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
Bath, BA1 1JS
UK
Phone
Website
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.
Last Transaction
10/7/2026
Financing History
Date
Type
Amount
Management Team
Title
Name
Email & Social
Company Investors
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