# PlannerPal

> Financial advice AI platform

Business model and tags: 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 – $29M (Tamtam estimate)
- **Website**: [plannerpal.co.uk](https://www.plannerpal.co.uk/)
- **LinkedIn**: [linkedin.com/company/plannerpal](https://www.linkedin.com/company/plannerpal)

## PlannerPal at a glance

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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Company data compiled by Tamtam from public sources and Tamtam's own analysis. Figures marked as estimates are modelled, not reported.

Source: https://www.tamtam.ai/c/plannerpal