PlannerPal: Funding, Investors & Team (Oct 2026)
PlannerPal is an AI-powered enterprise workflow platform automating administrative tasks for UK financial advisers.
PlannerPal has raised $5.7M across 1 funding round on record, the most recent a Seed of $5.7M announced in Oct 2026.
That round is above the $4.1M median round size for United Kingdom companies tracked on FundedIQ over the last two years.
PlannerPal Company Profile and Key Stats
Latest funding round on record: Oct 2026.
PlannerPal Funding Rounds
PlannerPal Investors
PlannerPal Founders and Leadership Team
Contact details for the PlannerPal team: 2 of 2 have an email address on file, 2 have a LinkedIn profile.
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PlannerPal's latest round of $5.7M is above the median round in United Kingdom. Medians cover the last 24 months of disclosed rounds.
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PlannerPal Funding FAQs
What does PlannerPal do?
PlannerPal is an AI-powered enterprise workflow platform automating administrative tasks for UK financial advisers.
How much funding has PlannerPal raised?
PlannerPal has raised $5.7M across 1 round on record. The most recent is a Seed of $5.7M announced in Oct 2026.
When did PlannerPal last raise funding?
PlannerPal's most recent funding round on record is a Seed of $5.7M, announced in Oct 2026.
Who has invested in PlannerPal?
Investors on record for PlannerPal include Ada Ventures, Mercia Ventures.
Who founded PlannerPal?
FundedIQ lists Mark Whitcroft (CEO / Co-Founder) at PlannerPal.
Where is PlannerPal headquartered?
PlannerPal is based in Newcastle, United Kingdom.
How many employees does PlannerPal have?
PlannerPal is in the 11-50 employee band.
When was PlannerPal founded?
PlannerPal was founded in 2022.
About FundedIQ's PlannerPal Funding Data
FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.
Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for PlannerPal is left off this page rather than filled in.
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