# Planwise

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

- Industry: Software
- Headquarters: San Francisco, US
- Website: www.planwise.com
- Total disclosed funding: $0.6M
- Latest round: Seed (Jan 23, 2013)
- Investors on record: 1

## About

Planwise is a financial technology company that offers innovative solutions for personal financial planning and mortgage management, helping users make informed decisions about their financial futures.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. The latest funding round was a Seed round in January 2014, where Planwise raised USD 0.57 mn from Second Century Ventures. The company has completed a total of 4 funding deals, with its most recent deal date being January 28, 2014.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. The platform is designed to assist individuals in budgeting, managing investments, and planning for future financial goals, catering primarily to consumers looking for guidance in navigating complex financial decisions.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. Revenue is affected by the range of services offered and the complexity of individual client needs, focusing on enhancing user satisfaction without resorting to aggressive marketing tactics that could detract from the service experience.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. Recent funding will be allocated towards the development of these new tools and market expansion efforts, building on their existing foundational services. This strategic direction aims not only to increase user engagement but also to capture a broader audience in the evolving financial technology landscape.

## Funding rounds

- Seed, Jan 23, 2013, $0.6M — Second Century Ventures

## Investors

- Second Century Ventures (https://capitalatlas.ai/funds/second-century-ventures) — Seed