Tech Company Financing Transactions
PlannerPal Funding Round
On 10/7/2026, PlannerPal raised $6 million in investment from Mercia Ventures, Ada Ventures and private investors.
Transaction Overview
Company Name
Announced On
10/7/2026
Transaction Type
Venture Equity
Amount
$6,000,000
Round
Undisclosed
Investors
Mercia Ventures (Lead Investor)
Proceeds Purpose
The company intends to use the funds to expand its engineering and product teams, support customer rollout, and accelerate the development of its client intelligence capabilities.
Company Information
Company Status
Private & Independent
Industry
FinTech
Mailing Address
Cambridge House, Henry Street
Bath, BA1 1JS
UK
Bath, BA1 1JS
UK
Phone
Website
Email Address
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
Social Media
Company News
Facebook
YouTube
Management Team
Title
Name
Email & Social
Chairman
Mark Harman
Chief Executive Officer
Mark Whitcroft
Chief Technical Officer
Shoomon Perry
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