Company profile
PlannerPal
AI-Powered Workflow for modern financial advice and wealth management. Serving firms with £150bn+ in client assets.
- Industry
- Financial Services
- Employees
- 18
- Founded
- 2014
PlannerPal company summary
PlannerPal is a company in the Financial Services industry, founded in 2014. On LinkedIn the company has around 18 employees. Its listed specialties include AI in wealth management, AI in finance, financial adviser, financial planner, investment manager.
What technology does PlannerPal use?
No technologies detected yet. Warmrank rechecks company websites on a rolling basis.
About PlannerPal
PlannerPal is the connected AI workflow for modern financial advice and wealth management. Advice firms lose hours each week to meetings, notes, reports, CRM updates and compliance - all spread across disconnected systems. PlannerPal brings this together in one secure platform. We help advisers and their teams reduce documentation time, improve data quality and strengthen compliance, so they can focus on clients rather than admin. PlannerPal connects client meetings, documents, CRM data and reporting into a single, auditable workflow. Meetings flow naturally and every detail is captured, whether in person, on Teams or Zoom. Structured, Consumer Duty-aligned notes, transcripts and summaries are created automatically. Suitability reports, annual reviews and client documents are drafted in your firm’s structure and tone using real client data. CRM updates sync in one click with leading platforms including Iress, Intelliflo, Plannr and Curo, with clean data and full audit trails. Trusted by UK advice and wealth firms managing over £150bn in client assets, PlannerPal is built with UK data residency, GDPR and ISO27001 at its core. Less admin. Better documentation. Stronger compliance. More time for clients - and evenings back. Learn more at www.plannerpal.co.uk
Specialties
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| Company | Industry | Employees | Founded | Headquarters |
|---|---|---|---|---|
PlannerPal plannerpal.co.uk | Financial Services | 18 | 2014 | - |
 JPMorganChase jpmorganchase.com | Financial Services | 235,149 | - | New York, NY, US |
 Neovest jpmorgan.com | Financial Services | 85,869 | - | New York, NY |
 Goldman Sachs goldmansachs.com | Financial Services | 65,450 | - | New York, New York |
 Nubank nubank.com.br | Financial Services | 13,424 | - | São Paulo, SP |
 Citi citigroup.com | Financial Services | 189,594 | 1812 | New York, New York, US |
 Morgan Stanley morganstanley.com | Financial Services | 102,243 | - | New York, NY |
 American Express americanexpress.com | Financial Services | 96,853 | - | New York, NY, US |
 Deutsche Bank db.com | Financial Services | 82,282 | 1870 | Frankfurt am Main, Hessen |
 Wells Fargo wellsfargo.com | Financial Services | 240,197 | - | San Francisco, California, US |
 BlackRock blackrock.com | Financial Services | 34,152 | 1988 | New York, NY |
Frequently asked questions about PlannerPal
What does PlannerPal do?
PlannerPal is the connected AI workflow for modern financial advice and wealth management. Advice firms lose hours each week to meetings, notes, reports, CRM updates and compliance - all spread across disconnected systems. PlannerPal brings this together in one secure platform. We help advisers and their teams reduce documentation time, improve data quality and strengthen compliance, so they can focus on clients rather than admin. PlannerPal connects client meetings, documents, CRM data and reporting into a single, auditable workflow. Meetings flow naturally and every detail is captured, whether in person, on Teams or Zoom. Structured, Consumer Duty-aligned notes, transcripts and summaries are created automatically. Suitability reports, annual reviews and client documents are drafted in your firm’s structure and tone using real client data. CRM updates sync in one click with leading platforms including Iress, Intelliflo, Plannr and Curo, with clean data and full audit trails. Trusted by UK advice and wealth firms managing over £150bn in client assets, PlannerPal is built with UK data residency, GDPR and ISO27001 at its core. Less admin. Better documentation. Stronger compliance. More time for clients - and evenings back. Learn more at www.plannerpal.co.uk
How many employees does PlannerPal have?
PlannerPal has around 18 employees on LinkedIn.
When was PlannerPal founded?
PlannerPal was founded in 2014.
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