Company record

PlannerPal

AI-powered workflow for financial advisers in the UK. plannerpal.co.uk

Funding

Latest announced financing: $6 million, led by Mercia Ventures, announced October 7, 2026.

Whether AI names PlannerPal

A company counts when an AI answer names it or cites its website. Answers vary from run to run, so each count is a dated sample.

Sources

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