Planswell in the press

See what the press has to say about Planswell. Things are buzzing!
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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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 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
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
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 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 19, 2017
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 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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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 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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