AI financial advice platform PlannerPal raises £4.3m

PlannerPal, an AI workflow for financial advice and wealth management firms, has raised $6 million (£4.3m) in a round led by Mercia Ventures.  Existing investor Ada Ventures, which led PlannerPal’s pre-seed round in February 2024, is also taking part, alongside a group of strategic fintech investors and angels. PlannerPal has grown rapidly as the sector … Continue reading AI financial advice platform PlannerPal raises £4.3m