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Plannr Technologies Logo
Plannr Technologies Growth Score
1
CB Rank
429950
Heat Score
46
Plannr Technologies is a CRM designed specifically for financial advice professionals and planners.
Founded
obfuscation
PrivateSeed Waterlooville, Hampshire, United Kingdom11-50 plannrcrm.com/
CRM
Finance
FinTech
Professional Services
Overview

Plannr Technologies
Growth Score
1
Heat Score
46

Growth Score1
-41 pts
in past quarter
Heat Score 46
-12 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Plannr Technologies

CB Rank
429950
Plannr Technologies is a CRM designed specifically for financial advice professionals and planners.
Founded
obfuscation
PrivateSeed Waterlooville, Hampshire, United Kingdom11-50 plannrcrm.com/
CRM
Finance
FinTech
Professional Services

Funding Rounds

Seed
OBF
in
obfuscation

Details

Legal Name Plannr Technologies Limited
Operating Status Active
Company Type For Profit
Phone Number +44 23 9438 7733
Contact Email info@plannrcrm.com
Predictions & Insights

Growth Insight

See this Growth Insight
Plannr Technologies is
Lorem
 to be growing
Top Contributing Factors
Financial Growth

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Growth Insight

Products & Services

Plannr CRM
A cloud-based CRM designed for financial advisers and planners to manage client data, tasks, workflows, and document generation securely.
Automation Engine
A tool within Plannr CRM that automates business processes by triggering predefined activities based on client data or events.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials

Company Funding

Number of Funding Rounds 1
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
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Seed Round - Plannr Technologies Logo
Seed Round - Plannr Technologies
1
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FintelSeed
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Seed Round - Plannr Technologies Logo
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Seed Round - Plannr Technologies Logo
Seed Round - Plannr Technologies
1
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FintelSeed
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Seed Round - Plannr Technologies Logo
Seed Round - Plannr Technologies
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Seed Round - Plannr Technologies Logo
Seed Round - Plannr Technologies
1
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FintelSeed

Funding Rounds

Number of Funding Rounds 1
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Seed Round - Plannr Technologies Logo
Seed Round - Plannr Technologies
1
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FintelSeed
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Seed Round - Plannr Technologies Logo
Seed Round - Plannr Technologies
1
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FintelSeed
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Seed Round - Plannr Technologies Logo
Seed Round - Plannr Technologies
1
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FintelSeed
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Seed Round - Plannr Technologies Logo
Seed Round - Plannr Technologies
1
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Seed Round - Plannr Technologies Logo
Seed Round - Plannr Technologies
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FintelSeed

Investors

Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 10
News

News and Press

News•Aug 2, 2024
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News•Sep 19, 2023
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

7,096
-41.95%
 in past month

IT Spend

$200.5KThis year, Plannr Technologies is projected to spend $200.5K on IT, according to Aberdeen.

Active Website Tech Count

72Plannr Technologies is actively using 72 technologies for its website, according to BuiltWith. These include Viewport Meta, SSL by Default, and  IPhone / Mobile Compatible.
Sub-Organizations
Frequently Asked Questions

Where is Plannr Technologies's headquarters? Plannr Technologies is located in Waterlooville, Hampshire, United Kingdom.Who invested in Plannr Technologies? Plannr Technologies is funded by Fintel.When was the last funding round for Plannr Technologies? Plannr Technologies closed its last funding round on
obfuscation
from a Seed round.Who are Plannr Technologies's competitors? Alternatives and possible competitors to Plannr Technologies may include Twenty7Tec, IRESS, and  Intelliflo.
Who We Are
What We Do
Helpful Links
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