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国际资讯基于互联网平台的金融业务投融资

财务规划创企Planswell获680万美元种子轮融资

本周,总部位于加拿大多伦多的线上财务规划引擎初创公司Planswell宣布获得一笔680万美元的种子轮融资。投资方信息目前暂未对外披露,但据称是一批来自该国顶级金融机构的高管。去年,该公司曾获得了一笔530万加拿大元的初始投资。

Planswell于去年十一月正式启动运营,为加拿大用户提供免费的财务规划服务,目前其客户已经超过了1.7万人。目前,该公司业务覆盖了加拿大艾伯塔省、马尼托巴省、安大略省、新不伦瑞克省和新斯科舍省等地区。用户只需要在该公司网站上回答几十个问题,然后就能在短短五分钟之内获得一个完全定制的个人财务规划建议,而且内容很容易理解——因为他们的财务规划里使用了很多通俗易懂的语言,而不是选择专业的财务术语去解释问题。据悉,Planswell的目标客户是个人资产在100万美元以上的人,这些客户只占到了加拿大人口的百分之一。

Effective immediately, Canadians in BC, Alberta, Manitoba, Ontario, New Brunswick and Nova Scotia can create a free financial plan in minutes by going to www.planswell.com.

“We’ve seen that basically no one knows what they need to do on a monthly basis to maintain their lifestyle in retirement,” said Planswell CEO and co-founder, Eric Arnold. “It’s been amazing and we can’t wait to ensure that everyone has the same opportunity to secure their financial future, regardless of their current status.”

The team of personal finance and technology experts at Planswell has designed and built the world’s first financial planning engine that shows people how to maximize their investment potential, minimize their borrowing costs, and financially protect themselves and their loved ones. The IP behind the engine is detailed in the company’s patent application.

The company has raised a $6.8 million dollar seed round from a range of investors, including former senior executives from some of Canada’s top financial institutions.

“Over 100,000 financial advisors across Canada will tell you that their ideal client has $1 million or more in investable assets. That’s just under 1% of the population,” said Arnold. “The other 99% have been completely ignored, or worse, have been targets of predatory, high-fee products in the absence of a plan. We’re finding we can save Canadians hundreds of thousands of dollars towards their retirements through better planning.”

It only takes about three minutes to create a free plan at www.planswell.com. Once you build your plan, you can schedule a free walk-through with a PlanPro, who can fine-tune your plan and give you advice on how to make it a reality.

Build your plan: answer 30-40 questions in three minutes to create your plan. The questions are easy and can be answered off the top of your head.

Review your plan: you’ll see exactly what to do each month to grow your wealth, reduce your debt, and be protected from financial surprises. Expert phone or chat support is available.

Implement your plan: you can take your plan away and implement it yourself, or ask us to assist. We’ll guide you through each step and make it faster and cheaper than anywhere else.


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