Planswell Company Profile, Contacts & Intelligence

Financial ServicesToronto, Ontario, Ca48 employeesFounded 2015
4 contacts with email or phone data4 with email data3 with phone data
View verified contacts Compare competitors
Employees
48
Company source estimate
Reachable Contacts
4
Visible contacts with email or phone data
Contacts With Email
4
4 of 4 visible contacts
Departments
4
Mapped contact coverage

Planswell Overview

Almost everyone will experience a lifestyle decline in the future because good financial planning has always been reserved for the wealthiest of the wealthy. We've created hundreds of thousands of free financial plans for consumers so they can know exactly what to do, each month, to maintain their lifestyle in retirement.

Headquarters
Toronto, Ontario, Ca
Website
planswell.ca
Industry
Financial Services
Founded
2015
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
Personal Financial Planning Technology Investment Advising Online Wealth Management Insurance Planning Mortgage Financing

Planswell Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

4 contacts with contact data
4 with email data and 3 with phone data in the visible sample.
4 departments represented
Visible contacts with email or phone data are mapped to these departments.
Sales
6
General
2
Finance
1
IT
1

Planswell People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

S
Scott Wetton
COO at Planswell
EP
A
Andrew Traviss
Senior Software Engineer
EP
C
Craig Savolainen
Head of Development at Planswell
E
B
Benjamin Nau
Full Stack Growth Marketing Leader
EP

Planswell Workforce Composition

Seniority breakdown across 22 visible profiles.

Individual contributor
15
Senior / Lead
3
VP / Head
2
Executive
1
Associate / junior
1

Planswell Technology & Talent

Technology-related job titles represented in the visible people data.

Engineering
2
Data / AI
1

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