EA

Eric Arnold

CEO

Planswell

Toronto, Ontario


Contact Information

Email
Unlock
LinkedIn

Company Information

Company
Planswell
Industry
financial services
Employees
49.0
Seniority
C suite
Annual Revenue
9500000.0
Total Funding
16100000.0
Latest Funding
Venture (Round not Specified)

Technologies

Cloudflare DNS Gmail Google Apps Zendesk CloudFlare Hosting Hubspot CloudFlare WP Engine Bootstrap Framework Segment.io Facebook Login (Connect) Google Tag Manager WordPress.org Mobile Friendly

Keywords

personal financial planning technology investment advising online wealth management insurance planning mortgage financing financial services fin tech financial technology wealth management finance financial planning retirement planning debt management investment strategies insurance recommendations personal finance online financial planner wealth growth financial advice mortgage planning monthly budget calculator financial literacy free financial plan risk assessment tax optimization wealth protection financial goals financial forecast savings plan children's education savings emergency fund financial tools cash flow improvement personalized financial plan expert advice financial advisors money management investment optimization retirement income goal setting financial assessment financial wellness affordability calculator insurance policy long-term investments financial security financial education financial transparency consolidation strategies investment accounts financial engine general financial assistance online tools budgeting advice financial expectations financial reviews finance technology information technology & services investment management

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