83
53
Growth Score
4 pts
Heat Score
2 pts
Company Performance Metrics
Score
Trend
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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
Recent Events
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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253903
Planswell is a fintech company that specializes in financial planning and advice services.
Eric Arnold: CEOPast Role: Planswell, Chief Executive Officer
Cody Potapoff: Digital Marketing ManagerPast Role: VidDay, Digital Marketing Manager
About the Company
Planswell is a financial services company. They specialize in financial planning and advice. Their services include personal financial planning, technology, investment advising, online wealth management, insurance planning, and mortgage financing.
