About Budget Planner
Budget Planner is a company based in San Francisco (United States) founded in 2017. It operates as a B2C. Budget Planner operates in a competitive market with competitors including Clara, Expensify, Clarity Money, Sift wallet and Olivia AI, among others.
- Headquarter San Francisco, United States
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Sectors
Financial Services
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Phone
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Website
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
Employee Count
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Funding Insights of Budget Planner
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Budget Planner
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Budget Planner
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Budget Planner Comparisons
Competitors of Budget Planner
Budget Planner operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Clara, Expensify, Clarity Money, Sift wallet and Olivia AI, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Meetings are scheduled using AI by adding Clara to emails.
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| domain | founded_year | HQ Location |
Cloud-based expense management solutions are offered for business travelers.
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| domain | founded_year | HQ Location |
Insights into personal finances are delivered via a mobile platform.
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| domain | founded_year | HQ Location |
Credit card benefits tracker
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| domain | founded_year | HQ Location |
Personal finances are managed and optimized by AI-driven insights.
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| domain | founded_year | HQ Location |
App-based platform for managing finances with custom coaching and expert support
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Budget Planner
When was Budget Planner founded?
Budget Planner was founded in 2017.
Where is Budget Planner located?
Budget Planner is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
What does Budget Planner do?
Budget Planner operates with a B2C model, focusing on finance, financial tools, personal finance, and budgeting. Budget management tool for effective personal financial planning. It emphasizes efficiency, client-focused solutions, and growth, fostering partnerships and innovation in its operations. It continues to evolve, meeting industry challenges with strategic approaches.
Who are the top competitors of Budget Planner?
Budget Planner's top competitors include Expensify, Quicken and Sift wallet.