About PlanEasy
PlanEasy is a company based in London (Canada) founded in 2017. PlanEasy offers products and services including Financial Planning Platform, Online Survey Tool, and Complimentary Consultation. PlanEasy operates in a competitive market with competitors including Facet, Purpose Unlimited, IG Wealth Management, iA Private Wealth and Cascades Financial Solutions, among others.
- Headquarter London, Canada
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website planeasy.ca
- Social LinkedIn X Facebook Instagram
- Legal Name Planeasy Inc.
Products & Services of PlanEasy
PlanEasy offers a comprehensive portfolio of products and services, including Financial Planning Platform, Online Survey Tool, and Complimentary Consultation.
Online tool for creating personalized financial plans.
Interactive survey to gather user values and goals.
Free 30-minute call for discussing financial needs.
Competitors of PlanEasy
PlanEasy 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 Facet, Purpose Unlimited, IG Wealth Management, iA Private Wealth and Cascades Financial Solutions, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| facet.com | 1991 | Vancouver, Canada | $40.23M | 267 | User-generated videos are streamed online via the Facet platform. | |
| purpose-unlimited.com | 2012 | Toronto, Canada | $42.05M | 30 | Wealth management services are provided by Purpose Unlimited in Toronto. | |
| ig.ca | 1926 | Winnipeg, Canada | – | – | Online financial advice and planning services are provided. | |
| iaprivatewealth.ca | 2002 | Montreal, Canada | – | – | Provides comprehensive wealth planning, investment advice, and tax strategies for individuals. | |
| cascadesfs.com | 2016 | Ingersoll, Canada | – | 4 | Cloud-based retirement and estate planning platform is provided. | |
| smartchase.ca | 2015 | London, Canada | – | – | Offers turnkey wealth management solutions to CPA firms and financial advisories globally. |
Detailed competitors of PlanEasy
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- Full competitor set
- Operating metrics
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Verified entity values are shown only after access is granted.
Web traffic of PlanEasy
The website of PlanEasy (planeasy.ca) receives about 21.3K visits a month.
- Monthly visits21.3K
▲ 14.8% vs previous month
Websites whose visitors overlap most with PlanEasy. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| olympiabenefits.com | 100% | – | #576,557 | View details | |
| opb.ca | 95% | – | #538,147 | View details | |
moneysense.ca | moneysense.ca | 95% | – | #243,008 | – |
drpensions.ca | drpensions.ca | 94% | – | #4,441,321 | – |
fbc.ca | fbc.ca | 74% | – | #1,032,511 | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 9 similar websites and full traffic analytics for PlanEasy
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 9 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Similar companies to PlanEasy
10 companies that operate in the same segment as PlanEasy (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
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Frequently Asked Questions about PlanEasy
PlanEasy was founded in 2017.
PlanEasy is headquartered in London, Canada. It is registered at London, Ontario, Canada.
PlanEasy was founded in 2017 and is based in London, Canada. Operations are conducted as an online platform in the financial services sector. Various financial planning options are offered, including self-directed plans, custom plans, and advanced plans. The platform supports users in managing their financial goals through digital tools and resources.
PlanEasy's top competitors include Facet, Purpose Unlimited and IG Wealth Management.
PlanEasy offers Financial Planning Platform, Online Survey Tool, and Complimentary Consultation.
PlanEasy operates through Planeasy Inc..