuscation
— Pre-Seed
obfuscation
Pre Seed Round - Planworth Logo
Pre Seed Round - Planworth
1
obfuscation
— Pre-Seed
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Pre Seed Round - Planworth Logo
Pre Seed Round - Planworth
1
obfuscation
— Pre-Seed

Funding Rounds

Number of Funding Rounds 1
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Pre Seed Round - Planworth Logo
Pre Seed Round - Planworth
1
obfuscation
— Pre-Seed
obfuscation
Pre Seed Round - Planworth Logo
Pre Seed Round - Planworth
1
obfuscation
— Pre-Seed
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Pre Seed Round - Planworth Logo
Pre Seed Round - Planworth
1
obfuscation
— Pre-Seed
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Pre Seed Round - Planworth Logo
Pre Seed Round - Planworth
1
obfuscation
— Pre-Seed
obfuscation
Pre Seed Round - Planworth Logo
Pre Seed Round - Planworth
1
obfuscation
— Pre-Seed

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.
Investor Name  
Lead Investor  
Funding Round  
Partners  
Fastbreak Ventures Logo
Fastbreak Ventures
—
Pre Seed Round - Planworth Logo
Pre Seed Round - Planworth
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Fastbreak Ventures Logo
Fastbreak Ventures
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Pre Seed Round - Planworth Logo
Pre Seed Round - Planworth
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Fastbreak Ventures Logo
Fastbreak Ventures
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Pre Seed Round - Planworth Logo
Pre Seed Round - Planworth
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Fastbreak Ventures Logo
Fastbreak Ventures
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Pre Seed Round - Planworth Logo
Pre Seed Round - Planworth
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Fastbreak Ventures Logo
Fastbreak Ventures
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Pre Seed Round - Planworth
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Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 3 Contacts 11

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

3,484
243.93%
 in past month

IT Spend

$76.3KThis year, Planworth is projected to spend $76.3K on IT, according to Aberdeen.

Active Website Tech Count

47Planworth is actively using 47 technologies for its website, according to BuiltWith. These include SSL by Default, Viewport Meta, and  HSTS.
Sub-Organizations
Frequently Asked Questions

Where is Planworth's headquarters? Planworth is located in Toronto, Ontario, Canada.Who invested in Planworth? Planworth is funded by Fastbreak Ventures.When was the last funding round for Planworth? Planworth closed its last funding round on
obfuscation
from a Pre-Seed round.Who are Planworth's competitors? Alternatives and possible competitors to Planworth may include RightCapital, Advyzon, and  Holistiplan.
Who We Are
What We Do
Helpful Links
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