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Planworth is a B2B SaaS platform that empowers investment advisors and firms with the tools to guide a client's wealth journey.
Last updated
In 2020, Planworth's revenue reached $122.7K. Since its launch in 2019, Planworth has shown consistent revenue growth.
Planworth reached a $368.2K valuation in 2025, set during its M&A Offer round.
| Year | Round | Amount | Valuation | % Sold | Source |
|---|---|---|---|---|---|
| 2025 | M&A Offer | - | $368.2K | - |
We don't have Planworth's Founder / CEO on record yet.
| Question | Answer |
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| What's your age? | - |
| Favorite online tool? | - |
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| Advice for 20 year old self | - |
We do not have customer count information for Planworth yet.
Planworth employs approximately 4 people as of 2026.
Planworth generates $122.7K in revenue.
Planworth raised $0.
Planworth has 4 employees.
Planworth is headquartered in Toronto, Ontario, Canada.
Planworth operates across multiple industries. Browse revenue, funding, and growth data for Planworth in each sector below.
All figures on this page are taken directly from interviews or are estimates from public sources and proprietary models. Not financial advice. Read full disclaimer.
Claim this profileValuation
$368.2K
2020 Revenue
$122.7K
Funding
$0
Team · 2024
4
Founded
2019
| Year | Milestone | Source |
|---|---|---|
| 2020 | Planworth Hit $122.7k revenue in July 2020 | |
| 2019 | Launched with $0 revenue |
| Year | Milestone | Source |
|---|---|---|
| 2024 | Reached 4 employees (October 2024) | |
| 2020 | Reached 4 employees (July 2020) |
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