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PlannerPal raises £4.3M in funding led by Mercia Ventures to expand its engineering and product teams and enhance client intelligence capabilities.
Amount Raised
£4.3 Million
Round Type
Venture
Investors
Description
PlannerPal, a provider of an AI workflow platform for financial advice and wealth management firms, has raised £4.3M in funding. The round was led by Mercia Ventures with participation from existing investor Ada Ventures and other strategic fintech investors. The company intends to use the funds to support customer rollout and enhance its product development. They currently serve over 250 UK advice firms.
Fundz sees it the moment PlannerPal raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
PlannerPal raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.
145 of these a day, filtered to the companies you pick, with the decision-maker attached.
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