Plannery Overview
- Year Founded
-
2018
- Status
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Private
- Employees
-
9
- Latest Deal Type
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Later Stage VC
- Investors
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5
Plannery General Information
Description
Developer of a financial wellness platform designed to upscale monetary outcomes for healthcare professionals. The company offers an application that consolidates multiple debts and makes automatic payments, along with qualifying individuals with low credit scores, enabling healthcare experts to eliminate debt, plan, and save for their future.
Contact Information
Website
www.planneryapp.comCorporate Office
- 3790 El Camino Real
- Unit 529
- Palo Alto, CA 94306
- United States
Corporate Office
- 3790 El Camino Real
- Unit 529
- Palo Alto, CA 94306
- United States
Plannery Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 3. Later Stage VC | 01-May-2024 | Completed | Generating Revenue | |||
| 2. Accelerator/Incubator | Completed | Generating Revenue | ||||
| 1. Seed Round | 07-Dec-2021 | $4.13M | $4.13M | Completed | Generating Revenue |
Plannery Cap Table
| Stock | # of Shares Authorized |
Par Value | Dividend Rate (%) | Original Issue Price |
Liquidation | Liquidation Pref. Multiple |
Conversion Price | % Owned |
|---|---|---|---|---|---|---|---|---|
| Seed-1 | ||||||||
| Seed |
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Plannery Related Research & Analysis
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Key Data Points
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Majestic Referring Domains
Plannery Investors (5)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds |
|---|---|---|---|---|
| Green Egg Ventures | Venture Capital | Minority | ||
| Simplex Ventures | Venture Capital | Minority | ||
| XYZ Venture Capital | Venture Capital | Minority | ||
| NextView Ventures | Venture Capital | Minority | ||
| Fulcrum Ventures | Accelerator/Incubator |
Plannery FAQs
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When was Plannery founded?
Plannery was founded in 2018.
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Where is Plannery headquartered?
Plannery is headquartered in Palo Alto, CA.
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What is the size of Plannery?
Plannery has 9 total employees.
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What industry is Plannery in?
Plannery’s primary industry is Specialized Finance.
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Is Plannery a private or public company?
Plannery is a Private company.
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What is Plannery’s current revenue?
The current revenue for Plannery is .
-
How much funding has Plannery raised over time?
Plannery has raised $4.13M.
-
Who are Plannery’s investors?
Green Egg Ventures, Simplex Ventures, XYZ Venture Capital, NextView Ventures, and Fulcrum Ventures have invested in Plannery.
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