About RazorPlan
RazorPlan is a Technology company based in Toronto (Canada) founded in 2011 by Dave Faulkner, and was acquired by Nest Wealth in May 2019. Financial planning solutions are offered to asset managers and advisors. RazorPlan offers products and services including RazorPlan Software and Decumulation Tool. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Financial Planning. Its legal entity is Nest Wealth.
Company details
RazorPlan was founded in 2011 in Toronto, Canada, within the financial services sector. Solutions for financial planning are delivered to asset managers and advisors through specialized tools and algorithms. Risk analysis is conducted, recommendations are accessed, and plans are customized for retirement, tax, estate, income, and management needs. Automated reports and client insights are generated to support decision-making processes.
- Headquarters Toronto, Canada
- Founders Dave Faulkner
- Stage Acquired
- SectorsTechnology
- Phone•••• ••••
- Website razorplan.com
- Social LinkedIn X Facebook
- Acquired by Nest Wealth (May 2019)
- Legal Name Nest Wealth
- Investors
- Acquired byNest Wealth
(May 2019)
Products & Services of RazorPlan
RazorPlan offers a comprehensive portfolio of products and services, including RazorPlan Software and Decumulation Tool.
Platform for creating and optimizing retirement financial plans.
Tool to recommend withdrawal strategies for client retirement funds.
Investors in RazorPlan
RazorPlan has secured backing from 1 investor. Prominent investors backing the company include Nest Wealth.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Fully managed investment account. | 2014 | nestwealth.com | Toronto, Canada |
Investor details for RazorPlan
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of RazorPlan
1 people are tracked at RazorPlan (1 in leadership).
| Name | Role | Group |
|---|---|---|
Dave Faulkner | Founder | Leadership |
Complete people profiles for RazorPlan
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of RazorPlan
2 dated milestones of RazorPlan across 8 years, from founding to its latest funding, stage changes and deals.
- Founded RazorPlan is founded.
- Exit Acquired by Nest Wealth.
Web traffic of RazorPlan
The website of RazorPlan (razorplan.com) receives about 2.8K visits a month.
- Monthly visits2.8K
▼ 41% vs previous month
Websites whose visitors overlap most with RazorPlan. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
moneysense.ca | moneysense.ca | 100% | #243,008 | – |
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Frequently Asked Questions about RazorPlan
RazorPlan was founded in 2011.
RazorPlan is headquartered in Toronto, Canada. It is registered at Toronto, Ontario, Canada.
RazorPlan was founded in 2011 in Toronto, Canada, within the financial services sector. Solutions for financial planning are delivered to asset managers and advisors through specialized tools and algorithms. Risk analysis is conducted, recommendations are accessed, and plans are customized for retirement, tax, estate, income, and management needs. Automated reports and client insights are generated to support decision-making processes.
RazorPlan offers RazorPlan Software and Decumulation Tool.
RazorPlan has 1 investor. Key investors include Nest Wealth.
RazorPlan operates through Nest Wealth.
Yes. RazorPlan was acquired by Nest Wealth in May 2019.