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Plannr Technologies Limited

Plannr Technologies Limited

Private
WaterloovilleFinTechhttps://plannrcrm.com/

Last Round

VC Round

Jul 1, 2025

Est. Valuation

$15.2M

Momentum

Top 25%

of companies Caplight tracks

Company Overview

Plannr Technologies Limited is a fintech company that provides a customer relationship management (CRM) platform designed for financial advisers, planners, and wealth managers.

Sector

FinTech

Verticals

Wealth Management, CRM, Workflow Automation, Low-Code/No-Code, Financial Data

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

financial CRMwealth management softwarepractice management softwareno-code automationfintech CRMIFA softwareclient portalworkflow automationfinancial advice platformincome reconciliationSaaS CRMAPI-first platformwealthtechback-office automationadviser tech

Historical Pricing

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Caplight Momentum Score

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Plannr Technologies Limited Comparables

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Plannr Technologies Limited comparables — related companies by embedding similarity
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Plannr Technologies Limited Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
VC RoundJul 1, 2025
SeedJun 20, 2023

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jul 24, 2026

    Monthly visitors grew 137% MoM, reaching 24.9K.

  • Jul 1, 2025

    $3.65M round led by Fintel PLC

Plannr Technologies Limited Filings

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Plannr Technologies Limited filings preview — column headings only; records require access
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Frequently Asked Questions

Common questions about Plannr Technologies Limited's valuation, stock price, and market status.

Is Plannr Technologies Limited a public or private company?

Plannr Technologies Limited is a private company.

What is the current stock price of Plannr Technologies Limited?

Plannr Technologies Limited is a private company with no public stock price. No recent secondary market data is available.

How much is Plannr Technologies Limited worth (valuation)?

Plannr Technologies Limited's valuation is estimated at $15.2M based on funding round data.

Can I buy Plannr Technologies Limited stock?

Plannr Technologies Limited shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.

When was Plannr Technologies Limited's last funding round?

Plannr Technologies Limited's most recent funding round was VC Round on July 1, 2025.

Who are the main investors in Plannr Technologies Limited?

Investor information for Plannr Technologies Limited is not publicly disclosed.

Will Plannr Technologies Limited IPO soon?

No public IPO plans have been announced for Plannr Technologies Limited.

How can I track Plannr Technologies Limited secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Plannr Technologies Limited's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersWaterlooville
Employee Range33
Year Founded2021
Last FundingJul 1, 2025

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