Plain (Financial Software) Overview

  • Status
  • Private

  • Latest Deal Type
  • Angel

  • Latest Deal Amount
  • $316K

  • Investors
  • 1

Plain (Financial Software) General Information

Description

Developer of a digital advisory platform designed to extend advisory services to a broader client base. The company offers artificial intelligence (AI) driven advisory agents for financial planning, tax planning, and estate planning, designed for integration with business-to-business (B2B) financial consultancy operations, enabling clients to access structured financial guidance at lower entry thresholds, receive consistent planning support, and improve decision-making.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Angel-Backed
Corporate Office
  • Sao Paulo
  • Brazil
Primary Industry
Financial Software
Other Industries
Other Financial Services
Vertical(s)
Artificial Intelligence & Machine Learning, FinTech
Corporate Office
  • Sao Paulo
  • Brazil

Want detailed data on 11M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Plain (Financial Software) Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
1. Angel (individual) 17-Dec-2025 $316K Completed Generating Revenue
To view Plain (Financial Software)’s complete valuation and funding history, request access »

Plain (Financial Software) Investors (1)

Investor Name Investor Type Holding Investor Since Participating Rounds
Urca Angels Angel Group Minority
To view Plain (Financial Software)’s complete investors history, request access »

Ready to get started?

Request a free trial

Plain (Financial Software) FAQs

  • Where is Plain (Financial Software) headquartered?

    Plain (Financial Software) is headquartered in Sao Paulo, Brazil.

  • What industry is Plain (Financial Software) in?

    Plain (Financial Software)’s primary industry is Financial Software.

  • Is Plain (Financial Software) a private or public company?

    Plain (Financial Software) is a Private company.

  • What is Plain (Financial Software)’s current revenue?

    The current revenue for Plain (Financial Software) is .

  • How much funding has Plain (Financial Software) raised over time?

    Plain (Financial Software) has raised $316K.

  • Who are Plain (Financial Software)’s investors?

    Urca Angels has invested in Plain (Financial Software).

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read more

  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process