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Plannery
AddedFeb 17, 2024
UpdatedJun 18, 2026
Plannery

Plannery

Operating

Plannery: A financial planning app democratizing access to stress-reducing financial guidance.

Location
San Francisco, CA, US
Founded
2018
Firm
Compare
Fundraising
Employees
Website

Plannery is a financial wellness platform focused on helping healthcare professionals manage and reduce debt. The company partners with healthcare systems to offer their financial planning app as an employee benefit, targeting the widespread issue of student debt and financial stress among healthcare workers.

Plannery's app aims to democratize access to financial planning, traditionally limited to high-net-worth individuals. By providing tools and guidance to help employees become and stay debt-free, Plannery addresses a critical need in the healthcare sector. The platform's partnership with SUNY Downstate highlights its growing adoption among healthcare institutions seeking to enhance employee benefits and retention.

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Plannery - Classification

Also Known As
  • Plannery Inc
NAICS
  • 520000Finance and Insurance
SIC
  • 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 6280Services Allied With The Exchange Of Securities Or Commodities
  • 6282Investment Advice
Show 7 more industry codes
NAICS
  • 522000Credit Intermediation and Related Activities
  • 522300Activities Related to Credit Intermediation
  • 522320Financial Transactions Processing, Reserve, and Clearinghouse Activities
SIC
  • 6000Depository Institutions
  • 8700Engineering, Accounting, Research, Management, And Related Services
  • 8740Management And Public Relations Services
  • 8742Management Consulting Services