Company record

PlannerPal

Updated October 19, 2026 · Presspool

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

Funding

$6 million, round type not disclosed, announced October 7, 2026. Led by Mercia Ventures. FinSMEs gives £4.3 million; existing investor Ada Ventures participated. Listed in the AI startup funding roster for October 5–10, 2026. Sources: FinSMEs, Tech Funding News.

Of the 294 rounds with exactly stated amounts in dollars on Presspool's weekly rosters since September 21, 2026, PlannerPal's $6 million is the joint 218th largest; their median is $16.25 million.

Whether AI names PlannerPal

Machine Relations Index: Not cited in any Machine Relations Index answer, May 10, 2026 to October 18, 2026.

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.

Related records

Closest rounds in the roster for October 5–10, 2026: Verso ($6 million Seed, October 8, 2026), Comparables.ai ($6 million Seed, October 6, 2026), Trmeric ($6.5 million Seed, October 7, 2026), Phinity Labs ($5.2 million Seed, October 8, 2026), Zeroset ($5.2 million Pre-seed, October 6, 2026), GUDEA ($7 million Seed, October 8, 2026).

Sources

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