Plannix Inc.: A wealth tech firm creating a goals-based planning platform for individual investors.
Location
San Francisco, CA, US
Founded
2023
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.
Plannix - Classification
Also Known As
Plannix Inc.
NAICS
520000Finance and Insurance
SIC
6000Depository Institutions
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
