Plano
Latest round
- Seed
Last raised
- Feb 2024
Total raised
- $0.4M
Investors
- 6
About Plano
Founded in 2017 and based in Sao Paulo, Brazil, Plano Fintech de Educação Financei, doing business as Plano, operates as a financial technology company that provides wealth management planning services and support for businesses and individuals. As of 2023, the firm has served over 10,000 clients with approximately 80,000 consulting hours and over 8,500 customers with active investment plans. The firm offers a digital finance planning platform for individuals and businesses through online and face-to-face coaching services to help customers plan, manage, and handle their money. The platform offers consultancy services and customized savings plans for users with goals like savings, investment, or debt repayment.
Who invested in Plano
6 investors across 1 round
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Funding rounds
Seed
Feb 8, 2024
Amount
$0.4M
Investors
Questions about Plano
Who invested in Plano?
Plano has 6 investors on record across 1 venture round. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has Plano raised?
Plano has raised 1 venture round. Sign up free to see how much each round raised and the total.
When did Plano last raise money?
Plano's most recent round on record is a Seed, in Feb 2024.
What does Plano do?
Founded in 2017 and based in Sao Paulo, Brazil, Plano Fintech de Educação Financei, doing business as Plano, operates as a financial technology company that provides wealth management planning services and support for businesses and individuals.
Where is Plano headquartered?
Plano is headquartered in Sao Paulo, Brazil.
Which VCs invest in companies like Plano?
Among active investors with capital left to deploy, Inception Capital, Iporanga Ventures, SIMMA Capital and Adn.Vc back financial services companies at Plano's stage. Their profiles are linked below.
VCs backing financial services startups at Seed
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