About Planiste
Planiste is a Financial Services company based in Montreal (Canada) founded in 1999, and was acquired by EquiSoft in January 2018. Financial services are provided to the investment industry. Its focus areas include Services for Investment Industry.
Company details
Planiste was founded in 1999 and is headquartered in Montreal, Canada. Financial services are offered by the company to support operations within the investment sector. Core activities include advisory and management solutions tailored for investment professionals. The firms domain, planiste.ca, facilitates access to these services. Focus remains on the Canadian market, with emphasis on compliance and efficiency in financial planning for investors.
Apps and channels of Planiste
its YouTube channel Equisoft has 109 subscribers and 30 videos.
Videos from Planiste
The most watched videos on Planiste's YouTube channel, Equisoft (109 subscribers). Click a video to play it here.
More on Equisoft.
Investors in Planiste
Planiste has secured backing from 1 investor. Prominent investors backing the company include EquiSoft.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Digital solutions for insurance and wealth management are provided. | 1994 | equisoft.com | Montreal, Canada |
Investor details for Planiste
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
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Timeline of Planiste
2 dated milestones of Planiste across 19 years, from founding to its latest funding, stage changes and deals.
- Founded Planiste is founded.
- Exit Acquired by EquiSoft.
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Frequently Asked Questions about Planiste
Planiste was founded in 1999.
Planiste is headquartered in Montreal, Canada. It is registered at Montreal, Quebec, Canada.
Planiste was founded in 1999 and is headquartered in Montreal, Canada. Financial services are offered by the company to support operations within the investment sector. Core activities include advisory and management solutions tailored for investment professionals. The firms domain, planiste.ca, facilitates access to these services. Focus remains on the Canadian market, with emphasis on compliance and efficiency in financial planning for investors.
Planiste has 1 investor. Key investors include EquiSoft.
Yes. Planiste was acquired by EquiSoft in January 2018.