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.

Founded in

Canada