FinTech
Wealth and Asset Management
Wealthtech PlannerPal raises $6m
Funding follows rapid enterprise growth, with the PlannerPal client base including 20% of the UKs top 20 wealth managers and further expansion into the mortgage market. PlannerPal, the AI workflow for financial advice and wealth management firms, has raised $6m (£4.3m) in a round led by Mercia Ventures. Existing investor…
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Source: PlannerPal