# Plano

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/plano

- Industry: Financial Services
- Headquarters: Sao Paulo, Brazil
- Website: www.planofp.com.br
- Total disclosed funding: $0.4M
- Latest round: Seed (Feb 8, 2024)
- Investors on record: 6

## About

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. In October 2022, Plan raised venture funding from returning investors Bossanova Investimentos. 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.

## Funding rounds

- Seed, Feb 8, 2024, $0.4M — Bossa Nova Investimentos, Anjos do Brasil, Poli Angels, FEA Angels, Sai do Papel, Quintal Ventures

## Investors

- Bossa Nova Investimentos (https://capitalatlas.ai/funds/bossa-nova-investimentos) — Seed
- Anjos do Brasil (https://capitalatlas.ai/funds/anjos-do-brasil) — Seed
- Poli Angels — Seed
- FEA Angels (https://capitalatlas.ai/funds/fea-angels) — Seed
- Sai do Papel — Seed
- Quintal Ventures (https://capitalatlas.ai/funds/quintal-ventures) — Seed