Planworth
Planworth Inc. is a Toronto-based B2B SaaS platform that provides Canadian financial advisors and wealth management firms with cloud-based tools for tax, estate, and financial planning, including client onboarding, scenario modeling, infographics, and a branded client portal with Flinks and SideDrawer integrations.
- Company typePrivate
- Founded2019
- HeadquartersToronto, Canada
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Planworth does
Planworth Inc. is a Toronto-based B2B SaaS company that sells a cloud-based financial planning platform to Canadian financial advisors and wealth management professionals. The platform unifies client onboarding (a mobile-friendly Client Discovery tool and a Dynamic Questionnaire that adapts to client profiles), financial planning (goals- and cashflow-based planning with interactive toggles and sliders for scenario modeling), and recommendation generation (tax and estate insights with cost/complexity/urgency scoring, insurance positioning analysis, and infographic generation such as family trees and corporate org charts). A branded client portal and continuous 'automatic updates' monitoring support ongoing advisor-client engagement. The system integrates Flinks (since Feb 2021) for financial account aggregation and SideDrawer (since Jul 2023) for secure document management.
The company operates a SaaS subscription model with annual billing, a free 14-day trial, and a 'Request a Demo' sales motion. Pricing is quote-based and not publicly disclosed. Customer segments are primarily SMB Canadian financial advisors and the high net worth / business-owner clients they serve, with secondary attention to owner-managers needing succession and tax planning. Go-to-market blends direct enterprise sales, self-serve trial, content marketing (Elevate blog), organic social (LinkedIn, X), webinars, and a community page featuring customer testimonials.
Planworth was founded in 2019 by Tarsem Basraon (tax and HNW planning expert, formerly at a Big 6 Bank) and James A. Fraser (tax lawyer), with Hai Hoang as CTO. The company is privately held, has 1–10 employees, a single disclosed funding event (Fastbreak Ventures, July 2020, undisclosed amount), and operates from a single Toronto headquarters at 346 Logan Avenue. No revenue, ARR, or headcount growth figures have been disclosed.
Planworth firmographics
Firmographics- Name
- Planworth
- Legal name
- Planworth Inc.
- Website
- https://planworth.co
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Planworth Inc. is a Toronto-based B2B SaaS platform that provides Canadian financial advisors and wealth management firms with cloud-based tools for tax, estate, and financial planning, including client onboarding, scenario modeling, infographics, and a branded client portal with Flinks and SideDrawer integrations.
- Ownership category
- akta.pro rank
Planworth industry classification
Industry- Product category
- Financial Planning Software
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Comprehensive Financial Planning (FSAEAAAA)
- akta.pro secondary industry
- Digital/Robo Financial Planning (FSAEAAAK)
Keywords
Where Planworth is headquartered
LocationHeadquarters
- HQ city
- Toronto
- HQ country
- Canada
- HQ region
- North America
Offices1 record
Markets served
Planworth business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Software Subscription: SaaS subscription model for financial advisors to access the planning platform. Pricing appears quote-based, with free 14-day trial available.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Standard subscription with 14-day free trial |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels7 records
Planworth product offering
Product offeringCore offering
Planworth is a B2B SaaS financial planning platform that enables Canadian financial advisors and wealth management professionals to build comprehensive client profiles and generate tailored tax, estate, insurance, and cashflow planning insights. The platform combines a dynamic client discovery tool, scenario modeling, automated infographics, and a branded client portal, with continuous monitoring that updates recommendations as life stages or Canadian tax law changes.
Product overview
Planworth is a unified financial planning platform that combines multiple modules to enable comprehensive advisor-client planning. The core Planworth Platform serves as the central hub, integrated with Client Discovery Tool and Dynamic Questionnaire for data intake, Financial Plan Builder and Toggles/Sliders for planning and scenario modeling, Tax and Estate Insights and Insurance Positioning for recommendations, Infographics/Data Visualization for client engagement, Client Portal for advisor-client collaboration, and Automatic Updates with On-Going & Tracking for ongoing monitoring. The platform integrates data aggregation via Flinks and document management via SideDrawer, with Custom Branding options for advisors.
Differentiator
Problem solved
Functional benefit
Products and services
- Planworth Platform A cloud-based SaaS financial planning platform for Canadian financial advisors and wealth management professionals that enables in-depth client profile building, tax and estate insights generation, goals-based and cashflow-based financial planning with interactive scenario modeling, infographic generation (family trees, corporate org charts, net worth statements), branded client portals, and automatic updates as life stages or Canadian tax law changes. The platform integrates with Flinks for account aggregation and SideDrawer for secure document management, and is sold on an annual subscription with a 14-day free trial.
