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About us
PlannerPal, The Financial Planner's AI Assistant. We are a UK-based, early-stage wealthtech start-up dedicated to reshaping wealth management with AI-driven tools.
Our product is a transcription tool built specifically for the wealth industry that automatically crafts draft client follow-ups and letters.
Our team is backed by a top-tier venture capital firm alongside seasoned fintech angel investors, our co-founders bring extensive fintech and wealthtech experience, supported by a talented and agile team.
Mission
Our mission is to democratise wealth management by empowering financial planners and advisors to focus more client relationships over administrative tasks.
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