- B2B
- SaaS
About PlannerPal
Automates meeting notes, suitability reports, and CRM updates for financial advisers, streamlining compliance and documentation through integrated artificial intelligence and secure data syncing.
Key facts
- Industry
- Financial Services
- Company size
- 11–50 employees
- Founded
- 2014
- Revenue
- $2.5M – $29MTamtam estimate
- Website
- plannerpal.co.uk
- linkedin.com/company/plannerpal
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PlannerPal is a B2B SaaS company in the Financial Services industry.
PlannerPal was founded in 2014.
PlannerPal has 11–50 employees.
PlannerPal's revenue is $2.5M – $29M (Tamtam estimate).
Frequently asked questions about PlannerPal
What is PlannerPal's revenue?
Tamtam estimates PlannerPal's annual revenue at $2.5M – $29M.
How many employees does PlannerPal have?
PlannerPal has 11–50 employees.
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