# Planswell

## At a glance

| Field | Value |
| --- | --- |
| Category | Financial Planning |
| Type | Solutions Provider |
| Headquarters | Toronto, Ontario, Canada |
| Founded | 2015 |
| Stage | Startup |
| Employees | 11-50 |
| Funding | USD 14.8M total |

## Overview

Planswell is a Canadian fintech company providing free, personalized financial planning to individuals through a digital platform and a network of financial advisors across Canada and the United States. Founded in 2015, the company creates comprehensive financial plans that include retirement projections, debt consolidation strategies, investment recommendations, and insurance needs analysis.

Planswell has raised USD 14.8M in seed and early-stage funding and partners with licensed financial advisors to implement its recommendations, making advice accessible to people who might not otherwise engage a financial planner.

## Links

- Website: <https://planswell.com>
- Directory profile: <https://insurtechlist.com/companies/planswell/>

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*Last updated: 2026\-05\-17*