# PlanYear

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

- Industry: Software
- Headquarters: Irvine, US
- Website: www.planyear.ai
- Total disclosed funding: $12M
- Latest round: Seed (Oct 15, 2025)
- Investors on record: 1

## About

PlanYear, Inc. specializes in providing an AI-driven platform tailored for benefits consultants, enhancing efficiency in benefits management through automation and streamlined processes.Founded in 2022 and headquartered in Irvine, US, PlanYear, Inc. focuses on optimizing the benefits lifecycle through technology. The company has raised USD 12.00 mn in Seed funding, led by True Ventures, with the most recent deal occurring on October 15, 2025. The founder’s background and previous ventures are currently not disclosed.PlanYear offers an AI-native platform, BEACON, designed for benefits consultants to enhance operational efficiency throughout the benefits lifecycle. The platform automates key tasks such as data processing and document management, enabling consultants to focus on strategic advisory roles. Core features include Document Intelligence, Workflow Automation, and Smart Plan Comparison, catering primarily to benefits consultants, insurance carriers, and employers across North America.PlanYear generates revenue through a subscription-based model, allowing B2B clients to access its BEACON platform. Clients purchase licenses for various features, with transactions typically structured as annual or monthly subscriptions. The pricing is tailored to meet specific client needs, promoting streamlined operations with ongoing support and updates.With the recent funding of USD 12.00 mn raised in Seed funding on October 15, 2025, PlanYear, Inc. aims to expand its sales team and develop new features that will further reduce manual tasks for benefits consultants. The company is focused on enhancing its platform capabilities while supporting employers and insurance carriers, positioning itself for growth in existing and new markets.

## Funding rounds

- Seed, Oct 15, 2025, $12M — True Ventures

## Investors

- True Ventures (https://capitalatlas.ai/funds/true-ventures) — Seed