WealthyPlanet

Burlington, Canada Founded: 2018 • Age: 8 yrs
AI-driven tools for financial planning and debt management are provided.
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About WealthyPlanet

WealthyPlanet is a company based in Burlington (Canada) founded in 2018 by Paul Ianazzo, John Podlewski, and Aaron Muir Hamilton.. WealthyPlanet operates in a competitive market with competitors including Facet, Purpose Unlimited, iA Private Wealth, IG Wealth Management and RetireWare, among others.

  • Headquarter Burlington, Canada
  • Founders Paul Ianazzo, John Podlewski, Aaron Muir Hamilton
  • Sectors
    Technology
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
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People of WealthyPlanet
Headcount 10-50
Employee Profiles 5
Employee Profiles
People
Vishwa Mootooveeren MBA CPA CMA
CFO
People
John R. Podlewski
Founder & CEO
People
Eric P.
Chief Operating Officer
People
Vikki Dixon
Financial Modeller

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Funding Insights of WealthyPlanet

  • Total Funding
  • Total Rounds 1
  • Last Round
  • First Round
  • Investors Count
Date Amount Transaction Name Valuation Lead Investors Investors
Mar, 2020 Amount Seed - WealthyPlanet Valuation

investors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by WealthyPlanet

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - WealthyPlanet

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Wealthyplanet Comparisons

Employees
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Competitors of WealthyPlanet

WealthyPlanet 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 Facet, Purpose Unlimited, iA Private Wealth, IG Wealth Management and RetireWare, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
User-generated videos are streamed online via the Facet platform.
domain founded_year HQ Location
Wealth management services are provided by Purpose Unlimited in Toronto.
domain founded_year HQ Location
Provides comprehensive wealth planning, investment advice, and tax strategies for individuals.
domain founded_year HQ Location
Online financial advice and planning services are provided.
domain founded_year HQ Location
Retirement planning is enabled through financial management and investment allocation.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Wealthyplanet

Frequently Asked Questions about WealthyPlanet

When was WealthyPlanet founded?

WealthyPlanet was founded in 2018 and raised its 1st funding round 2 years after it was founded.

Where is WealthyPlanet located?

WealthyPlanet is headquartered in Burlington, Canada. It is registered at Burlington, Ontario, Canada.

Who is the current CEO of WealthyPlanet?

John Podlewski is the current CEO of WealthyPlanet. They have also founded this company.

What does WealthyPlanet do?

WealthyPlanet was founded in 2018 and is based in Burlington, Canada. Operations focus on the financial services sector, where online AI-driven tools are utilized to support users in building and managing short-term and long-term debt. Comprehensive financial plans are created, and guidance for monthly savings is delivered through the platform. The company serves individuals seeking structured financial oversight.

Who are the top competitors of WealthyPlanet?

WealthyPlanet's top competitors include Facet, Purpose Unlimited and IG Wealth Management.

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