# PlanYear

**Source:** https://www.startuphub.ai/startups/planyear
**Profile type:** Startup

> Accessible Professional-Grade AI for Benefits Consultants

## Key facts

- **Slug:** planyear
- **Website:** https://planyear.ai
- **Location:** San Francisco, United States
- **Founded:** 2022-01-01
- **Operating status:** Active
- **Total funding:** $16M
- **Sectors / tags:** Fintech, Personal Finance, AI-driven Financial Planning, Wealth Management, Consumer App, Financial Planning Software

## Frequently asked

### What does PlanYear do?

Accessible Professional-Grade AI for Benefits Consultants

### What is PlanYear's revenue?

StartupHub estimates PlanYear's annual revenue at $3.3M (range $923K to $12.9M, 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, 21% 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.

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