PLANSWELL
Planswell is a financial services company. They specialize in financial planning and advice. Their services include personal financial planning, technology, investment advising, online wealth management, insurance planning, and mortgage financing.
PLANSWELL
Industry:
Finance Financial Services FinTech Insurance InsurTech
Founded:
2015-01-01
Address:
Toronto, Ontario, Canada
Country:
Canada
Website Url:
http://www.planswell.com
Total Employee:
11+
Status:
Active
Contact:
+1 844 218 7526
Technology used in webpage:
IPhone / Mobile Compatible Viewport Meta Domain Not Resolving Euro Apple Mobile Web Clips Icon Google Tag Manager WordPress Google Analytics Content Delivery Network Amazon
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Current Employees Featured
Eric Arnold CEO @ Planswell
CEO
2015-09-01
Cody Potapoff Digital Marketing Manager @ Planswell
Digital Marketing Manager
2021-09-01
Founder
Investors List
Feenix Venture Partners LLC
Feenix Venture Partners LLC investment in Debt Financing - Planswell
Newest Events participated
Official Site Inspections
http://www.planswell.com Semrush global rank: 2.28 M Semrush visits lastest month: 8.72 K
- Host name: 104.26.2.226
- IP address: 104.26.2.226
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
More informations about "Planswell"
About Us | Planswell
At Planswell, we’re here to provide the world’s most actionable financial planning experience to everyone for free. Learn more about our mission, our company, and more. About Us Financial …See details»
Planswell - Free financial plan
Planswell will never ask you for financial account numbers, social security numbers, or other highly sensitive information. Information provided by you is protected with advanced data …See details»
Planswell - Crunchbase Company Profile & Funding
Organization. Planswell . Connect to CRM . Save . Summary. Financials. People. Technology. Signals & News. Similar Companies. ... Planswell is a financial …See details»
Who We Are - Planswell
Everyone who interacts with the Planswell brand must be enthusiastically satisfied with their experience. our values. We're all about making a positive impact on clients, partners, team …See details»
Company Overview - Ivey Business School
Insurance from Planswell with a fee. Planswell also has a direct relationship with Assumption Mutual Life Insurance Co.5 Planswell Mortgage Services: This is a mortgage agent which …See details»
Free personal financial plan - Build yours in just 3 …
“Another option is Planswell, a Toronto tech startup that recently started offering free financial plans online. After collecting information through a brief online questionnaire, the company’s software formulates a financial plan that …See details»
Planswell | Scotiabank Digital Banking Lab - Ivey Business School
Planswell also has a direct relationship with Assumption Mutual Life Insurance Co. [5] Planswell Mortgage Services: This is a mortgage agent which allows users to find lenders through a …See details»
Planswell - LinkedIn
Planswell | 7,994 followers on LinkedIn. Providing the world's most actionable financial planning experience to everyone, for free. | Almost everyone will experience a lifestyle decline in the …See details»
Planswell helps you grow
We don’t sell leads at Planswell. We connect expert advisors and agents with households who have demonstrated an interest in their financial plan. On average, those households have $425,000 in investable assets, earn over …See details»
How does Planswell Create Financial Plans?
Planswell’s process of creating financial plans is a blend of strategic questioning, advanced algorithms, and personalized advisor insights. By starting with detailed information gathering and leveraging technology for analysis, Planswell …See details»
planswell.com Reviews: Is this site a scam or legit?
Planswell.com Review. The Scam Detector website Validator gives planswell.com a medium-risk trust score on the platform: 69.9.It signals that the business is best defined by the following …See details»
How it works | Planswell
Our portfolio manager, Higgins Investment Group Inc. operating as Planswell Portfolios, will ask a series of questions to understand what you expect from your investments and how much risk …See details»
Our Assumptions - How the Best Financial Plans Are Made
When you come to Planswell, you answer several questions and then see your plan. What you don’t see are the millions of calculations we make in the background to optimize your …See details»
Planswell | Build A Plan
Calculate your retirement age, income, and more. Build a plan in 3 minutes and see your retirement age and income, as well as see how your wealth grows over the years. Start now …See details»
Whats the honest review of Planswell? : r/PersonalFinanceCanada
Planswell subs out the portfolio to an investment firm. Honestly, following the CCP method with TD DI, I'm paying 0.47% in fees, and I have a decent handle on my portfolio strategy. In …See details»
Planswell for Advisors
Planswell is one of the best online lead generation tools for financial advisors that I have ever used. They deliver what they promise. Chris B. Love the planning software, love the process, …See details»
What we do - Free financial planning | Planswell
Welcome to Planswell! About us. Who we are What we do. Services. Financial planning. Tools. Monthly Budget Calculator. Resources. Our assumptions Financial planning 101. Blog; Log in; …See details»
What can Planswell do for you? - Feel Better Blog | Planswell
When you join Planswell, you get: That “everything’s under control” feeling. Even if you have your finances under control, there may be a sneaking suspicion that you’re missing out on …See details»
How to Choose the Right Structure for Your Organization: A …
3 days ago But as soon as you’re dealing with hundreds or thousands of staff, departmentalization and formal structures become indispensable. It’s also wise to future-proof: …See details»
Signup Free US - Planswell
Planswell volunteers are the link between a solid financial plan and actually putting that plan into practice. 1. Discovery completed. Our web visitors are curious about their finances, so they …See details»