MoneyPlanned

Bengaluru, India Founded: 2017 • Age: 9 yrs
AI-driven financial planning platform for individuals
Annual revenue $5,009 Latest available
Total funding $374,007 3 rounds
Employees - Tracked headcount
Investors 52 Known backers
Products 3 Services tracked
Competitors 6 Brand Intelligence

About MoneyPlanned

MoneyPlanned is a company based in Bengaluru (India) founded in 2017 by Nikhila Sastry and Sameer Shashank. MoneyPlanned has raised $374.01 thousand across 3 funding rounds from investors including IP Ventures, Expert DOJO and Sameer Khan. MoneyPlanned offers products and services including Investment App, SIP Calculator, and Lumpsum Calculator. MoneyPlanned operates in a competitive market with competitors including EasyPlan, SaveSage, Mintzip, Index and AI Money, among others.

  • Headquarter Bengaluru, India
  • Founders Nikhila Sastry, Sameer Shashank
  • Stage Minicorn
  • Sectors
    Technology
  • Email
    Locked
  • Phone
    Locked
  • Website
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  • Social
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  • Legal Name Gss Prosper Springs Private Limited
  • Date of Incorporation 15 Nov, 2017
  • Jurisdiction Bangalore, Karnataka, India
Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    $5.01 K (USD)
    70.25
    as on Mar 31, 2022
  • Net Profit
    -$71.8 K (USD)
    -395.93
    as on Mar 31, 2022
  • EBITDA
    -$71.34 K (USD)
    -398.55
    as on Mar 31, 2022
  • Total Equity Funding
    $374.01 K (USD)

    in 3 rounds

  • Latest Funding Round
    $313.39 K (USD), Seed

    Apr 09, 2022

  • Investors
    IP Ventures

    & 51 more

  • Employee Count
    Not available
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Products & Services of MoneyPlanned

MoneyPlanned offers a comprehensive portfolio of products and services, including Investment App, SIP Calculator, and Lumpsum Calculator.

Product name locked
Category locked
Primary

App for building and managing mutual fund portfolios.

Product name locked
Category locked
Locked

Tool to calculate systematic investment plan returns.

Product name locked
Category locked
Locked

Calculator for estimating lumpsum investment growth.

People of MoneyPlanned

Headcount 1-10
Employee Profiles 1
Employee Profiles
People
Sameer Shashank
CEO

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Teams

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Funding Insights of MoneyPlanned

MoneyPlanned has successfully raised a total of $374.01K across 3 strategic funding rounds. The most recent funding activity was a Seed round of $313.39 thousand completed in April 2022. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

Investors in MoneyPlanned

MoneyPlanned has secured backing from 52 investors, including venture fund, angel, and institutional investors. Prominent investors backing the company include IP Ventures, Expert DOJO and Sameer Khan.

All
Venture Fund
Institutional
Angel
Investor Description Founded Year Domain Location
Investments are made in early-stage tech startups across sectors.
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Influencer marketing, branding, and communication services are provided.
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Venture capital investment in tech-startups
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Investor details for MoneyPlanned

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  • Investor domains
  • Investor locations
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Verified entity values are shown only after access is granted.

Investments & Acquisitions by MoneyPlanned

Investments
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Investment portfolio details for MoneyPlanned

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

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Financial Statements - MoneyPlanned

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Detailed financials for MoneyPlanned

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  • Profit trends
  • Statement rows
  • Financial ratios

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Moneyplanned Comparisons

MoneyPlanned Primary company
Description
AI-driven financial planning platform for individuals
Location
Bengaluru, India
Founded Year
2017
Annual Revenue
$5.01 K (USD)
Net Profit
-$71.8 K (USD)
EBITDA
-$71.34 K (USD)
Employees
Not available
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Peer comparison for MoneyPlanned

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

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Competitors of MoneyPlanned

MoneyPlanned 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 EasyPlan, SaveSage, Mintzip, Index and AI Money, among others.

Company Name Domain Founded year HQ Location Description
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Expense tracking, savings and investment platform
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Platform that offers strategies for saving money along with credit card rewards and loyalty programs
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Savings and money management platform
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Personal finances are managed via an app-based platform for individuals.
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Mobile app for tracking and managing user expenses on devices.
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Detailed competitors of MoneyPlanned

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Latest news on Moneyplanned

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Complete news archive for MoneyPlanned

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  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

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Frequently Asked Questions about MoneyPlanned

MoneyPlanned was founded in 2017 and raised its 1st funding round 3 years after it was founded.

MoneyPlanned is headquartered in Bengaluru, India. It is registered at Bengaluru, Karnataka, India.

Sameer Shashank is the current CEO of MoneyPlanned. They have also founded this company.

MoneyPlanned is a funded company, having raised a total of $374.01K across 3 funding rounds to date.

Annual revenue of MoneyPlanned is $5.01K as on Mar 31, 2022.

AI-driven financial planning platform for individuals. It features personalized financial planning, investments and automated tracking. The app is available on both Android and iOS devices. It offers tools for portfolio creation, optimization, and tracking, aiming to simplify the investment process. The platform utilizes algorithms to adjust portfolios based on defined investment strategies.

MoneyPlanned's top competitors include EasyPlan, Mintzip and SaveSage.

MoneyPlanned offers Investment App, SIP Calculator, and Lumpsum Calculator.

MoneyPlanned has 52 investors. Key investors include IP Ventures, Expert DOJO, Sameer Khan, Joseph Saviano, and Firstport Capital.

The valuation of MoneyPlanned is $2.98M as of Apr 2022.

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