Planswell Verified Company

TorontoCanada

Founding Year 2010
Team Size 50-249
Cost of Services Not revealed

We’re here to provide the world’s most actionable financial planning experience to everyone, for free.

Everyone who interacts with the Planswell brand must be enthusiastically satisfied with their experience.

We’re all about making a positive impact on clients, partners, team members, the financial planning profession, and the whole wide world.

Our goal is to achieve a culture that positively impacts our clients, partners, shareholders, competitors and everyone else Planswell reaches.

We are also on a mission to provide the world’s most actionable financial planning experience to everyone, for free.

Planswell at a Glance

Who Founded Planswell?

How many projects a year does Planswell deliver?

What is Planswell average cost per project?

What are Planswell company values?

Profile strength: Very Poor

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Planswell is part of the lowest scoring group of companies on TechBehemoths. They did not describe their services and company profile in a professional way. We highly recommend looking for better scoring companies on the platform. Don't worry, there are more than 43,000+ IT companies to choose from.

Locations

HEADQUARTERS

101 College Street Suite 150
Toronto M5G1L7
Canada

Speciality

Main Services Focus
  • Business Consulting
  • Finance & Accounting Outsourcing (FAO)
  • Commercial Financing, Funding, & Investment
  • Accounting

Client Focus

  • 100% - General partnership ($200k - $500k)

Industry Focus

  • Financial services
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Planswell Stats
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You can learn more about company stats on TechBehemoths in this article.

General

How Planswell compares to other companies based on profile strength?

See how Planswell is positioned among 2161 companies from Canada based on profile strength. A very poor rate says it all. This could definitely be better. We advise doing some more research.

Pricing

How much does Planswell charge for their services compared to other companies in Canada and Toronto?

Planswell is one of those companies that decided to not disclose their pricing. We do not know the exact reason, but we assume their price range can be pretty flexible, depending on each project and client, that is why. Rise this topic once you will discuss it with them.

Services

How many services does Planswell provide compared to other companies?

Planswell covers 2 services in their current region or area. This means that the company offers a limited range of services compared to their competitors. This is not necessarily a bad thing. It can be that the company is rather focused on a few things and does it well, instead of spreading too much.

Year

When was Planswell founded?

Planswell was founded in 2010. According to TechBehemoths data, 51 companies were founded in Canada in that year. Compared to other companies, Planswell is veteran in the market. What can be added here? A very experienced company, which most of the time works with bigger clients or long-term projects. If you are one of these - don't think twice and contact them.

No Service Reviews yet
TechBehemoths Tip:

Every company has its start. These guys don't have any reviews yet, but you may give them a chance. They could excel, to make you a happy client. But, you may also consider other companies, with a proven track record too. To be safe.

Contact the company directly

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