PlannerPal
SeedFintech AIEnterprise AI
- Headquarters
- London
- UK presence
- UK headquartered
A London AI platform for financial advisers. PlannerPal started by automating the admin around client meetings — capturing notes and updating documents and CRM systems — and is building that into a "client intelligence" layer that links conversations, documents and CRM data. It is used by more than 250 UK advice firms.
The story so far
£4.3M raised across 1 round we've tracked.
- 12 October 2026