About Workday Adaptive Planning
Workday Adaptive Planning is a Technology company based in Palo Alto (United States) founded in 2003, and was acquired by Workday in June 2018. Cloud-based financial planning and analytics are delivered via SaaS. It operates on a SaaS (Software-as-a-Service) and Subscription Services model. Workday Adaptive Planning has raised $150.35 million across 4 funding rounds from investors including Workday, Bessemer Venture Partners and Royal Bank of Canada. Its website adaptiveinsights.com draws about 509 thousand monthly visits. Its Indian entity Idld Learning & Development (India) Private Limited reported revenue of ₹5.44 Cr. Workday Adaptive Planning offers products and services including Adaptive Planning, Financial Planning, and Workforce Planning. Its focus areas include Software and Enterprise Software. Its competitors include BetterWorks, 15Five and Lattice; 3 of its 3 listed competitors have raised funding.
Company details
Workday Adaptive Planning is focused on delivering enterprise performance management software. Solutions for financial planning, workforce planning, and operational planning are offered. The software integrates with various ERP systems and data sources. Industries such as banking, healthcare, and higher education are served. AI-driven insights and advanced data visualization are utilized to enhance decision-making. Budgeting, forecasting, and reporting processes are streamlined for efficiency. Agility and performance in business planning are prioritized across diverse organizational needs.
- Headquarters Palo Alto, United States
- Stage Acquired
- SectorsTechnology
- Website category Business and Consumer Services · Business Services
- Phone•••• ••••
- Website adaptiveinsights.com
- Social LinkedIn Facebook Instagram YouTube
- Acquired by Workday (Jun 2018)
- Legal Name Workday, Inc.
- Date of Incorporation 21 Mar, 2018
- Jurisdiction Mumbai, Maharashtra, India
- Indian entity revenue₹5.44 Cr
FY 2025 · +28% YoY
- Indian entity net loss-₹54.7 Lakh
FY 2025 · -10% margin
- Indian entity EBITDA-₹54.7 Lakh
FY 2025 · -10% margin
- Total Equity Funding$150.35M (USD)
in 4 rounds
- Latest Funding Round$75M (USD), Series G
Jun 2015
- InvestorsWorkday
& 11 more
- Acquired byWorkday
(Jun 2018)
Associated legal entities of Workday Adaptive Planning
Workday Adaptive Planning operates through Idld Learning & Development (India) Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Idld Learning & Development (India) Private Limited CIN U74999MH2018FTC306859 | Active | 21 Mar 2018 | Mumbai, Maharashtra | ₹5.4 Cr | 2 | View details |
Products & Services of Workday Adaptive Planning
Workday Adaptive Planning offers a comprehensive portfolio of products and services, including Adaptive Planning, Financial Planning, and Workforce Planning.
Software for budgeting, forecasting, and planning is provided.
Tools for financial budgeting and reporting are offered.
Solutions for workforce skills planning are made available.
Apps and channels of Workday Adaptive Planning
its YouTube channel Workday has 33.7K subscribers and 30 videos.
Videos from Workday Adaptive Planning
The most watched videos on Workday Adaptive Planning's YouTube channel, Workday (33.7K subscribers). Click a video to play it here.
More on Workday.
Funding Insights of Workday Adaptive Planning
Workday Adaptive Planning has successfully raised a total of $150.35M across 4 strategic funding rounds. The most recent funding activity was a Series G round of $75 million completed in June 2015. 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.
- Total Funding $150.35M
- Total Rounds 4
- Last Round Series G — $75M
- First Round $7.5M
(Mar 2007)
- Investors Count 11
All 4 funding rounds of Workday Adaptive Planning with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2015 | $75M | Series G | – | JMI Management | |
| Aug 2013 | $45.75M | Series F | – | Bessemer Venture Partners | |
| Mar 2012 | $22.1M | Series E | – | Norwest Venture Partners | |
| Mar 2007 | $7.5M | Series A | – | – |
12 investors in total: 12 institutional.
