About Plannix
Plannix is a company based in Milano (Italy) founded in 2023 by Dario Pedruzzi, Gabriele Concli, and Luca Lixi.. Plannix offers products and services including Financial Analysis Platform, Bank Connection Service, Budgeting Tool, and Investment Simulator. Plannix operates in a competitive market with competitors including IllumyFi and iCashly, among others.
- Headquarter Milano, Italy
- Founders Dario Pedruzzi, Gabriele Concli, Luca Lixi
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Sectors
Technology
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Phone
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Website
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- Legal Name Plannix Società Di Consulenza Finanziaria Srl
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Annual Revenue
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Products & Services of Plannix
Plannix offers a comprehensive portfolio of products and services, including Financial Analysis Platform, Bank Connection Service, Budgeting Tool, and Investment Simulator. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Enables secure financial data analysis and investment tracking for users.
Facilitates automatic linking of bank accounts for real-time monitoring.
Helps optimize income, expenses, and annual financial planning.
Allows simulation of scenarios for portfolio rebalancing and future projections.
Funding Insights of Plannix
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| 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 Plannix
| 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 - Plannix
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| 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 |
Plannix Comparisons
Competitors of Plannix
Plannix 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 IllumyFi and iCashly, 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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Financial portfolios across institutions are aggregated and tracked by IllumyFi.
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| domain | founded_year | HQ Location |
Offers personalized debit cards and portfolio management for individuals and businesses.
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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 Plannix
When was Plannix founded?
Plannix was founded in 2023.
Where is Plannix located?
Plannix is headquartered in Milano, Italy.
Who is the current CEO of Plannix?
Luca Lixi is the current CEO of Plannix. They have also founded this company.
What does Plannix do?
Plannix was founded in 2023 in Milano, Italy, as a financial planning platform tailored for individual investors. Portfolio tracking and management services are provided to assist users in handling personal finances. Informed investment decisions are facilitated through tools designed for this sector. Operations are centered in Italy, with a focus on individual-level financial solutions rather than institutional needs.
What products or services does Plannix offer?
Plannix offers Financial Analysis Platform, Bank Connection Service, Budgeting Tool, and Investment Simulator.
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