PlanYear vs Waterlily
PlanYear vs Waterlily, compared side by side on 13 data points: what each one does, how big it is, what it has raised, the tech running each site, and what users report. We score both out of 100 on traction, team and visibility: PlanYear is on 35/100 and Waterlily on 21/100.
Where each one leads
PlanYear
- our overall score: 35/100 against 21/100
Waterlily
- agent readiness: 44/100 against 38/100
- domain rating: 45/100 against 12/100
At a glance
| Measure | PlanYear | Waterlily |
|---|---|---|
| What it is | Accessible Professional-Grade AI for Benefits Consultants | Financial planning and advisory software for wealth managers. |
| Category | Fintech, Personal Finance, AI-driven Financial Planning, Wealth Management | Fintech, Wealth Management, Financial Planning Software, Advisory Software |
| Sells toBusiness model | B2C | B2B |
| Offering | Software | Software |
| Founded | 2022 | 2017 |
| Headquarters | San Francisco, United States | Tel Aviv, Israel |
| Status | Active | Active |
Size, funding and growth
| Measure | PlanYear | Waterlily |
|---|---|---|
| Total funding | $15.5M | Not published |
| Latest round | Series A | Not published |
StartupHub scores
Our own 0-100 ratings. They measure company strength and site quality, not which product suits you.
| Measure | PlanYear | Waterlily |
|---|---|---|
| StartupHub scoreOur 0-100 rating | 35/100 | 21/100 |
| Traction | 36/100 | 30/100 |
| Community | 15/100 | Not published |
| Search visibility | Not published | 2/100 |
| Quality | 45/100 | Not published |
| Agent readinessHow well an AI agent can read and act on the site | F (38/100) | D (44/100) |
| Domain ratingLink authority, 0-100 | 12/100 | 45/100 |
Technology
Detected on each public site, so it reflects the marketing stack as well as the product.
| Measure | PlanYear | Waterlily |
|---|---|---|
| CDN | Cloudflare | Not detected |
| CMS | Webflow | Framer |
| Analytics | Google Analytics 4, Google Tag Manager | Google Tag Manager |
| Support stack | HubSpot | Not detected |
PlanYear vs Waterlily: common questions
Which is better, PlanYear or Waterlily?
On our 0-100 score PlanYear rates higher (35/100 against 21/100). The score weights traction, team, visibility and profile completeness, so it reflects company strength rather than which product suits you. We compare the two on 13 data points above: read the rows that match what you are buying for.
How do PlanYear and Waterlily compare on the numbers?
PlanYear leads on our overall score (35/100 against 21/100). Waterlily leads on agent readiness (44/100 against 38/100), domain rating (45/100 against 12/100).
Read the full PlanYear review and pricing or the Waterlily review and pricing. You can also browse other PlanYear alternatives we track.