PhilanthPro Solutions Inc.

What PhilanthPro Solutions Inc. does

PhilanthPro Solutions Inc. is a Toronto-based private software company, founded in 2023, that provides a cloud-based subscription SaaS platform for philanthropic financial planning. The platform is purpose-built for financial advisors, wealth managers, philanthropy advisors, tax advisors, legal advisors, and bankers whose clients manage donor-advised funds, foundations, and charitable trusts, with a separate sub-brand (PhilanthPro for Individuals) targeting direct donor use. Its product suite comprises integrated modules for philanthropic planning, dynamic grant planning, relationship management, multi-user collaboration (unlimited collaborators per client account), organization and record keeping, scenario analysis, and training/support, delivered via regional login portals (us.philanthpro.com, ca.philanthpro.com). The technology is domain-specialized to philanthropy — a niche the company positions as previously unserved by general-purpose wealth planning software — and is supported by ISO 27001 certification, a pending patent, and registered trademarks in the US, UK, and Canada.

PhilanthPro operates as a private company with wholly-owned subsidiaries in the United States (PhilanthPro Solutions LLC, Delaware) and the United Kingdom (PhilanthPro Solutions Limited, England and Wales). The company is led by founder and CEO Nicholas Palahnuk, with Richard Taylor as COO and an advisory board including Dr. Xanthe Scharff and Puroo Maheshwari. Pricing is not publicly disclosed but is described as an annual subscription, with advisors purchasing licenses to use the platform with their philanthropic clients.

The go-to-market motion combines direct demo-driven enterprise sales with partner-led distribution through GiveTeam (which offers a one-year PhilanthPro license to advisors who refer clients) and Daylight (which provides discounted licenses to advisors completing its Impact Philanthropy Advisor certification), alongside integration with the Chartered Advisor in Philanthropy program at the American College of Financial Services. Brand-building is event-driven, with founder speaking appearances at the IAAP 2024 conference, DAF Summit Nashville, and the Forward Global Summit 2025, and thought-leadership content via the 'Get Money Moving' Q&A series with Foundation Magazine.

Name

PhilanthPro Solutions Inc.

Legal name

PhilanthPro Solutions Inc.

Website

https://philanthpro.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

1–10 employees

Short description

PhilanthPro Solutions Inc. provides cloud-based SaaS for philanthropic financial planning, serving financial advisors, wealth managers, and other professionals whose clients manage donor-advised funds, foundations, and charitable trusts, with channel distribution through GiveTeam and Daylight.

Ownership category

akta.pro rank

Product category

Philanthropic Financial Planning Software

NAICS

Portfolio Management and Investment Advice (523940), Other Grantmaking and Giving Services (813219)

SIC

Investment Advice (6282), Services-Prepackaged Software (7372)

akta.pro primary industry

Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH)

akta.pro secondary industries

Digital/Robo Financial Planning (FSAEAAAK), Goal-Based & Micro-Investing Platforms (Round-ups, Fractional) (FSAGAEAG)

Keywords

• Philanthropic financial planning
• Charitable giving software
• Donor-advised fund tools
• Wealth management SaaS
• Grant planning software

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Subscription SaaS: PhilanthPro operates as a cloud-based subscription software platform. Users access the platform through login portals (us.philanthpro.com, ca.philanthpro.com) and book demos to get started. The software is described as having 'affordable pricing' and is subscription-based, with advisors purchasing licenses to use the software with their clients. The GiveTeam partnership offers a one-year license to advisors who refer clients.

Pricing tiers

Go-to-market motion3 records

Distribution channels2 records

Marketing channels6 records

Core offering

PhilanthPro is a cloud-based SaaS platform that provides professional financial planning software designed specifically for philanthropy. It enables financial advisors, wealth managers, philanthropy advisors, tax advisors, legal advisors, and bankers to plan and manage charitable giving for clients who hold donor-advised funds, foundations, and charitable trusts. The platform combines philanthropic financial planning, dynamic grant planning, relationship management, multi-user collaboration, scenario analysis, and document organization into a unified subscription-based offering.

Product overview

PhilanthPro is a unified cloud-based software platform that provides professional financial planning tools specifically designed for philanthropy. The platform consists of a core product offering with integrated modules including Philanthropic Planning, Grant Planning, Relationship Management, Collaboration (multi-user access), Organization and Record Keeping, Scenario Analysis, and Training and Support. Two sub-brands target different market segments: PhilanthPro for Advisors serves financial advisors, philanthropic advisors, tax advisors, legal advisors, and bankers working with clients who manage charitable accounts; and PhilanthPro for Individuals enables direct individual use. The platform is designed for users with donor-advised funds, foundations, and charitable trusts.

