Plannix SCF SRL

Based in Milan, Italy, and founded in 2023 by Chief Executive Officer Luca Lixi, Plannix SCF SRL operates as a fintech company that developed a platform for individual investors to improve financial investment planning through analysis tools, monitoring, and practical planning. In July 2023, Plannix SCF SRL raised USD 0. 50 million in venture funding.   Plannix SCF SRL developed a platform known as Plannix, which allows users to improve their financial situation by analyzing their holdings and financial health and tracking their investments, holdings, and portfolios with visualization and suggestions.

It supports clients by integrating into their accounts and allowing them to overview their wealth by connecting assets such as ETFs, mutual funds, stocks, bonds, insurance policies, wealth management, pension funds, real estate, and crypto. In addition, the firm provides various services, including an asset and investment tracker, financial health analysis and KPIs, analysis of investment costs, budgeting, the creation of financial plans, simulators, and calculators, a model portfolio, rebalancing holdings, and documentation.   The company generates revenue based on a subscription model and charges USD 990 a year for the standard package.