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
Email Addresses:
[email protected]
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
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: 104.26.3.226
- IP address: 104.26.3.226
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
More informations about "Planswell"
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»
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 - Crunchbase Company Profile & Funding
Organization. Planswell . Connect to CRM . Save . Summary. Financials. People. Technology. Signals & News. Similar Companies. ... Planswell is a financial services company. They specialize in financial planning and advice. Their …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»
Planswell | Scotiabank Digital Banking Lab - Ivey Business School
Jan 9, 2020 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 …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 is appropriate for you to take. This information …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»
14 Misconceptions About Planswell
“Planswell is for advisors new to the industry.” A factoid that may surprise you: over 50% of Planswell partners have been working in the industry over 10 years . Many of us had the preconceived notion that a financial planning practice is …See details»
Planswell Announces US Expansion - PR Newswire
Oct 29, 2020 About Planswell Planswell uses proprietary technology to create the most accessible and actionable financial plans in the world, absolutely free. To learn more, visit planswell.com.See details»
Five years after Planswell closed, version 2.0 is expanding
Mar 7, 2024 Fast forward to 2024 and Planswell 2.0 appears to be doing well with partnerships with more than 8,000 financial advisors and insurance agents in Canada and the United States and more than one million households using its …See details»
Planswell
Planswell is a small but mighty company that is passionate about financial planning and advice. Our mission is to create a world where everyone has access to financial education and piece …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 …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»
What can Planswell do for you?
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»
Free personal financial plan - Build yours in just 3 minutes
“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 …See details»
Welcome to Planswell
Welcome to the Next Phase of Onboarding with Planswell! You've made a great choice by joining the Planswell Platform, and now it's time to harness the full power of our innovative tools. To …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»
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»
Investments and wealth management - Build your wealth - Planswell
Maintaining a financial plan with Planswell is always free. Whomever you choose to manage your money, or even if you direct your own investments, there will be costs. Please be sure to ask …See details»