Planworth
www.planworth.coPlanworth is a cutting edge B2B SaaS platform for investment advisors and professionals who want to be the trusted guide at every step of a client’s wealth journey. Planworth combines easy-to-use questionnaires and advanced data analytics to put the experience and expertise of a virtual family office at the fingertips of investment advisors and professionals.
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Planworth is a cutting edge B2B SaaS platform for investment advisors and professionals who want to be the trusted guide at every step of a client’s wealth journey. Planworth combines easy-to-use questionnaires and advanced data analytics to put the experience and expertise of a virtual family office at the fingertips of investment advisors and professionals.
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Country
City (Headquarters)
Toronto
Industry
Employees
1-10
Founded
2019
Social
Employees statistics
View all employeesPotential Decision Makers
Chief Technology Officer
Email ****** @****.comPhone (***) ****-****Co - Founder at Planworth. Tax Lawyer.
Email ****** @****.comPhone (***) ****-****Co - Founder
Email ****** @****.comPhone (***) ****-****Development Team Lead
Email ****** @****.comPhone (***) ****-****
Technologies
(3)
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Toronto, Canada
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