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VerifiedFinancial Services· Founded 2015

Planswell

Almost everyone will experience a lifestyle decline in the future because good financial planning has always been reserved for the wealthiest of the wealthy. We've created hundreds of thousands of free financial plans for consumers so they can know exactly what to do, each month, to maintain their lifestyle in retirement.

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HeadquartersToronto, CanadaEmployees51(11 to 50)Annual revenue$1M to <$10MFounded year2015Websiteplanswell.comLinkedIn profileLinkedIn

Verified contacts

53

available on Kipplo

LinkedIn employees

51

11 to 50 range

Open roles

no listings

Distinct roles

26

indexed titles

Tech stack

3

tools in use

Monthly traffic

2.8K

organic / mo

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Decision-makers and verified team members

53 contacts with verified email or phone · masked until revealed.

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Top roles at Planswell

26 distinct titles indexed · top 10 shown.

  • 16account executive
  • 3senior account executive
  • 2head of revenue operations
  • 1ai revops specialist
  • 1ai strategy intern
  • 1appointment setter
  • 1business development representative
  • 1call center representative
  • 1case study (raised 7m after working with us)
  • 1ceo
  • +16more titles

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