About PlanPlus Global
PlanPlus Global is a company based in Toronto (Canada) founded in 1990 by Shawn Brayman, and was acquired by Morningstar in March 2020. Financial planning solutions are offered for investors and businesses. Its chief executive, as recorded, is Shawn Brayman. The company was acqui-hired.
Company details
PlanPlus Global was founded in 1990 in Toronto, Canada, within the financial planning sector. Tools for automating financial advice, conducting portfolio analysis, and providing insights on funds, ETFs, and stock data are supplied. Risk management features, along with tracking and monitoring solutions, are included. Algorithms and APIs can be customized by users for tailored financial planning needs.
- Headquarters Toronto, Canada
- Founders Shawn Brayman
- Stage Acquired
- Email••••••••
- Phone•••• ••••
- Website planplusglobal.com
- Social LinkedIn X Facebook
- Acquired by Morningstar (Mar 2020)
- Investors
- Acquired byMorningstar
(Mar 2020)
Investors in PlanPlus Global
PlanPlus Global has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Morningstar.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Financial data and investment advisory tools are offered online. | 1984 | morningstar.com | Chicago, United States |
Investor details for PlanPlus Global
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People of PlanPlus Global
1 people are tracked at PlanPlus Global (1 in leadership).
| Name | Role | Group |
|---|---|---|
Shawn Brayman | Founder & CEO | Leadership |
Complete people profiles for PlanPlus Global
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Timeline of PlanPlus Global
2 dated milestones of PlanPlus Global across 30 years, from founding to its latest funding, stage changes and deals.
- Founded PlanPlus Global is founded.
- Exit Acquired by Morningstar.
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Frequently Asked Questions about PlanPlus Global
PlanPlus Global was founded in 1990.
PlanPlus Global is headquartered in Toronto, Canada. It is registered at Toronto, Ontario, Canada.
Shawn Brayman is the CEO of PlanPlus Global, as recorded in our data. They have also founded this company.
PlanPlus Global was founded in 1990 in Toronto, Canada, within the financial planning sector. Tools for automating financial advice, conducting portfolio analysis, and providing insights on funds, ETFs, and stock data are supplied. Risk management features, along with tracking and monitoring solutions, are included. Algorithms and APIs can be customized by users for tailored financial planning needs.
PlanPlus Global has 1 investor. Key investors include Morningstar.
Yes. PlanPlus Global was acquired by Morningstar in March 2020.