RazorPlan is a Canadian software company that provides a detailed and holistic financial planning platform for financial professionals. Founded by financial planner Dave Faulkner, the software was built to address the practical needs of creating complex, client-friendly financial plans. Its mission is to empower advisors to efficiently analyze a client's financial situation and project future outcomes, thereby helping them provide better advice. In 2021, RazorPlan was acquired by Nest Wealth, a Canadian digital wealth management firm, to further enhance its technological offerings for financial advisors.

Founded in

Canada