Quantifiable outcome
- Advisors using Planworth report enhanced client collaboration and more transparent planning processes
- +2 more outcomes
Companies that use Planworth
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles1 record
Planworth technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
AI capability3 records
Feature10 records
Planworth partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- SideDrawercoreIntegration with SideDrawer for secure document management in the planning process. Advisors can use Planworth to open a new SideDrawer account or access existing ones. The integration provides a seamless, secure experience for collecting and sharing sensitive documents with clients, replacing inefficient email processes.
- FlinkscorePartnership with Flinks, a leader in financial data connectivity and account aggregation. The integration allows advisors to have clients securely link all financial accounts (inside or outside the advisor's firm) by logging into online banking and investment accounts. This provides a consolidated view of client's current financial picture and enables deeper insights for tailored recommendations.
Scale indicators1 record
Recent moves5 records
Expansion highlights5 records
Planworth competitors and assessment
Company assessmentDirect peers
- RightCapital: SaaS financial planning platform purpose-built for financial advisors, offering goals-based planning, tax planning, and client portals. Closest direct competitor to Planworth in advisor-facing comprehensive planning software.
- MoneyGuidePro: Long-standing financial planning software for advisors with goals-based planning, Monte Carlo simulations, and client-facing portals. Competes head-to-head with Planworth for the same advisor buyer and planning workflows.
- Conquest Planning: Canadian-built advisor financial planning platform focused on holistic planning for Canadian advisors and their clients. The most direct home-market competitor to Planworth, with overlapping tax and estate planning capabilities.
Broad incumbents
- eMoney Advisor: Fidelity-owned comprehensive financial planning platform for advisors, with aggregated accounts, planning, and client portals. A larger, well-capitalized incumbent offering a wider feature set across the same advisor workflows.
- NaviPlan: Established advisor financial planning software with deep tax, retirement, and estate planning modules. Overlaps directly with Planworth's tax and estate planning value proposition but with a much larger installed base.
- Black Diamond (Practice Engine / Global Relay): Portfolio management and reporting platform for advisors and wealth managers, including performance reporting and client portals. Adjacent competitor in the Canadian advisor tech stack that can substitute or complement parts of Planworth.
Emerging players
- PreciseFP: Lightweight data-gathering and client onboarding tool for financial advisors. Overlaps with Planworth's Client Discovery and Dynamic Questionnaire modules as a partial workflow substitute.
- AdvicePay: Fee billing and subscription management platform built specifically for financial advisors. Overlaps with Planworth's advisor operations and is commonly bundled with financial planning software.
- Addepar: Wealth management platform for advisors and family offices with data aggregation, reporting, and analytics. Overlaps with Planworth on data aggregation and client reporting but is broader and positioned for larger RIA/family office segments.
Others
- Wealthbox: CRM purpose-built for financial advisors. Not a planning competitor, but commonly sits alongside tools like Planworth in the same advisor tech stack and represents a potential integration or competitive adjacency.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Planworth social profiles
Digital presencePlanworth financial estimates
Financial estimateRevenue estimate
Valuation estimate
Planworth leadership team
Management profileNumber of profiles
Profiles3 records
Planworth funding detail
Funding detailFunding overview
Funding rounds2 records
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Planworth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Planworth
What does Planworth do?
Planworth is a B2B SaaS financial planning platform that enables Canadian financial advisors and wealth management professionals to build comprehensive client profiles and generate tailored tax, estate, insurance, and cashflow planning insights. The platform combines a dynamic client discovery tool, scenario modeling, automated infographics, and a branded client portal, with continuous monitoring that updates recommendations as life stages or Canadian tax law changes.
Is Planworth a public or private company?
Planworth is a private company. It is classified as venture growth investor backed and is currently operating.
When was Planworth founded?
Planworth was founded in 2019. It employs 1 to 10 people.
Where is Planworth based?
Planworth is headquartered in Toronto, Canada, in the North America region.
How does Planworth make money?
One revenue line is on record: software Subscription.
Who are Planworth's main competitors?
Direct peers on record are RightCapital, MoneyGuidePro and Conquest Planning. Broad incumbents are eMoney Advisor, NaviPlan and Black Diamond (Practice Engine / Global Relay). Emerging players are PreciseFP, AdvicePay and Addepar. Wealthbox is listed as an others.
Does Planworth have an API?
No public API is recorded for Planworth.
What industry is Planworth in?
Planworth's product category is Financial Planning Software. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAEAAAK, Digital/Robo Financial Planning. Its NAICS code is 523940 and its SIC code is 6199.