Founded Year

2015

Stage

Dead | Dead

Total Raised

$13.65M

About Planswell

Planswell is a financial planning platform, where users can answer questions regarding their lifestyle and compensation to create a retirement plan.

Planswell Headquarter Location

100 Lombard Street Suite 400

Toronto, Ontario, M5C 1M3,

Canada

855-752-6793

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Planswell's Products & Differentiation

See Planswell's products and how their products differentiate from alternatives and competitors

  • Free Financial Plans

    This is our consumer offering where anyone in USA and Canada can build their own free financial plan

    Differentiation

    Our plans consider all aspects of your financial picture which includes insurance, mortgages / debt, and investments. This is a true holistic approach vs. most calculators online that focus on a si… 

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    Differentiation

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Research containing Planswell

Get data-driven expert analysis from the CB Insights Intelligence Unit.

CB Insights Intelligence Analysts have mentioned Planswell in 2 CB Insights research briefs, most recently on Apr 19, 2022.

Expert Collections containing Planswell

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

Planswell is included in 3 Expert Collections, including Wealth Tech.

W

Wealth Tech

1,702 items

A category of financial technology that is digitizing & streamlining the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.

F

Financial Wellness

245 items

Track startups and capture company information and workflow.

F

Fintech

3,330 items

Excludes US-based companies

Planswell Patents

Planswell has filed 1 patent.

The 3 most popular patent topics include:

  • Bioinformatics
  • Biological databases
  • Build automation
patents chart

Application Date

Grant Date

Title

Related Topics

Status

11/30/2017

Mathematical optimization, Bioinformatics, Biological databases, Build automation, Financial markets

Application

Application Date

11/30/2017

Grant Date

Title

Related Topics

Mathematical optimization, Bioinformatics, Biological databases, Build automation, Financial markets

Status

Application

Latest Planswell News

08:13 EDT Planswell Attracts 2,000 Applicants with Unbiased Hiring

Mar 17, 2022

News provided by Share this article Toronto-based Planswell offers remote work, performance-based opportunities TORONTO, March 17, 2022 /PRNewswire/ --  Planswell , the financial startup that provides free, actionable financial plans in minutes, today revealed over 2,000 candidates across North America have applied for employment in the first two weeks of March, and over 200 have been onboarded. The company credits a thriving remote culture and an innovative, unbiased hiring process for its ability to attract top talent. "There is a prevailing narrative across all industries that we're experiencing a labor shortage," said Eric Arnold, CEO. "We think it's a respect shortage." Planswell team Continues Arnold, "There are a lot of hard-working people who don't get the chance to rise to their potential because they haven't had the right opportunities or they don't have the right diploma. None of that matters here." Planswell's progressive hiring program offers lucrative sales positions—no previous experience nor resume required. Candidates who wish to participate receive one-to-one daily coaching, weekly access to Planswell executives, and a playbook for success. Rapid promotion is actually achievable and new hires receive a competitive salary, uncapped earnings, and full benefits within 30 days; within 90 days, the base compensation can double. Through this program, Planswell has attracted new team members with diverse backgrounds including executives from other industries, stay-at-home parents, and students. "We've found the traditional interview process is not an accurate indicator of success," says Arnold, "We've created a merit-based approach to hiring that controls bias and allows anyone the opportunity to test working at Planswell and start getting paid on the first day." Launched in Toronto, Planswell has been a fully remote workplace since February 2020. Planswell's team spans six countries with no set working hours, unlimited paid vacation, a clear path for promotion, and a rapidly scaling customer base. The company is proudly committed to meritocracy; their about us page leads with the headline, "We are striving to build the world's safest & most inclusive place to work." About Planswell Planswell is a disruptive financial services company that believes everyone deserves access to the world's most actionable planning experience, for free. Planswell's advisor partners receive training, software, and peer leadership, with the option to receive exclusive prospective clients within their state or province. Currently operating a network of over 2000 advisors in the United States and Canada, Planswell has delivered over half a million free financial plans to consumers. To learn more, visit planswell.com . Available for interviews

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