Investors in Workday Adaptive Planning
Workday Adaptive Planning has secured backing from 12 investors, including venture fund and institutional investors. Prominent investors backing the company include Workday, Bessemer Venture Partners and Royal Bank of Canada.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Monitor Ventures is involved in unspecified business activities. | monitorventures.com | Los Altos, United States | ||
Venture capital firm focused on fintech & enterprise SaaS sectors | informationvp.com | Toronto, Canada | ||
US focused VC firm | cardinalvc.com | Menlo Park, United States | ||
Venture capital investments and support for entrepreneurs in technology and innovation sectors. | 1911 | bvp.com | Redwood City, United States | |
Early stage VC firm investing in the US | onset.com | Menlo Park, United States | ||
Venture capital and growth equity firm providing investments and resources to entrepreneurs in various sectors. | 1961 | nvp.com | Menlo Park, United States | |
Private equity firm investing in software companies | jmi.com | Baltimore, United States | ||
Early-stage venture capital investments are provided by Relay Ventures. | relayventures.com | Toronto, Canada | ||
Comprehensive banking and financial services are provided globally. | 1864 | rbc.com | Toronto, Canada | |
| salesforce.com/company/ventures |
Investor details for Workday Adaptive Planning
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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Board of directors of Idld Learning & Development (India) Private Limited (Workday Adaptive Planning)
Idld Learning & Development (India) Private Limited is the primary company behind Workday Adaptive Planning. The board of Idld Learning & Development (India) Private Limited currently have 2 directors; the longest-serving is Fiona Helen Logan, appointed in 2018. 3 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Fiona Helen Logan DIN 08091816 | Whole-time director | 21 Mar 2018 | 8 yrs 7 mo | Idld Learning & Development (India) Private Limited |
| Amrutbhai Gopaldas Patel DIN 06672898 | Director | 21 Mar 2018 | 8 yrs 7 mo | Idld Learning & Development (India) Private Limited |
People of Workday Adaptive Planning
1220 people are tracked at Workday Adaptive Planning (456 in leadership, 12 in board & advisors, 752 in team).
| Name | Role | Group |
|---|---|---|
Aashna Kircher | Group General Manager, Chro Products | Leadership |
Monique Schafer | Director Of Product Management | Leadership |
Jaclynn Becker | Director Of Product Management | Leadership |
Jakob Heise | Director of Analytics | Leadership |
Garyan Wong | Principal, Partner GTM Planning & Execution | Leadership |
Kelly McCarthy | Legal Director, Assistant General Counsel | Leadership |
Diksha Khanna | Talent Partner | Leadership |
Ana Mislitchi | Head Of EMEA Value Management | Leadership |
Kristian Bønnelykke | Senior Art Director | Leadership |
Kristine Law | Director, Enablement, Procurement Services | Leadership |
Ben Bozsik | Director, Global Industry GTM & Digital Value Management | Leadership |
Mike Booth | Vp, Experiential Product Marketing | Leadership |
Betsy Brown | Global Sales Partner Enablement Program Manager, Principal | Leadership |
Eileen Long | Director | Leadership |
Chris Hansot | Sales Director Evisort AI Contract Intelligence | Leadership |
Kristin Garish | Director | Leadership |
Joshua Secrest | Head Of Frontline Marketing, Paradox | Leadership |
Shelly Mix | Director Of Strategic Initiatives - Workday Vndly | Leadership |
Mohammad Nazmuz Salehin | Senior Director, Software Development | Leadership |
Michelle A. | Sr. Director Digital Employee Experience | Leadership |
1200 more people are available in the full profile.
Complete people profiles for Workday Adaptive Planning
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
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Financials of Workday Adaptive Planning
Figures of Idld Learning & Development (India) Private Limited, the primary company behind Workday Adaptive Planning, for FY 2025. Revenue was ₹5.44 Cr (+28% year on year). Net loss was -₹54.7 Lakh (-10% margin). EBITDA was -₹54.7 Lakh (-10% margin). Revenue has grown at a compounded annual rate of +5% over three years and +18% over five years.
- ₹5.44 CrRevenue · FY 2025 · +28% YoY
- -₹54.7 LakhNet loss · -10% margin
- -₹54.7 LakhEBITDA · -10% margin
- ₹4.76 CrPaid-up capital
- +5%Revenue CAGR, 3 years
- +18%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Idld Learning & Development (India) Private Limited are on its company page.
Detailed financial statements for Workday Adaptive Planning
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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Timeline of Workday Adaptive Planning
4 dated milestones of Workday Adaptive Planning across 15 years, from founding to its latest funding, stage changes and deals.
- Founded Workday Adaptive Planning is founded.
- Funding First funding round of $7.5M.
