PlanT
PlanT is an Israeli fintech that provides a "Wealth OS" financial planning platform for individual financial planners, institutional bodies, family offices, and fund managers, consolidating client assets, CRM, reporting, and financial planning tools into a single subscription-based system.
- Company typePrivate
- Founded-
- HeadquartersHerzliya, Israel
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What PlanT does
PlanT is an Israeli financial technology company headquartered in Herzliya that has built and operates a comprehensive financial planning and wealth management platform branded as "Wealth OS." The platform is distributed across three product tiers: PLAN-T PRO, a self-serve subscription targeted at individual financial planners and wealth managers; PLAN-T ENTERPRISE, a customized, modular deployment for institutional bodies, family offices, and agencies; and PLAN-T FUNDS, a CRM and regulatory module for alternative investment product manufacturers, investment fund managers, real estate funds, and hedge funds. The platform consolidates client and household data from a wide range of Israeli and international financial data sources — including the pension clearinghouse, insurance data hub, Israeli and foreign banks, portfolio managers, stock exchange members, investment funds, open banking, PolyWiz, and Dana Dal — and normalizes it into a unified client view. Core functionality includes CRM with lead and sales pipeline management, a digital form system with remote signing, asset allocation and exposure analysis at the individual asset level, financial planning simulations (NAV), cash flow planning, goals and targets tracking, six categories of client reports, a branded client portal, and operational/regulatory compliance reporting.
The underlying technology is a proprietary platform developed over more than a decade of practical work with financial planners, investment advisors, and wealth managers, with data hosted at the TripleC data center under ISO/IEC 27001 certification. PlanT's business model is subscription-based across all three tiers: the Pro tier is publicly priced at ₪550/month with no commitment; Enterprise and Funds pricing is negotiated based on organizational requirements and includes dedicated implementation teams, process mapping, functional customizations, and custom development. The go-to-market is sales-led, combining direct enterprise sales to institutional bodies with a self-serve motion for individual planners, supplemented by Calendly demo booking, monthly training sessions, and a Hebrew-language website. PlanT operates exclusively in Israel and has no disclosed funding, revenue, or management team. Privacy practices comply with both Israeli law and GDPR regulations of the European Union (last updated September 2025).
The company is privately held with a 7-person team, suggesting an early-stage or micro-cap operation. Its competitive positioning is built on being the only Israeli platform offering a holistic view of all client assets and the family household in a single system, anchored by deep integration with Israeli financial infrastructure and a decade of accumulated practitioner-driven product refinement.
PlanT firmographics
Firmographics- Name
- PlanT
- Legal name
- PLAN-T
- Website
- https://plan-t.org.il
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- PlanT is an Israeli fintech that provides a "Wealth OS" financial planning platform for individual financial planners, institutional bodies, family offices, and fund managers, consolidating client assets, CRM, reporting, and financial planning tools into a single subscription-based system.
- Ownership category
- akta.pro rank
PlanT industry classification
Industry- Product category
- Financial Planning Software
- NAICS
- Portfolio Management and Investment Advice (523940), Computer Systems Design Services (541512)
- SIC
- Investment Advice (6282), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
- akta.pro secondary industry
- Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)
Keywords
Where PlanT is headquartered
LocationHeadquarters
- HQ city
- Herzliya
- HQ country
- Israel
- HQ region
- Middle East
Offices1 record
Markets served
PlanT business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Infrastructure, Personnel, Marketing or Sales, Operations
Revenue model
- Plan-T Pro Subscription: Monthly subscription model for financial planners and wealth managers providing access to the full Wealth OS platform including CRM, client reports, financial planning tools, and client portal. Priced at 550 ₪ per month with no commitment required.
- Plan-T Enterprise: Custom enterprise solutions for institutional bodies, family offices, and agencies. Includes tailored development, dedicated implementation team, process mapping, functional customizations, and specialized reporting. Pricing negotiated based on organization requirements.
