PlanWell Overview

  • Founded
  • 2002

  • Status
  • Private

  • Latest Deal Type
  • Buyout/​LBO

  • (Cancelled)
  • Financing Rounds
  • 1

PlanWell General Information


Provider of brokerage, investment & management consultancy services. The company is a professional services firm with expertise focused on workplace management services. It has core expertise in asset decommissioning, furniture planning, move planning, space planning, and construction management (tenant build-out) and asset management.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Formerly PE-Backed
Primary Industry
Consulting Services (B2B)
Other Industries
Other Commercial Services
Primary Office
  • 1981 North Broadway
  • Suite 385
  • Walnut Creek, CA 94596
  • United States
+1 (925) 000-0000

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PlanWell Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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PlanWell Executive Team (1)

Name Title Board Seat Contact Info
Brain Trimble Founder & Principal
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