Plannix Inc. is a wealth technology company dedicated to developing a goals-based financial planning platform tailored for individual investors. The firm focuses on leveraging technology to help individuals achieve their financial goals through personalized planning and investment strategies.
Plannix Inc.'s platform offers unique value by integrating comprehensive financial planning tools with user-friendly interfaces, making it accessible for a wide range of investors. The company's commitment to innovation and user-centric design sets it apart in the wealth tech sector, providing valuable resources for individual investors seeking to optimize their financial futures.
Quick Facts
Who are Plannix's competitors?
Companies similar to Plannix include Seeds, BudgetSimple, Zestefy and OneDigitalTrust.
When was Plannix founded?
Plannix was founded in 2022.
Where is Plannix's headquarters located?
Plannix's headquarters is located in Milan, IT.
When was Plannix's last funding round?
Plannix's most recent funding round was for $500k (USD) in July 2023.
How much disclosed funding has Plannix raised?
As of Jul 1, 2023, Plannix has disclosed funding of $500k (USD). Undisclosed round amounts are excluded.
How many employees does Plannix have?
Plannix has 5 employees as of Feb 4, 2024.
Classification
- Technology
- Model
- Revenue
- Customer
- Tags
- Also Known As
- Plannix Inc.
- Headquarters
- Via Leopardi, 7
- Milan, 20123
- IT
- SEC CIK
- 0001989943
- EIN
- 38-4236770
- NAICS
- 520000Finance and Insurance
- SIC
- 6000Depository Institutions
- Industry
- —Financial Services Companies
- —Financial Technology Companies
- —Payment Service Providers
Show 9 more industry codes
- NAICS
- 522000Credit Intermediation and Related Activities
- 522300Activities Related to Credit Intermediation
- 522320Financial Transactions Processing, Reserve, and Clearinghouse Activities
- SIC
- 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
- 8700Engineering, Accounting, Research, Management, And Related Services
- 6280Services Allied With The Exchange Of Securities Or Commodities
- 8740Management And Public Relations Services
- 6282Investment Advice
- 8742Management Consulting Services




