Company Information

Get to know Planswell

Founded in 2015, Planswell's mission is to make expert financial advice accessible to everyone, regardless of their net worth. The company has developed proprietary software that allows users to build a comprehensive financial plan in minutes by answering a series of questions online. This plan covers aspects of investing, insurance, and borrowing. While the plan itself is free, Planswell's business model involves connecting users with its network of partners (such as investment advisors, insurance agents, and mortgage brokers) who can help implement the recommendations. The company underwent a restructuring in 2020 after filing for CCAA protection and was subsequently acquired and relaunched to continue its operations.

Industry

Financial Financial AdvisementPRIMARY
Financial Insurance
Financial Other Service

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Planswell

Canada

Founded in

2015 (11 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Markets.com

(327 reviews)

United States

2008

(18 years)

Security Information :

FSCA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.