Plano
Have updates for this profile? Please contribute data
= Subscriber Access Only
You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.
With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.
Plano - overview
Established
2017
Location
Sao Paulo, SP, Brazil
Primary Industry
Financial Services
About
Founded in 2017 and based in Sao Paulo, Brazil, Plano Fintech de Educação Financei, doing business as Plano, operates as a financial technology company that provides wealth management planning services and support for businesses and individuals. In October 2022, Plan raised venture funding from returning investors Bossanova Investimentos. As of 2023, the firm has served over 10,000 clients with approximately 80,000 consulting hours and over 8,500 customers with active investment plans. The firm offers a digital finance planning platform for individuals and businesses through online and face-to-face coaching services to help customers plan, manage, and handle their money.
The platform offers consultancy services and customized savings plans for users with goals like savings, investment, or debt repayment.
Current Investors
Bossa Nova Investimentos, Anjos do Brasil, Poli Angels
Primary Industry
Financial Services
Sub Industries
Consulting Services, e-Financial, Consumer Finance, Accounting/Finance Software
Website
www.planofp.com.br
Verticals
Artificial Intelligence, FinTech
Company Stage
Angel & Seed
Total Amount Raised
Subscriber access only
Time to go Pro
Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.