Planswell in the press

Things are buzzing! See what the press has to say about Planswell.

August 15, 2019
How Planswell’s Eric Arnold started a business to make money for everyone

As part of a regular series powered by Dell Small Business, BetaKit spoke to Planswell CEO Eric Arnold about the importance of financial planning for everyone.

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May 7, 2019
How to survive and thrive financially after becoming single

Those who have been widowed and divorced get on their feet with money matters thanks to professional advice from companies like Planswell.

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April 8, 2019
Canadians are leaving free money on the table for their kids’ education

Post-secondary education is far from cheap, luckily the federal government gives parents free money to fund help it. If you contribute $2,000 to a Registered Education Savings Plan (RESP) Ottawa tops you up by $500. And yet — according to new research — only 41 per cent of Canadian parents take advantage

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February 12, 2019
Gen-X, gen-Y and millennial savers should reach out to robo-advisers

Robo-adviser services such as Planswell use highly specialized software to do the job of wealth managers or investment advisers, are more suited to younger people looking to save money than big banks.

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February 7, 2019
Does borrowing to invest in an RRSP make sense?

It’s that time of the year that is commonly known as RRSP season and a lot of financial firms will be looking for your money but beware of pitches to get you to borrow money to invest in your RRSP.

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January 25, 2019
Funding Roundup: Planswell, Acorn Biolabs, Zafin, AmacaThera, 7shifts

Toronto-based Planswell, an online financial planning organization, raised an additional $4 million in seed funding from private investors.

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January 22, 2019
Ambitious Planswell goes global with $4 million boost

CEO Eric Arnold talks about how he is poised to take online financial planner into 12 countries across Europe, Asia and Latin America.

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January 21, 2019
Planswell raises $4M in investor funding

Toronto-based Planswell will use the new funds for product enhancements and expansion of their financial planning software.

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January 21, 2019
Online financial planner raises $4M in investor funding

Toronto-based Planswell will use the new funds for product enhancements and expansion of their financial planning software.

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January 21, 2019
Online financial planner Planswell raises additional $4 mln

Planswell, a Toronto-based financial planning platform, has secured an additional $4 million in financing, bringing total funding so far to $17.8 million.

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January 19, 2019
Can you get a financial plan for free?

Traditional financial plans cost thousands, but tech startups like Planswell are introducing new low-cost options.

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December 22, 2018
This Canadian couple invested nearly $50K for their kids’ education — they paid $11K in fees

Companies like Planswell are helping people like Oswaldo Castaneda and Maria Lopez-Araiza avoid sky-high fees when signing up for a group RESP.

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November 16, 2018
Rob Carrick’s 2018 robo-adviser guide: Find the right firm for you

Planswell was recently included in The Globe and Mail’s annual robo-adviser guide for 2018.

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October 1, 2018
Best Early Retirement Calculators

Planswell’s Insurance + Investment calculator was recently included in Wallet Hacks’ Best Early Retirement Calculators.

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October 2, 2018
The Daily Grind Podcast

Planswell CEO Eric Arnold joins Colin Morgan, host of The Daily Grind to share his experience of starting Planswell and his daily obstacles.

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September 6, 2018
LinkedIn Top Startups 2018: The 25 most sought-after startups in Canada

Planswell is announced as the 11th most sought-after company on LinkedIn’s 2018 list of Canada’s Top Startups.

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CTV Kitchener

From CTV Kitchener’s Rosie Del Campo: Planswell CEO Eric Arnold explains what you should know about registered education savings plans.

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June 10, 2018
CTV Morning Live

Eric Arnold of Planswell speaks with CTV Morning Live about saving for your child’s education.

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June 13, 2018
#PressRelease: Online financial planner Planswell secures $7 mln more

Toronto-based online financial planning company Planswell has raised an additional $7 million in financing, bringing its total funding so far to $13.8 million.

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June 13, 2018
#PressRelease: Online financial planner Planswell secures $7 mln more

Toronto-based online financial planning company Planswell has raised an additional $7 million in financing, bringing its total funding so far to $13.8 million.

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June 14, 2018
‘The advice is absolutely terrible – it’s hurting people’

Online financial planner Planswell took its fundraising tally to $13 million last week as it continued its mission to “take a bite” out of the industry.

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June 7, 2018
Planswell secures $7M additional seed funding

Planswell Inc., an online financial planning company, has secured $7 million in additional seed funding, bringing the total funding to $13.8 million. No information on investors.

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June 8, 2018
Financial planning engine raises further $7 million

The “world’s first financial planning engine” served notice of its intent after announcing it had raised an additional $7 million, bring its total funding to $13.8 million.

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June 7, 2018
PLANSWELL RAISES $7 MILLION TO DEVELOP FINANCIAL PLANNING PLATFORM

Toronto-based Planswell, which allows Canadians to build free financial plans, has raised an additional $7 million in its seed round, bringing its total seed funding to $13.8 million.

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June 7, 2018
Online financial planner Planswell secures $7 mln more

Toronto-based online financial planning company Planswell has raised an additional $7 million in financing, bringing its total funding so far to $13.8 million.

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June 7, 2018
Planswell Raises $7 Million After Creating 50,000 Financial Plans

After all the talk of AI and cleantech in Canada over the past few months, fintech companies must have felt a bit left out.

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January 5, 2017
CFRA Money Talk with Eric Arnold, CEO of Planswell

Host John Budden says “We finally have a disruptive technology arriving on the doorstep of the financial services business”.

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January 19, 2017
Toronto’s Planswell Raises $6.8 Million, Expands Financial Services Nationally

Toronto’s Planswell is lifting the startup’s waitlist for its online financial planning engine, opening up its software Canada-wide and revealing $6.8 million in new funding.

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January 19, 2017
Notable Team of the Week: Planswell

The team at Planswell is all about collaboration, teamwork, innovation and good food.

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June 8, 2018
The traditional industry discovers Planswell

Planswell CEO sits down with Investment Executive to talk about the future of financial planning.

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January 23, 2017
CBC’s metro morning interview with Planswell CEO, Eric Arnold

Eric Arnold, CEO of Planswell, had a chat with Matt Galloway about how Planswell will help all Canadians have a clear vision of their financial future.

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January 8, 2018
Globe and Mail Streetwise Newsletter

Toronto-based Planswell, which allows Canadians to build free financial plans, announced that it’s dropped its waitlist and raised a $6.8-million seed round.

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January 8, 2018
Financial planning goes robo

Automation has changed investing for many Canadians; now, it’s changing financial planning. Planswell is the “world’s first financial planning engine,” says a release.

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January 8, 2018
After building 17,000 financial plans, Toronto’s Planswell raises $6.8 million

Toronto-based Planswell, which allows Canadians to build free financial plans, announced that it’s dropped its waitlist and raised a $6.8 million seed round.

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January 8, 2018
Planswell is now open for business across the country

Effective immediately, Canadians in BC, Alberta, Manitoba, Ontario, New Brunswick and Nova Scotia can create a free financial plan in minutes by going to www.planswell.com.

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January 23, 2018
Financial planning

For some, their New Year’s resolution was better financial planning. Eric Arnold, the CEO of Planswell was here this morning with some tips to help you reach your financial goal.

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