- Plan-T Funds: Solutions for investment product manufacturers, fund managers, real estate and hedge funds. Includes financial management, CRM, digital forms, client onboarding, regulatory compliance support, and sales/distribution tracking.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Plan-T Pro - Monthly subscription for individual financial planners |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels4 records
PlanT product offering
Product offeringCore offering
Plan T (PLAN-T) develops and sells "Wealth OS," a unified financial planning and wealth management software platform for financial advisors, insurance agents, wealth managers, family offices, and investment product manufacturers in Israel. The platform consolidates client and family household data across Israeli and global financial sources (pension clearinghouse, insurance data hub, banks, portfolio managers, investment funds, open banking), and combines CRM, financial planning, asset allocation, client reporting, digital forms, client portal, and regulatory compliance into a single system. It is offered as Plan-T Pro (₪550/month self-serve subscription for individual planners), Plan-T Enterprise (customized deployment for institutions), and Plan-T Funds (CRM and onboarding solution for investment product manufacturers).
Product overview
PlanT is a comprehensive financial planning platform operating as a unified system with multiple product tiers. The core offering consists of PLAN-T PRO as the main Wealth OS for individual financial planners and wealth managers; PLAN-T ENTERPRISE as a customized, modular Wealth OS for institutional bodies, family offices, and agencies; and PLAN-T FUNDS as an add-on CRM and regulatory module for alternative investment product manufacturers and fund managers. All tiers share a common modular architecture that includes data loading interfaces, consolidated client dashboards, financial planning tools, internal CRM, form management, report generation, client portals, and operational compliance reporting.
Differentiator
Problem solved
Functional benefit
Brands
- PLAN-T PRO: Wealth OS flagship product for financial planners and wealth managers - comprehensive platform for managing clients with diverse assets including financial investments, securities, alternatives, pension, insurance, and real estate, featuring consolidation, analytics, 5 different client reports, CRM, sales tools, client portal, and advanced financial planning simulations at ₪550 monthly subscription.
- PLAN-T ENTERPRISE
- PLAN-T Planner
- PLAN-T FUNDS
Products and services
- Plan-T Pro (Wealth OS) Flagship Wealth OS platform for individual financial planners, investment advisors, and wealth managers. Consolidates all client and family household assets across pension, insurance, securities, alternatives, and real estate, and provides advanced financial planning, asset allocation and exposure analysis, five professional client reports, integrated CRM with sales tools, a branded client portal, and advanced NAV/cash-flow simulations.
- Plan-T Enterprise (Wealth OS) Customized, modular, and secure Wealth OS deployed as a core organizational system for institutional bodies, family offices, and agencies. Includes dedicated implementation team, process mapping, functional customizations, complex authorization arrays, user hierarchies, role separation, separate secured environment, and regulatory/periodic PT survey support. Built around the organization's unique workflows rather than as an off-the-shelf product.
- Plan-T Funds Financial CRM solution for manufacturers of alternative investment products, investment fund managers, real estate funds, and hedge funds. Includes digital form system with client onboarding, full support for regulatory processes and qualified-investor marketing, and per-transaction sales/distribution tracking with current deal-value display and transaction documentation.
Quantifiable outcome
- Users report increased financial portfolio size after transitioning to Plan T. Professional conversation improved, making it easier to identify opportunities and sell financial products. Client exposure to reports increased trust, with clients revealing additional investments and even bringing family members.
Companies that use PlanT
Customer profileNamed customers1 record
Segments3 records
Ideal customer profiles3 records
PlanT technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature7 records
PlanT partnerships and signals
Strategic signalPartnerships
Eleven partnerships are on record, tiered core.
- Pension Clearinghouse (מסלקה פנסיונית)coreIntegration with Israeli pension clearinghouse for real-time or scheduled data fetching and production updates. Allows association of pension clearinghouse portfolio with the system.
- Insurance Data Hub (הר ביטוח)coreIntegration with Israeli insurance data hub for comprehensive insurance data consolidation and analysis.
- Israeli BankscoreSupport for file imports from Israeli banks for account and investment data consolidation.
- Foreign BankscoreSupport for file imports from foreign banks for international investment data consolidation.
- Portfolio Managers and Stock Exchange MemberscoreIntegration with portfolio managers and stock exchange members for investment portfolio data import.
- Investment Funds (including IFA, Tamir)coreSupport for investment fund files including Tzor (IFA) format for comprehensive fund data.
- Open Banking (for licensed entities)coreOpen banking connectivity for entities with appropriate licenses, enabling real-time data access.
- PolyWizcoreIntegration with PolyWiz system for pension and financial data management.
- Dana Dal External AdvisorcoreSupport for Dana Dal external advisor file format for advisor data integration.
