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
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CEO, Co-FounderCHFC, CLU, NUS BBA Marketing
Pristine track record since 2010
Customer base of nearly 600 clients
8-time MDRT qualifier -
Co-FounderBA UC Berkeley Economics
Former finance, private equity
Co-founder of series A startup
Expertise in startup technology and AI -
Kenneth WangCo-FounderCFA III, NUS BBA Finance
NUS Applied Portfolio Mgmt
Wealth management
Standard Chartered Bank
Advisors
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Sharon YarUnconfirmed
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