Planner Bee

The smart, transparent wealth planning tool powered by AI, created by financial experts for you.

  • Stage Product In Development
  • Industry Fintech
  • Location Singapore
  • Currency SGD
  • Founded March 2019
  • Employees 3
  • Incorporation Type LLC
  • Website plannerbee.co

Company Summary

We are a team of financial professionals and AI engineers based in Singapore, building an AI-based personal financial management tool for consumers. Within the app, we envision a rich self-help space which people will return to frequently over the week, to update themselves on their personal money goals, as well as to educate themselves on being smarter with their finances.
We cater to the Millennials and Gen Z, channel-agnostic retail market.

Team

  • CEO, Co-Founder

    CHFC, CLU, NUS BBA Marketing
    Pristine track record since 2010
    Customer base of nearly 600 clients
    8-time MDRT qualifier

  • Co-Founder

    BA UC Berkeley Economics
    Former finance, private equity
    Co-founder of series A startup
    Expertise in startup technology and AI

  • Kenneth Wang
    Co-Founder

    CFA III, NUS BBA Finance
    NUS Applied Portfolio Mgmt
    Wealth management
    Standard Chartered Bank

Advisors

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