{"id":"e3f7707d-1441-43e6-af12-08f826cfa28b","kind":"companies","code":"UB-C8970","name":"PlannerPal","nameBasis":"source-english","summary":"UK wealth technology company providing an AI client intelligence platform for financial advisors.","description":"","country":null,"category":null,"originalName":"PlannerPal","eventDate":null,"website":null,"sourceUpdatedAt":"2026-10-10T00:00:00.000Z","englishUpdatedAt":"2026-10-15T19:42:57.116Z","reviewedAt":"2026-10-15T19:42:57.116Z","snapshotAt":"2026-10-15T14:23:27.067Z","sourceHash":"4daa86327db460d4ec99646a08f1b9f91858e191604f2152bb39b17e2beb957a","companyId":null,"foundedYear":null,"logoUrl":null,"originalText":"英国理财科技公司，为理财顾问提供AI客户智能平台","sources":[],"related":[{"id":"f9978f1e-e9a6-49b8-88b4-27846051f8f8","kind":"products","code":"UB-D5985","name":"PlannerPal","nameBasis":"original-brand","summary":"UK wealth technology company providing an AI client intelligence platform for financial advisors.","description":"UK wealth technology company providing an AI client intelligence platform for financial advisors.","country":null,"category":null,"originalName":"PlannerPal","eventDate":null,"website":null,"sourceUpdatedAt":"2026-10-11T15:59:19.414Z","englishUpdatedAt":"2026-10-15T19:43:01.335Z","reviewedAt":"2026-10-15T19:43:01.335Z","snapshotAt":"2026-10-15T14:23:27.067Z","sourceHash":"e2e5ded2034633050c8800ad9e3d2a40bdc880273c45475b944e455eef2afc46","companyId":"e3f7707d-1441-43e6-af12-08f826cfa28b","foundedYear":null,"logoUrl":null,"path":"/products/plannerpal"},{"id":"3fff8045-f39b-4e70-969c-60e54778613a","kind":"news","code":"3fff8045-f39b-4e70-969c-60e54778613a","name":"PlannerPal raises USD 6 million to equip UK financial advisers with AI","nameBasis":"translated-title","summary":"On 2026/10/8, AIPressRoom reported that UK financial technology company PlannerPal raised USD 6 million. Its AI client intelligence platform for UK financial advisers evolved from a note-taking tool into an engine for deep client insights.","description":"","country":null,"category":null,"originalName":"PlannerPal完成600万美元融资，AI赋能英国理财顾问","eventDate":"2026-10-08T00:00:00.000Z","website":"https://aipressroom.com/plannerpal-6m-financial-ai/","sourceUpdatedAt":"2026-10-13T16:58:27.506Z","englishUpdatedAt":"2026-10-15T22:57:45.289Z","reviewedAt":"2026-10-15T22:57:45.289Z","snapshotAt":"2026-10-15T14:23:27.067Z","sourceHash":"12979f1cee941439474dd378ca65f42c726834c426bc663f432e313d1f954b95","companyId":"e3f7707d-1441-43e6-af12-08f826cfa28b","foundedYear":null,"logoUrl":null,"path":"/news/3fff8045-f39b-4e70-969c-60e54778613a"}],"finance":{"funding":{"metric":"funding","count":1,"latest":{"value":6000000,"text":"600万美元","date":"2026-10-08T00:00:00.000Z","round":null,"estimate":"$6M"},"years":[2026],"points":[{"year":2026,"date":"2026-10-08T00:00:00.000Z","round":null,"value":6000000,"eventIds":["3fff8045-f39b-4e70-969c-60e54778613a"]}],"linePoints":[],"conflictGroups":0,"omittedRecordCount":0,"records":[{"id":"3fff8045-f39b-4e70-969c-60e54778613a","date":"2026-10-08T00:00:00.000Z","round":null,"amountText":"600万美元","estimateUsd":6000000,"estimateLabel":"$6M","estimateNote":null,"investors":null,"institutions":[],"newsUrl":"https://aipressroom.com/plannerpal-6m-financial-ai/","evidence":{"headline":"PlannerPal raises USD 6 million to equip UK financial advisers with AI","brief":"On 2026/10/8, AIPressRoom reported that UK financial technology company PlannerPal raised USD 6 million. Its AI client intelligence platform for UK financial advisers evolved from a note-taking tool into an engine for deep client insights.","basis":"translated-source-brief","newsPath":"/news/3fff8045-f39b-4e70-969c-60e54778613a","sourceCount":1}}],"totalRaised":null},"valuation":{"metric":"valuation","count":1,"latest":null,"years":[],"points":[],"linePoints":[],"conflictGroups":0,"omittedRecordCount":1,"records":[{"id":"3fff8045-f39b-4e70-969c-60e54778613a","date":"2026-10-08T00:00:00.000Z","round":null,"amountText":null,"estimateUsd":null,"estimateLabel":null,"estimateNote":null,"investors":null,"institutions":[],"newsUrl":"https://aipressroom.com/plannerpal-6m-financial-ai/","evidence":{"headline":"PlannerPal raises USD 6 million to equip UK financial advisers with AI","brief":"On 2026/10/8, AIPressRoom reported that UK financial technology company PlannerPal raised USD 6 million. Its AI client intelligence platform for UK financial advisers evolved from a note-taking tool into an engine for deep client insights.","basis":"translated-source-brief","newsPath":"/news/3fff8045-f39b-4e70-969c-60e54778613a","sourceCount":1}}]},"revenue":{"metric":"revenue","count":0,"latest":null,"years":[],"points":[],"linePoints":[],"conflictGroups":0,"omittedRecordCount":0,"records":[]}},"events":[{"id":"3fff8045-f39b-4e70-969c-60e54778613a","kind":"funding","eventDate":"2026-10-08T00:00:00.000Z","revenueDate":null,"round":null,"amountText":"600万美元","valuationText":null,"revenueText":"","cumulativeFundingText":"","amountEstimateUsd":6000000,"valuationEstimateUsd":null,"revenueEstimateUsd":null,"cumulativeFundingEstimateUsd":null,"investors":null,"newsUrl":"https://aipressroom.com/plannerpal-6m-financial-ai/","newsTypes":["融资"],"institutions":[],"roundName":null,"amountLabel":"$6M","valuationLabel":null,"revenueLabel":null,"cumulativeFundingLabel":null}],"team":[],"productsRelated":[{"id":"f9978f1e-e9a6-49b8-88b4-27846051f8f8","kind":"products","code":"UB-D5985","name":"PlannerPal","nameBasis":"original-brand","summary":"UK wealth technology company providing an AI client intelligence platform for financial advisors.","description":"UK wealth technology company providing an AI client intelligence platform for financial advisors.","country":null,"category":null,"originalName":"PlannerPal","eventDate":null,"website":null,"sourceUpdatedAt":"2026-10-11T15:59:19.414Z","englishUpdatedAt":"2026-10-15T19:43:01.335Z","reviewedAt":"2026-10-15T19:43:01.335Z","snapshotAt":"2026-10-15T14:23:27.067Z","sourceHash":"e2e5ded2034633050c8800ad9e3d2a40bdc880273c45475b944e455eef2afc46","companyId":"e3f7707d-1441-43e6-af12-08f826cfa28b","foundedYear":null,"logoUrl":null,"path":"/products/plannerpal"}],"investors":[],"path":"/companies/plannerpal","structured":{"city":null,"country":null,"location":null,"role":null,"category":null,"company":null},"definition":"PlannerPal is a company.","summaryBasis":"translated","thin":false,"canonical":"https://uniquebase.ai/companies/plannerpal"}