Planworth is a cutting edge B2B SaaS platform for investment advisors and professionals who want to be the trusted guide at every step of a client’s wealth journey. Planworth combines easy-to-use questionnaires and advanced data analytics to put the experience and expertise of a virtual family office at the fingertips of investment advisors and professionals.
View Top Employees from PlanworthWebsite | http://planworth.co |
Employees | 14 (11 on RocketReach) |
Founded | 2019 |
Address | 180 Bloor St W, Suite 904, Toronto, Ontario M5S 2V6, CA |
Technologies |
JavaScript,
HTML,
PHP
+12 more
(view full list)
|
Industry | Software Development |
Looking for a particular Planworth employee's phone or email?
Hai Hoang is the CTO of Planworth.
11 people are employed at Planworth.
Planworth is based in Toronto, Ontario.