Differentiator

Problem solved

Functional benefit

Products and services

• PhilanthPro Platform Cloud-based SaaS platform that provides professional financial planning tools specifically designed for philanthropy, enabling advisors and their clients to plan and manage charitable giving through donor-advised funds, foundations, and charitable trusts.
• PhilanthPro for Advisors Suite of tools designed to enhance client-advisor relationships, positioning advisors as strategic partners in impactful giving through simplified tasks and actionable insights for high-value client conversations. Targeted at financial advisors, philanthropy advisors, tax advisors, legal advisors, and bankers.
• PhilanthPro for Individuals Individual-focused version of the platform enabling individuals to create meaningful philanthropic impact through organized and intentional giving using the same underlying planning engine.

Quantifiable outcome

• Advisors can generate scenario reports in real-time to help align charitable plans to values and goals.
• +1 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

Partnerships

Three partnerships are on record, tiered core and minor.

• GiveTeamcoreGTM or Marketing PartnerGiveTeam and PhilanthPro launched a partnership to provide wealth advisors with both wrap-around philanthropy services and financial planning software. Advisors who refer clients to GiveTeam receive a one-year PhilanthPro license with hands-on training. GiveTeam specializes in supporting donors who give $10K-$1M per year, helping them articulate charitable focus, determine giving budgets and vehicles, and find aligned nonprofits.
• DaylightcoreGTM or Marketing PartnerDaylight and PhilanthPro partnered to give wealth and philanthropy advisors access to both training (Impact Philanthropy Advisor certification) and technology. PhilanthPro users receive discounted registration for Daylight's certification course, while Daylight advisors receive discounted PhilanthPro licenses. Daylight's research found that 258 philanthropy advisors facilitated over $13 billion in giving in 2023.
• Chartered Advisor in Philanthropy (CAP) Program at the American College of Financial ServicesminorStrategic or Co-development PartnerPhilanthPro partners with the Chartered Advisor in Philanthropy program at the American College of Financial Services, integrating its software into the training ecosystem for philanthropy advisors.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Foundation Source: Foundation Source provides technology and administrative services for private foundations, serving high-net-worth donors and their advisors. It is the closest direct peer to PhilanthPro, both targeting advisors managing philanthropic assets (foundations, DAFs, charitable trusts) with software-enabled workflows.
• RightCapital: RightCapital is a SaaS financial planning platform built for financial advisors, covering goals-based planning, retirement, tax, and estate workflows. It is a direct peer to PhilanthPro in that it is an advisor-targeted planning SaaS, although it does not specialize in philanthropy.
• MoneyGuide (MoneyGuidePro): MoneyGuide (MoneyGuidePro) is a goals-based financial planning software widely used by financial advisors for retirement, estate, and charitable giving planning modules. It is a direct peer to PhilanthPro in advisor-targeted planning software and overlaps in the charitable goals workflow.

Emerging players

• Nitrogen (formerly Riskalyze): Nitrogen provides risk tolerance and financial planning software for advisors, including goal planning and client engagement tools. It is an emerging player overlapping with PhilanthPro in the advisor planning workflow and could extend into philanthropy planning.
• FreeWill: FreeWill provides online estate planning tools, including charitable giving workflows that help individuals set up DAFs and bequests. It is an emerging player that intersects with PhilanthPro's individual user base for charitable giving, although it focuses on estate planning rather than ongoing philanthropy management.

Broad incumbents

• Addepar (Black Diamond): Addepar is a wealth management technology platform serving large RIAs and family offices with portfolio analytics and reporting. It is a broad incumbent that could add philanthropy planning functionality and compete for the same HNW advisor relationships as PhilanthPro.
• eMoney Advisor (Empower): eMoney Advisor is a widely adopted financial planning platform used by wealth advisors to model goals, cash flow, and investments for client households. It is a broad incumbent that competes for the same advisor buyer as PhilanthPro but lacks purpose-built philanthropy/grant planning functionality.
• Envestnet Tamarac: Envestnet Tamarac provides portfolio management, reporting, and advisor workstation software to wealth managers and RIAs. It is a broad incumbent in the advisor tech stack that PhilanthPro competes for budget against; while not philanthropy-specific, it could expand into this workflow.
• Orion Advisor Technology: Orion Advisor Tech offers portfolio accounting, reporting, and CRM tools for wealth advisors. It is a broad incumbent that competes with PhilanthPro for the same advisor buyer's technology budget and could add philanthropy features over time.

Others

• CAIS (and Smarsh/Orion Alts): CAIS provides an alternative investments platform used by wealth advisors and could be considered an adjacent ecosystem participant serving similar HNW advisor clients with technology that expands their toolkit. It is comparable as a complementary fintech serving the same advisor ICP rather than a direct competitor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/philanthpro

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about PhilanthPro Solutions Inc.