Plannery: A financial planning app democratizing access to stress-reducing financial guidance.
Location
San Francisco, CA, US
Founded
2018
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.
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