Funded Tech Companies

PlannerPal

Wondering who invested in PlannerPal? Mercia Ventures, private investors and Ada Ventures joined the equity holders in this innovative fintech company.

Company Overview

Company Name
PlannerPal
Company Status
Private & Independent
Industry
Funding Rounds
Total Funding

Contact Information

Mailing Address
Cambridge House, Henry Street
Bath, BA1 1JS
UK
Email Address

Company Background Information

Overview
PlannerPal was born from a simple truth: that advisers do their best work when they're spending time with people - not paperwork. Before founding PlannerPal, Mark Whitcroft and Shoomon Perry worked together on a project with the UK's National Innovation Centre for Ageing - creating digital guidance for older adults, later adopted by one of the country's largest retirement-focused financial groups.
Profile
PlannerPal LinkedIn Company Profile
Social Media
PlannerPal Company Twitter Account
Company News
PlannerPal News
Facebook
PlannerPal on Facebook
YouTube
PlannerPal on YouTube
Last Transaction
10/7/2026

Financing History

Date
Type
Amount
Venture Equity
$6,000,000


Management Team

Title
Name
Email & Social
Chairman
Mark Harman
  Mark Harman LinkedIn Profile  Mark Harman Twitter Account  Mark Harman News  Mark Harman on Facebook
Chief Executive Officer
Mark Whitcroft
  Mark Whitcroft LinkedIn Profile  Mark Whitcroft Twitter Account  Mark Whitcroft News  Mark Whitcroft on Facebook
Chief Technical Officer
Shoomon Perry
  Shoomon Perry LinkedIn Profile  Shoomon Perry Twitter Account  Shoomon Perry News  Shoomon Perry on Facebook


Company Investors

 

 

 

Browse more funded tech companies:

Planned | Plannly

 

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