PlanYear
About
Technology stack
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What does PlanYear do?
PlanYear offers the BEACON Product Platform, an AI-native solution designed for benefits consultants. It automates manual tasks across the benefits lifecycle, from plan spreading to employee communication, enabling consultants to focus on client relationships and strategic guidance. The platform aims to modernize benefits operations, streamline carrier negotiations, and simplify the renewal process.
How much funding has PlanYear raised?
PlanYear has raised a total of $16M in funding. The most recent round on record is Series A.
Where is PlanYear headquartered?
PlanYear is headquartered in San Francisco, United States.
When was PlanYear founded?
PlanYear was founded in 2022.
What industry does PlanYear operate in?
PlanYear operates in Fintech, Personal Finance, AI-driven Financial Planning, Wealth Management, Consumer App, Financial Planning Software.
What is PlanYear's revenue?
StartupHub estimates PlanYear's annual revenue at $5.5M (range $3.4M to $23.8M, 29% confidence), based on comparable companies in the sector.
What is PlanYear's valuation?
StartupHub estimates PlanYear's effective valuation at $56.2M (range $38.8M to $93.0M, 21% confidence), based on comparable companies in the sector.