PlannerPal 🇬🇧
Venture round · $6M
PlannerPal is an AI-driven workflow solution designed for financial advisers, streamlining administrative tasks by integrating client meetings,...
About PlannerPal
PlannerPal is a UK-based company founded in 2022, now around 19 people. It has raised $6M in disclosed funding. FundFinder classes it as AI & ML.
Founded by Shoomon Perry (CPTO and co-founder; repeat founder; previously Barclays, Capco; INSEAD), Mark Whitcroft (CEO / Co-Founder; repeat founder; previously Arteria AI, AxeTrading; General Assembly).
Company facts from Harmonic and public filings; team backgrounds from public profiles. Refreshed weekly.
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Venture round · $6M · Oct 2026
Investors
Ada Ventures
Ada Ventures- Ada Ventures — Ada is a pre-seed and seed VC Fund based in the UK. · cheques £500k – £2M
Round · $6M · Oct 2026
Investors
Mercia Asset Management PLC
Mercia Asset Management PLCFunding history
Oct 2026Venture round · $6MAda Ventures
Oct 2026Round · $6MMercia Asset Management PLC
● rounds tracked in this directory · ○ earlier rounds web-verified from public announcements. Amounts as announced; undisclosed rounds omitted.