Planimate
Financial Services • 
Sydney, New South Wales, Australia • 1-10 Employees
Company overview
| Headquarters | Sydney, New South Wales, Australia |
| Phone number | +611800979691 |
| Website | |
| NAICS | 52 |
| SIC | 737 |
| Keywords | Animation, Financial Advice, Client Engagement, Advice Delivery, Statement Of Advice, Advice Process, Video Statement Of Advice |
| Founded | 2024 |
| Employees | 1-10 |
Key Contact at Planimate
Anisul Islam
Founding Director
About Planimate
Advisers are creating SoAs that are too long, which clients are subsequently not reading, thus locking themselves into lengthy SoA presentation meetings. In short, a highly inefficient advice delivery process! At Planimate, we revolutionise client engagement and save advisers’ time. We achieve this by creating clear, concise and catchy videos that bring your SoAs to life. Built on the back of almost 15 years’ experience in the financial advice and education and industries, Planimate is pioneering the complete replacement of traditional SoAs with our innovative videos. Check out our website to see how this ground-breaking solution can drive meaningful results for you, your practice, and your licensee.
Planimate revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Planimate has never raised funding before.
France
New Zealand
United Kingdom
United Arab Emirates
Germany
United States
Frequently asked questions
4.8
40,000 users
