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Planwise enables people to quickly and easily build complete forward looking financial models to make better financial decisions.

  • Stage Full Product Ready
  • Industry Internet / Web Services
  • Location San Francisco, CA, USA
  • Currency USD
  • Founded January 2012
  • Employees 6
  • Website

Company Summary

Using Planwise people can quickly and easily build complete forward looking financial models to make better decisions. We embed the technology where large financial decisions are being made licensing Planwise and connecting financial products. Our real estate clients, embed Planwise within their listings to enable clients to build financial models that include their real estate investment all while remaining on the real estate website and brand.


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    Vincent Turner

    Vincent started his first software company at 17, the first map based real estate site in Australia (1997), he then went on to found Pisces, which designed & patented messaging
    technology, the company pivotted following the first dot com bubble to build an enterprise lending platform used by >90% of banks in
    Australia processing close to $50bn
    a year in mortgage applications.

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    Duy Vo

    Duy has significant domain experience in financial services having worked at Motif Investing and
    Dorado. Duy developed half of the trading platform at Motif, including all the required security framework for financial data.

    Duy has added the level of technical competence needed to take
    Planwise through its next stages.

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    Niall Wells

    Niall began his career with Deloitte in their M&A advisory and corporate
    finance team. Moving to Vancouver he worked with Teleflex Marine assisting with their divestment from a
    NYSE listed company to a high t ech privately held (HIG Capital)
    engineering company in Vancouver (Revenue $85m).

    Niall understands the economics and day to day requirements to determine and execute on strategies.

Previous Investors

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    Private Investors, Australia