Key facts
- PlannerPal’s last known valuation is $11.5M (Jan 2026).
- It has raised $2.0M; the latest was Early Stage VC ($750K) in Jan 2026.
- Notable investors include Ada Ventures, Investment Group Bath.
- Status: Privately Held (backing).
Investors
2- ·The complete investor list — 2 names
- ·Watchlist + deal alerts for PlannerPal
- ·The full record, as it builds
Funding rounds
No funding rounds for PlannerPal are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About PlannerPal
Developer of an AI-based financial assistant platform intended to turn client meetings into concise, actionable summaries. The company's platform helps in financial planning activities, including automated meeting summaries, AI-assisted document drafting, the ability to search past conversations and record in-person meetings and voice notes, enabling financial planners to save time and serve more clients.
- Sector
- Information Technology
- HQ
- Newcastle Upon Tyne, United Kingdom
- Founded
- 2022
- Employees
- 11
- Website
- plannerpal.co.uk/
- Ownership
- Privately Held (backing)
PlannerPal doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in PlannerPal shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on PlannerPal in its N-PORT filings yet. We sweep new filings monthly.