PlanPlus Global Overview

  • Founded
  • 1990
  • Status
  • Acquired/​Merged
  • Employees
  • 40
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1
  • Investments
  • 1

PlanPlus Global General Information


Developer of financial planning software designed to provide clients with a robust investment tracking tool. The company's software includes an academically validated risk profiling process and a globally scalable financial planning system, ensuring investors remain suitably invested over time.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Financial Software
Other Industries
Consulting Services (B2B)
Parent Company
Primary Office
  • 411 Richmond Street East
  • Suite 203
  • Toronto, Ontario M5A 3S5
  • Canada
+1 (705) 000-0000
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PlanPlus Global Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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PlanPlus Global Executive Team (4)

Name Title Board Seat Contact Info
Alan Brousseau President
Meseret Goodsell Finance Manager
Paul Resnik Executive Director
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PlanPlus Global Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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PlanPlus Global Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000000000 01-Aug-2017 000000000000000000 Financial Software 00000 0000000
To view PlanPlus Global’s complete acquisitions history, request access »

PlanPlus Global Subsidiaries (1)

Company Name Industry Location Founded
00000000000 Financial Software Sydney, Australia 0000
To view PlanPlus Global’s complete subsidiaries history, request access »