PlanPrompt Revenue

Financial Services • • 1-10 Employees

PlanPrompt revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Key Contact at PlanPrompt

Paul Resnik

Founder

Company overview

Headquarters	XX
Website	planprompt.co
NAICS	52
Employees	1-10

About PlanPrompt

PlanPrompt is a behavioral science-powered platform designed for India’s financial advisers. We help advisers go beyond basic risk profiling by uncovering their clients’ financial personalities, values, and decision-making patterns. Through three AI-backed tools—Wealth Dharma, Risk Suraksha, and Wealth Siddhant—advisers gain deeper insight into what truly drives client behavior, enabling more personalized advice, stronger trust, and long-term relationships. Founded by global behavioral finance expert Paul Resnik, PlanPrompt brings together psychology, data, and India-centric design to elevate the quality of advice and client engagement in today’s competitive wealth landscape.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

PlanPrompt has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

PlanPrompt has never raised funding before.

Frequently asked questions

PlanPrompt is located in XX.

PlanPrompt generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

PlanPrompt has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

PlanPrompt has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at PlanPrompt

Paul Resnik

Founder

4.8

40,000 users