- Funding Latest funding round, Series G, of $75.0M.
- Exit Acquired by Workday.
Competitors of Workday Adaptive Planning
Workday Adaptive Planning has 3 listed competitors in our database, 3 of them funded. They include BetterWorks, 15Five and Lattice.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| betterworks.com | 2010 | Palo Alto, United States | $131.93M | 141 | Online goal setting, tracking and management | |
| 15five.com | 2011 | San Francisco, United States | $98.09M | 168 | Employee feedback and reports are managed via a SaaS platform. | |
| lattice.com | 2015 | San Francisco, United States | $332.17M | Cloud-based performance management solutions are offered for employees. |
Detailed competitors of Workday Adaptive Planning
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
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Web traffic of Workday Adaptive Planning
The website of Workday Adaptive Planning (adaptiveinsights.com) receives about 509.2K visits a month and ranks #150,716 among all websites worldwide, #4,021 in Business Services.
- Monthly visits509.2K
▲ 25% vs previous month
- Unique visitors85.5K
per month
- Global rank#150,716
among all websites
- Category rank#4,021
Business and Consumer Services · Business Services
- Bounce rate49%
- Pages per visit1.8
- Average visit2 min 06 sec
- DevicesDesktop 83% · Mobile 17%
Websites whose visitors overlap most with Workday Adaptive Planning. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| adaptiveplanning.com | 100% | 442.9K | #86,364 | View details | |
| ecosys.net | 93% | 2.1K | #7,540,065 | View details | |
mncconsultinggroup.com | mncconsultinggroup.com | 92% | – | ||
| hitachiconsulting.com | 91% | View details | |||
| zillow.com | 72% | 321.9M | #68 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 12 similar websites and full traffic analytics for Workday Adaptive Planning
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 12 similar websites
- Audience overlap
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Verified entity values are shown only after access is granted.
Top companies in HR & Workforce Technology
3 companies that operate in the same segment as Workday Adaptive Planning (HR & Workforce Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Anonymous employee reviews and job search platform are operated. | 2007 | San Francisco, California, United States | USD 201.5 M | 1,695 | ||
Cloud-based LMS platform for IT industry | 2004 | Farmington, Utah, United States | USD 235.41 M | USD 4.95 M | 1,774 | |
Employee health benefits are facilitated via a cloud-based platform. | 2007 | Plymouth Meeting, Pennsylvania, United States | USD 228.3 M |
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Related news about Workday Adaptive Planning
Complete news archive for Workday Adaptive Planning
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Frequently Asked Questions about Workday Adaptive Planning
Workday Adaptive Planning was founded in 2003 and raised its 1st funding round 4 years after it was founded.
Workday Adaptive Planning is headquartered in Palo Alto, United States. It is registered at Palo Alto, California, United States.
Workday Adaptive Planning is a funded company, having raised a total of $150.35M across 4 funding rounds to date. The company's 1st funding round was a Series A of $7.5M, raised on Mar 2007.
The primary company behind Workday Adaptive Planning, Idld Learning & Development (India) Private Limited, reported revenue of ₹5.44 Cr for FY 2025, up 28% year on year.
Workday Adaptive Planning is focused on delivering enterprise performance management software. Solutions for financial planning, workforce planning, and operational planning are offered. The software integrates with various ERP systems and data sources. Industries such as banking, healthcare, and higher education are served. AI-driven insights and advanced data visualization are utilized to enhance decision-making. Budgeting, forecasting, and reporting processes are streamlined for efficiency. Agility and performance in business planning are prioritized across diverse organizational needs.
Workday Adaptive Planning's top competitors include Lattice, 15Five and BetterWorks.
Workday Adaptive Planning offers Adaptive Planning, Financial Planning, and Workforce Planning.
Workday Adaptive Planning has 12 investors. Key investors include Workday, Bessemer Venture Partners, Royal Bank of Canada, RBC Royal Bank, and Norwest Venture Partners.
Workday Adaptive Planning operates through Idld Learning & Development (India) Private Limited.
Yes. Workday Adaptive Planning was acquired by Workday in June 2018.
The legal entities of Workday Adaptive Planning currently have 2 directors, including Fiona Helen Logan, Amrutbhai Gopaldas Patel.
The website of Workday Adaptive Planning receives about 509 thousand visits a month and ranks #150,716 among all websites worldwide.

