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PlannerPal

a provider of an AI workflow platform for financial advice and wealth management firms

Website LinkedIn London, United KingdomFinancial Services
Amount raised
$6M
Round
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Date raised
October 7, 2026
Founded
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CompanyPlannerPal
IndustryFinancial Services
LocationLondon, United Kingdom
InvestorsMercia

Founder

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About PlannerPal

a provider of an AI workflow platform for financial advice and wealth management firms

How much did PlannerPal raise?
PlannerPal raised $6M on October 7, 2026. Investors include Mercia.
Who founded PlannerPal?
Mark Whitcroft founded PlannerPal.
Where is PlannerPal based?
PlannerPal is based in London, United Kingdom.

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