We are an Australian owned business that specialises in supporting financial advisers. Planiam was created to make the Statements of Advice (SoA's) process easy for advisers so they have more time to do what they do best. Our quality planners are easy to deal with and understand what you need from a Statement of Advice (SoA). We are working to continue to build our business to be the cutting edge provider of choice for Statements of Advice (SoA's)
| Website | http://planiam.com.au |
| Revenue | $3 million |
| Employees | 1 (0 on RocketReach) |
| Founded | 2009 |
| Technologies |
JavaScript
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Google Analytics
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Microsoft Outlook
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| Industry | Financial Services, Finance General, Finance |
| Keywords | Financial Advice Technology, Financial Planning Software, Adviser Technology, Compliance Software, Wealth Management Technology, Financial Planning Automation, Practice Management Software, Digital Advice Tools, Client Onboarding Software, Wealth Tech, Fintech Solutions, Robo Advisor Software, Portfolio Management Software, Investment Management Software, Crm For Financial Advisors |
| Competitors | Atlassian, monday.com, Asana, ClickUp, Wrike, Smartsheet, Tierney Performance, Trello, IDOT +45 more (view full list) |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 52399 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
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Planiam Questions
The Planiam annual revenue was $3 million in 2026.
Planiam is based in Central Coast, New South Wales.
The NAICS codes for Planiam are [52, 52399, 523, 5239].
The SIC codes for Planiam are [62, 628].
