About
Accessible Professional-Grade AI for Benefits Consultants
Key facts
At-a-glance profile data
- Website
- planyear.ai
- Headquarters
- San Francisco, United States
- Founded
- 2022
- Total funding
- $16M (Series A)
- Business model
- B2C
Funding rounds
| Date | Round | Amount | Lead investors |
|---|---|---|---|
| 15 Oct 2025 | Series A | $12M | NewView Capital |
| 1 May 2023 | Undisclosed round | $4M | Rally Ventures, Revolution's Rise of the Rest Seed Fund |
Tech stack
Detected on planyear.ai, last scanned 24 Sept 2026. Run your own scan
- Analytics
- Google Analytics 4, Google Tag Manager
- Support
- HubSpot
- CMS / Builders
- Webflow
- CDN
- Cloudflare
- Email provider
- Google Workspace
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Frequently asked
How much funding has PlanYear raised?
PlanYear has raised a total of $16M in funding. The most recent round on record is Series A.

