PlannerPal
plannerpal.co.uk
AIFintech
PlannerPal automates administrative tasks for financial advisers, including generating meeting notes, documents, and CRM updates. This service aims to save time, improve compliance, and enhance client relationships.
Founded
2014
Total Funding
$1M+
Total Rounds
1
First Raise
Oct 7, 2026
Latest Raise
Oct 7, 2026
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All Funding Rounds
| Date | Deal Type | Amount | Lead Investor |
|---|---|---|---|
| 10/7/2026 | |||
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