Almost everyone will experience a lifestyle decline in the future because good financial planning has always been reserved for the wealthiest of the wealthy. We've created hundreds of thousands of free financial plans for consumers so they can know exactly what to do, each month, to maintain their lifestyle in retirement.
| Website | http://www.planswell.com |
| Revenue | $29.4 million |
| Funding | $13.8 million |
| Employees | 36 (31 on RocketReach) |
| Founded | 2015 |
| Address | 100 College St Ste 150, Toronto, Ontario M5G 1L5, CA |
| Phone | +1 844-218-7526 |
| Technologies |
JavaScript
,
HTML
,
PHP
+52 more
(view full list)
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| Industry | Financial Services, Finance, Investment Banking, Personal Financial Planning, Technology, FinTech, Investment Advising, Insurance, Online Wealth Management, Lending, Insurance Planning, Software, Mortgage Financing, Wealth Management |
| Web Rank | 1 Million |
| Keywords | My.Planswell.Ca, Planswell Retirement Calculator |
| Competitors | Wealthsimple, Betterment, Personal Capital, Acorns, SmartAsset, Ellevest, Stash, Truebill, SoFi, Trade Republic +24 more (view full list) |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
Looking for a particular Planswell employee's phone or email?
Planswell Questions
The Planswell annual revenue was $29.4 million in 2026.
Jessica Martin is the VP of Revenue of Planswell.
31 people are employed at Planswell.
Planswell is based in Toronto, Ontario.
The NAICS codes for Planswell are [523, 5239, 52393, 52].
The SIC codes for Planswell are [62, 628].
Top Planswell Employees
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Jessica Martin
VP of Revenue at Planswell
United States1 -
Benjamin Nau
Head of Marketing at Planswell
Wheaton, IL, US23 -
Abdullah Hussain
Planning Product Lead at Planswell
Toronto, ON, CA1 -
Paul Bae
Manager, Partner Success at Planswell
Toronto, ON, CA3 -
Swapnil Darekar
Sales Operations Consultant at Planswell
Mississauga, ON, CA -
Corey Small
Head of Sales at Planswell
St. Catharines, ON, CA12 -
Erika Benoit
Account Executive at Planswell
Toronto, ON, CA22 -
William Pierce
Account Executive at Planswell
Fort Worth, TX, US22
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