Planworth
PrivateMomentum
Top 50%
of companies Caplight tracks
Company Overview
Planworth is a financial software company that provides a B2B SaaS platform for investment advisors to generate customized tax, estate, and financial planning insights for their clients.
Sector
FinTech
Verticals
Wealth Management, Vertical SaaS, Financial Data
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Planworth Comparables
Compare Planworth with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Conquest Planning | 81% | |
| Luminary | 81% | |
| FP Alpha | 80% |
Planworth Funding Rounds
Historical fundraising activity
Planworth Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Graphite Ventures | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- May 17, 2026
Monthly visitors grew 200% MoM, reaching 5.3K.
- Nov 9, 2025
Monthly visitors increased 88% MoM.
Planworth Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Planworth's valuation, stock price, and market status.
Is Planworth a public or private company?
Planworth is a private company.
What is the current stock price of Planworth?
Planworth is a private company with no public stock price. No recent secondary market data is available.
How much is Planworth worth (valuation)?
Valuation information for Planworth is not publicly available.
Can I buy Planworth stock?
Planworth 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 Planworth's last funding round?
Funding round information for Planworth is not publicly available.
Who are the main investors in Planworth?
Key investors in Planworth include Graphite Ventures.
Will Planworth IPO soon?
No public IPO plans have been announced for Planworth.
How can I track Planworth secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Planworth's secondary market activity and sign up for updates.