- Insurance Companies ProductioncoreDirect integration with insurance company production data for policy and coverage information.
- TripleC Data CentercorePhysical data hosting at TripleC data center with ISO/IEC 27001 security certification for enterprise-grade security and compliance.
Scale indicators2 records
Recent moves5 records
Expansion highlights4 records
PlanT competitors and assessment
Company assessmentBroad incumbents
- Morningstar Advisor Workstation: Advisor workstation offering research, portfolio analytics, and client reporting, broadly overlapping Plan T's reporting and analytics modules for wealth advisors.
- Envestnet: Large incumbent wealth-tech platform providing advisors with portfolio analytics, financial planning, and data aggregation; competes with Plan T in the advisor tooling category but operates at much broader scale across multiple geographies.
- FNZ: Global wealth management platform serving asset managers, advisors, and distributors with consolidated data and reporting, comparable in capability mix to Plan T Enterprise though focused primarily on large institutional deployments.
- Salesforce Financial Services Cloud: Cloud-based CRM and client engagement platform tailored for financial advisors, with workflows overlapping Plan T's CRM, client portal, and reporting modules, though it is a horizontal platform rather than a wealth-specific OS.
Emerging players
- Practifi: CRM and practice management platform built specifically for financial advisors, targeting a similar SMB-advisor persona as Plan T Pro with workflow automation and client engagement features.
- Profile Software: Provides wealth and asset management software for banks, investment firms, and advisors with operations in Israel, making it a regionally relevant competitor to Plan T's Enterprise and Funds offerings.
Direct peers
- Black Diamond (SS&C): Advisor-facing wealth management platform offering portfolio reporting, rebalancing, billing, and client portal capabilities, overlapping with Plan T's consolidation, reporting and client portal features.
- Orion Advisor Tech: Provides portfolio accounting, CRM, financial planning, and reporting tools to wealth management firms, closely paralleling Plan T's Pro and Enterprise offerings for advisory firms.
- Addepar: US-based wealth management technology platform serving financial advisors and family offices with consolidated portfolio reporting, analytics, and planning tools. Directly comparable to Plan T's Wealth OS in product scope and advisor-centric model, though at a much larger global scale.
Regional players
- Moneyhub: UK-based financial planning and open data platform for advisors and consumers, comparable to Plan T's consolidated planning and client portal capabilities but operating in a different geography.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
PlanT social profiles
Digital presencePlanT compliance and trust
Trust signalCompliance2 records
PlanT financial estimates
Financial estimateRevenue estimate
Valuation estimate
PlanT leadership team
Management profileNumber of profiles
PlanT funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
PlanT 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 PlanT
What does PlanT do?
Plan T (PLAN-T) develops and sells "Wealth OS," a unified financial planning and wealth management software platform for financial advisors, insurance agents, wealth managers, family offices, and investment product manufacturers in Israel. The platform consolidates client and family household data across Israeli and global financial sources (pension clearinghouse, insurance data hub, banks, portfolio managers, investment funds, open banking), and combines CRM, financial planning, asset allocation, client reporting, digital forms, client portal, and regulatory compliance into a single system. It is offered as Plan-T Pro (₪550/month self-serve subscription for individual planners), Plan-T Enterprise (customized deployment for institutions), and Plan-T Funds (CRM and onboarding solution for investment product manufacturers).
Is PlanT a public or private company?
PlanT is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was PlanT founded?
PlanT was founded in -1. It employs 1 to 10 people.
Where is PlanT based?
PlanT is headquartered in Herzliya, Israel, in the Middle East region.
How does PlanT make money?
Three revenue lines are on record. Plan-T Pro Subscription is the primary driver. The others are plan-T Enterprise and plan-T Funds.
Who are PlanT's main competitors?
Broad incumbents on record are Morningstar Advisor Workstation, Envestnet, FNZ and Salesforce Financial Services Cloud. Emerging players are Practifi and Profile Software. Direct peers are Black Diamond (SS&C), Orion Advisor Tech and Addepar. Moneyhub is listed as a regional player.
Does PlanT have an API?
No public API is recorded for PlanT.
What industry is PlanT in?
PlanT's product category is Financial Planning Software. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech), with a secondary code of FSAEABAF, Retirement Plan Participant Advice & Managed Accounts. Its NAICS code is 523940 and its SIC code is 6282.