About Plenty
Plenty is a company based in San Francisco (United States) founded in 2022 by Channing Allen and Emily Luk was acquired by Wealthsimple in April 2025. It operates as a Subscription Services and Freemium. Plenty has raised $7.75 million across 2 funding rounds from investors including Wealthsimple, Inovia Capital and Garage Capital. Plenty offers products and services including Financial Management Platform and Investment Advisory Services. Plenty operates in a competitive market with competitors including Betterment, Stash, Wealthsimple, Wealthfront and Wahed, among others.
- Headquarter San Francisco, United States
- Founders Channing Allen, Emily Luk
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Sectors
Technology
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Email
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Phone
Locked
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Website
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Social
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- Legal Name Plenty Financial Ria, Llc
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$7.75 M (USD)
in 2 rounds
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Latest Funding Round
$5 M (USD), Seed
May 09, 2024
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Investors
Wealthsimple
& 10 more
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Employee Count
Not available
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Acquired by
Wealthsimple
(Apr 10, 2025)
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Products & Services of Plenty
Plenty offers a comprehensive portfolio of products and services, including Financial Management Platform and Investment Advisory Services.
A platform for managing personal finances is provided.
Software-based financial planning services are offered to subscribers.
Funding Insights of Plenty
Plenty has successfully raised a total of $7.75M across 2 strategic funding rounds. The most recent funding activity was a Seed round of $5 million completed in May 2024. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investors in Plenty
Plenty has secured backing from 11 investors, including venture fund, institutional, and angel investors. Prominent investors backing the company include Wealthsimple, Inovia Capital and Garage Capital.
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Investments are made in early-stage technology companies by Inovia Capital.
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Seed-stage investments are made by Garage Capital across multiple sectors.
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A network of founders investing in other founders is operated.
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Investor details for Plenty
Investor domains, locations, round participation, and complete history require an active premium plan.
- Investor domains
- Investor locations
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Investments & Acquisitions by Plenty
Investment portfolio details for Plenty
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
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- Transaction dates
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Financial Statements - Plenty
Detailed financials for Plenty
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- Profit trends
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Plenty Comparisons
Peer comparison for Plenty
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
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Competitors of Plenty
Plenty 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 Betterment, Stash, Wealthsimple, Wealthfront and Wahed, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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App-based automated investment and retirement planning platform
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Automated investment and robo-advisory services are offered to individuals.
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Online robo advisory and stock trading services are provided.
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Robo-advisory and financial planning services are provided for investments.
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Shariah-compliant investments and savings are offered to individuals.
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Automated investment platform for women is provided via mobile app.
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Detailed competitors of Plenty
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
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Verified entity values are shown only after access is granted.
Latest news on Plenty
Complete news archive for Plenty
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Frequently Asked Questions about Plenty
Plenty was founded in 2022 and raised its 1st funding round 1 year after it was founded.
Plenty is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Emily Luk is the current CEO of Plenty. They have also founded this company.
Plenty is a funded company, having raised a total of $7.75M across 2 funding rounds to date.
A web and mobile platform for personal financial management is provided by Plenty. Educational tools and subscription-based advisory services are included. Focus is placed on democratizing access to financial products. Software-first financial planning and investment advisory services are offered to subscribers. The platform targets couples building their financial futures. Investment accounts are managed through partnerships with major securities servicing companies.
Plenty's top competitors include Betterment, Wealthsimple and Stash.
Plenty offers Financial Management Platform and Investment Advisory Services.
Plenty has 11 investors. Key investors include Wealthsimple, Inovia Capital, Garage Capital, Otherwise, and Interplay.