Planwise
Latest round
- Seed
Last raised
- Jan 2013
Total raised
- $0.6M
Investors
- 1
About Planwise
Planwise operates as a financial technology firm focused on enhancing personal financial planning and mortgage management. The company was founded in San Francisco, US, and has undergone strategic changes to refine its service offerings.57 mn from Second Century Ventures.Planwise provides a unique online platform that connects users with tools for personal financial planning and mortgage calculations. Their core services include tailored financial planning tools that allow users to analyze their mortgage options and understand their financial standing better.Planwise generates revenue through a commission-based model, wherein it earns fees when users engage its financial planning services and secure tailored mortgage options. The company primarily operates on a B2C model, ensuring personalized support for clients throughout their financial journeys.Planwise is actively designing new tools to enhance its financial planning services, with a focus on expanding their platform capabilities. The company is looking to enter new geographic markets, particularly targeting regions with growing demand for personal finance management solutions. This strategic direction aims not only to increase user engagement but also to capture a broader audience in the evolving financial technology landscape.
Who invested in Planwise
1 investor across 1 round
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Funding rounds
Seed
Jan 23, 2013
Amount
$0.6M
Investors
Questions about Planwise
Who invested in Planwise?
Planwise has 1 investor 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 Planwise raised?
Planwise has raised 1 venture round. Sign up free to see how much each round raised and the total.
When did Planwise last raise money?
Planwise's most recent round on record is a Seed, in Jan 2013.
What does Planwise do?
Planwise operates as a financial technology firm focused on enhancing personal financial planning and mortgage management.
Where is Planwise headquartered?
Planwise is headquartered in San Francisco, US.
Which VCs invest in companies like Planwise?
Among active investors with capital left to deploy, Andreessen Horowitz, Founders Fund, Accel and Thrive Capital back software companies at Planwise's stage. Their profiles are linked below.
VCs backing software startups at Seed
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