# Plenty Financial

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/plenty-financial

- Industry: Financial Services
- Headquarters: San Francisco, US
- Website: http://www.withplenty.com
- Total disclosed funding: $5M
- Latest round: Seed (May 9, 2024)
- Investors on record: 8

## About

Based in California, US, and founded in 2022 by Emily Luk and Channing Allen, Plenty Financial, Inc. is a wealth-building and management platform designed for individuals and couples. In May 2023, Plenty Financial, Inc. raised USD 2.75 million in pre-seed funding from investors Inovia Capital, Phenomenal Ventures, thirty5 Ventures, Xtripe Angels, and an individual investor. In May 2024, Plenty Financial, Inc. raised 5 million in seed funding led by Inovia Capital, with participation from Garage Capital, Interplay, and Otherwise Fund.

The company provides millennial couples with a financial platform that allows them to link their bank accounts, invest, and plan their wealth in accordance with their financial objectives. The company provides forecasting, account tracking, Robo-advisors, and cash management services. Additionally, the platform offers customized portfolio management and investments that are suggested for users based on their goals.

The company charges USD 100 per person per year for couples and charges USD 150 per person for individual investors. 

The company intends to use the May 2023 funding for product development and recruitment.

## Funding rounds

- Seed, May 9, 2024, $5M — Inovia Capital, Interplay, Charge Ventures, Garage Capital, Otherwise Fund, Thirty5 Ventures, Phenomenal Ventures, Xtripe Angels

## Investors

- Inovia Capital (https://capitalatlas.ai/funds/inovia-capital) — Seed
- Interplay (https://capitalatlas.ai/funds/interplay) — Seed
- Charge Ventures (https://capitalatlas.ai/funds/charge-ventures) — Seed
- Garage Capital (https://capitalatlas.ai/funds/garage-capital) — Seed
- Otherwise Fund (https://capitalatlas.ai/funds/otherwise-fund) — Seed
- Thirty5 Ventures (https://capitalatlas.ai/funds/thirty5-ventures) — Seed
- Phenomenal Ventures (https://capitalatlas.ai/funds/phenomenal-ventures) — Seed
- Xtripe Angels (https://capitalatlas.ai/funds/xtripe-angels) — Seed