Plannix

Milano, Italy Founded: 2023 • Age: 3 yrs
Portfolio tracking and management are offered for individual investors.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors - Known backers
Products 4 Services tracked
Competitors 3 Brand Intelligence

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
  • Phone
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  • Website
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  • Legal Name Plannix Società Di Consulenza Finanziaria Srl
Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
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  • Net Profit
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  • EBITDA
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  • Latest Funding Round
    Not available
  • Investors
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  • Employee Count
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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.

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Primary

Enables secure financial data analysis and investment tracking for users.

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

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Helps optimize income, expenses, and annual financial planning.

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Allows simulation of scenarios for portfolio rebalancing and future projections.

Funding Insights of Plannix

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Detailed funding history for Plannix

Round names, dates, amounts, investors, and valuation history require an active premium plan.

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  • Funding amounts
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Investments & Acquisitions by Plannix

Investments
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Investment portfolio details for Plannix

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  • Transaction dates
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Financial Statements - Plannix

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Detailed financials for Plannix

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  • Profit trends
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Plannix Comparisons

Plannix Primary company
Description
Portfolio tracking and management are offered for individual...
Location
Milano, Italy
Founded Year
2023
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Plannix

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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 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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Offers personalized debit cards and portfolio management for individuals and businesses.
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Detailed competitors of Plannix

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Latest news on Plannix

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Complete news archive for Plannix

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  • Brand-specific news history

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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.

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