# PlannerPal

UK wealth technology company providing an AI client intelligence platform for financial advisors.



Canonical: https://uniquebase.ai/companies/plannerpal
Stable identifier: UB-C8970
Snapshot captured: 2026-10-15T14:23:27.067Z
English updated: 2026-10-15T19:42:57.116Z

## Funding

Listed 1 record.
Latest: $6M, 2026-10-08.

- 2026-10-08 · $6M · https://aipressroom.com/plannerpal-6m-financial-ai/

## Valuation

Listed 1 record.

- 2026-10-08 · amount unavailable · https://aipressroom.com/plannerpal-6m-financial-ai/

## Revenue

No revenue records are listed yet.


## Team

No published team profiles are linked yet.

## Products

- [PlannerPal](/products/plannerpal)

## Investors

No published investors profiles are linked yet.

## Sources

- No source links are available for this profile.