Planworth
Planworth is a cutting edge B2B SaaS platform for investment advisors and professionals who want to be the trusted guide at every step of a client’s wealth journey. Planworth combines easy-to-use questionnaires and advanced data analytics to put the experience and expertise of a virtual family office at the fingertips of investment advisors and professionals.
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Verified contacts
9
available on Kipplo
LinkedIn employees
11
11 to 50 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- AA
Anthony Ammirato
Account Executive · Other
EmailPhone - HH
Hai Hoang
Chief Technology Officer · Other
EmailPhone - JF
James Fraser
Co-founder · Other
EmailPhone - JY
Joe Ying
Development Team Lead · Engineering
EmailPhone - CH
Cj Hawkins
Software Developer · Other
EmailPhone - TB
Tarsem Basraon
Co-founder · Other
EmailPhone
Showing 6 of 9 verified contacts
Top roles at Planworth
8 distinct titles indexed · top 8 shown.
- 2co-founder
- 1account executive
- 1ai software engineer
- 1chief technology officer
- 1customer success manager
- 1development team lead
- 1software developer
- 1software engineer
Sign up to unlock all 9 contacts at Planworth
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 9 verified contacts at Planworth
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