About planD
planD is a Technology company based in London (United Kingdom) founded in 2021 by Rufus Pearl and Guy-Edward Waterland. Financial services for private investment markets. planD has raised $1.84 million across 8 funding rounds. The company has 2 employees. planD offers products and services including planD Platform and Daxia Fund. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Portfolio Management. Its legal entity is GetPlanD Ltd. Its competitors include LVL1 Group, Propelle and MPGI; 1 of its 3 listed competitors has raised funding.
Company details
planD was founded in 2021 and is based in London, United Kingdom. Operations focus on the financial services sector, specifically private investment markets. A suite of products is offered to assist investors and founders in addressing underperforming assets and planning for future needs. Investments can be uploaded by users, with finances tracked through personalized dashboards.
- Total Equity Funding$1.84M (USD)
in 8 rounds
- Latest Funding Round$125.3K (USD), Seed
Apr 2024
- Employee Count2
Products & Services of planD
planD offers a comprehensive portfolio of products and services, including planD Platform and Daxia Fund.
Tech platform for share exchanges and portfolio diversification services.
Fund enabling asset exchange for tax relief and investment diversification.
Funding Insights of planD
planD has successfully raised a total of $1.84M across 8 strategic funding rounds. The most recent funding activity was a Seed round of $125.3 thousand completed in April 2024. 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.
- Total Funding $1.84M
- Total Rounds 8
- Last Round Seed — $125,300
- First Round $136,977
(Sep 2021)
All 8 funding rounds of planD with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Apr 2024 | $125,300 | Seed | – | – | – |
| Feb 2024 | $132,972 | Seed | – | – | – |
| Oct 2023 | $272,957 | Seed | – | – | – |
| May 2023 | $230,535 | Seed | – | – | – |
| Dec 2022 | $228,352 | Seed | – | – | – |
| Oct 2022 | $188,667 | Seed | – | – | – |
| May 2022 | $519,666 | Seed | – | – | – |
| Sep 2021 | $136,977 | Seed | – | – | – |
People of planD
2 people are tracked at planD (2 in leadership); the tracked headcount is 2.
| Name | Role | Group |
|---|---|---|
Rufus Pearl | Co-Founder | Leadership |
Guy-Edward Waterland | Co-Founder | Leadership |
Complete people profiles for planD
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of planD
3 dated milestones of planD across 3 years, from founding to its latest funding, stage changes and deals.
- Founded planD is founded.
- Funding First funding round of $137K.
- Funding Latest funding round, Seed, of $125K.
Competitors of planD
planD has 3 listed competitors in our database, 1 of them funded. They include LVL1 Group, Propelle and MPGI.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| lvl1group.com | 2018 | London, United Kingdom | Operates a digital hub providing investment management solutions. | |||
| propelle.io | 2022 | London, United Kingdom | $596,770 | 4 | Online platform for women's wealth investment and tracking is provided. | |
| mpgi.co | 2015 | London, United Kingdom | Investment management platform for internet companies is operated. |
Detailed competitors of planD
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of planD
The website of planD (pland.co) receives about 2.7K visits a month.
- Monthly visits2.7K
▲ 17.9% vs previous month
Top companies in Investment & Financial Technology
2 companies that operate in the same segment as planD (Investment & Financial Technology) in United Kingdom, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Online data source platform for information, analytics, and solutions for governments and financial markets | 1959 | London, England, United Kingdom | USD 1.41 B | |||
AI-based platform for automated personal spend management is provided. | 2016 | London, England, United Kingdom | USD 75.78 M |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Frequently Asked Questions about planD
planD was founded in 2021.
planD is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.
planD is a funded company, having raised a total of $1.84M across 8 funding rounds to date. The company's 1st funding round was a Seed of $136.98K, raised on Sep 2021.
planD has 2 employees.
planD was founded in 2021 and is based in London, United Kingdom. Operations focus on the financial services sector, specifically private investment markets. A suite of products is offered to assist investors and founders in addressing underperforming assets and planning for future needs. Investments can be uploaded by users, with finances tracked through personalized dashboards.
planD's top competitors include MPGI, Propelle and LVL1 Group.
planD offers planD Platform and Daxia Fund.
planD operates through Getpland Ltd.