Planworth
Software Development
Ca
12 employees
- Employees
- 12
- Contacts
- 2
- Emails
- 2
Planworth Overview
- Headquarters
- Ca
- Website
- planworth.co
- Industry
- Software Development
- Employees
- 12
- Founded
- 2019
- NAICS
-
Software Publishers
Keywords
About Planworth
Planworth is a cutting edge B2B SaaS platform for investment advisors and professionals who want to be the trusted guide at every step of a client’s wealth journey. Planworth combines easy-to-use questionnaires and advanced data analytics to put the experience and expertise of a virtual family office at the fingertips of investment advisors and professionals.
Planworth Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
Planworth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Joe Ying | Team Lead at Planworth | Vancouver, British Columbia, Canada |
Email
|
| James Fraser | Co-founder at Planworth. Tax Lawyer. |
View
|
|
| Tarsem Basraon | Co-founder at Planworth. Tax Lawyer. | Toronto, Ontario, Canada |
Email
|
| Cj Hawkins | Software Developer at Planworth |
View
|
Employees by Management Level
Individual contributor
4 profiles
Executive
2 profiles
Senior / Lead
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| IT | 1 | 1 | 0 |
| Sales | 1 | 1 | 0 |
| General | 1 | 1 | 0 |
Planworth Tech Stack
Engineering
3 profiles
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