PlanYear
PlanYear35
About
What does PlanYear do?
Accessible Professional-Grade AI for Benefits Consultants
What is PlanYear's revenue?
StartupHub estimates PlanYear's annual revenue at $7.1M (range $3.2M to $15.6M, 30% 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, 22% confidence), based on comparable companies in the sector.
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.
Sistema Operacional Financeiro com IA que conecta seus bancos pelo Open Finance e responde em português.
AI-powered financial planning and wealth management platform for individuals.
Import transactions, settle expenses, plan a home budget.
Daily reference exchange rates, a fast currency converter, bond-yield context and AI trend outlooks for 160+ currencies.
AI-powered financial advisor for personalized money management and investment guidance.
AI-powered platform providing automated financial advisory and wealth management solutions for individual investors.
A personal healthcare advisor that simplifies insurance, costs, and doctor visits into one accessible platform.
Financial freedom through accessible, actionable financial insights.
An entrant is a company tagged Personal Finance whose domain was first registered in the window, counted from registry records in the StartupHub directory. 2 of them registered in the last 30 days. Registry detection runs two to three weeks behind registration, so recent weeks are a floor.
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