Plannix

Milano, Italy Founded: 2023 • Age: 3 yrs
Portfolio tracking and management are offered for individual investors.

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
  • Sectors
    Technology
  • Website plannix.co
  • Legal Name Plannix Società Di Consulenza Finanziaria Srl

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.

Financial Analysis Platform
FinTech Tool

Enables secure financial data analysis and investment tracking for users.

Bank Connection Service
Data Integration

Facilitates automatic linking of bank accounts for real-time monitoring.

Budgeting Tool
Financial Planning

Helps optimize income, expenses, and annual financial planning.

Investment Simulator
Investment Management

Allows simulation of scenarios for portfolio rebalancing and future projections.

People of Plannix

3 people are tracked at Plannix (3 in leadership).

NameRoleGroup
Dario Pedruzzi
Co-FounderLeadership
Gabriele Concli
Co-FounderLeadership
Luca Lixi
Co-Founder & CEOLeadership
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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.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
illumyfi.com2022Milan, Italy$235,367–
Financial portfolios across institutions are aggregated and tracked by IllumyFi.
icashly.com2019Brescia, Italy––
Offers personalized debit cards and portfolio management for individuals and businesses.
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Detailed competitors of Plannix

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Web traffic of Plannix

The website of Plannix (plannix.co) receives about 24.4K visits a month.

  • Monthly visits
    24.4K

    ▲ 37.8% vs previous month

Similar websites

Websites whose visitors overlap most with Plannix. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
visionscf.it
visionscf.it
100%
–#3,939,623–
financecommunity.it
financecommunity.it
98%
–#709,056–
lixiinvest.com
lixiinvest.com
94%
–#5,976,865–
ioinvesto.net
92%
77.9K#340,569View details
amundi.it
amundi.it
90%
–––
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β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
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All 15 similar websites and full traffic analytics for Plannix

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  • 15 similar websites
  • Audience overlap
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Verified entity values are shown only after access is granted.

Latest news on Plannix

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Similar companies to Plannix

10 companies that operate in the same segment as Plannix (Investment & Financial Technology), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Commission-free trading and investment services are provided by Robinhood.
2013Menlo Park, California, United StatesUSD 5.73 BUSD 2.98 B2,300
Online exchange platform for cryptocurrency
2017Ta Xbiex, MaltaUSD 2.02 B––
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs
2007Tel Aviv, IsraelUSD 422.94 MUSD 925.73 M–
Financial data and investment advisory tools are offered online.
1984Chicago, Illinois, United StatesUSD 91 MUSD 351.25 K6
App-based brokerage stock trading platform
1996Mumbai, Maharashtra, IndiaUSD 38.41 MUSD 548.9 M3,830
App-based platform for spare change investment
2012Irvine, California, United StatesUSD 587.84 M––
Smart investment portfolios are offered via an online platform.
2015Bengaluru, Karnataka, IndiaUSD 121.05 MUSD 635.51 K231
App-based automated investment and retirement planning platform
2010New York, New York, United StatesUSD 335 M––
Money Forward is engaged in providing financial technology solutions.
2012Minato, Tokyo, JapanUSD 42.9 MUSD 322.51 M2,600
Wealth management solutions are delivered for investment advisors.
2009Mountain View, California, United StatesUSD 759.1 M––
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Frequently Asked Questions about Plannix

Plannix was founded in 2023.

Plannix is headquartered in Milano, Italy.

Luca Lixi is the current CEO of Plannix. They have also founded this company.

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.

Plannix's top competitors include IllumyFi and iCashly.

Plannix offers Financial Analysis Platform, Bank Connection Service, Budgeting Tool, and Investment Simulator.

Plannix operates through Plannix SocietΓ  Di Consulenza Finanziaria Srl.

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